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rachel79
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Membre depuis ‎sept. 23, 2020
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rachel79 le Janvier 27, 2024
Deal "global discount" amount in $ vs %
Why can't I add a global discount to a deal as a dollar amount vs a percentage? Has anyone found a workaround for this??? The feature exists on the quote (see below) but not on the deal (above photo). And quote amounts don't cop Lire la suite
Répondre Idée Deals
0 Mention J'aime
0 Réponse
Résolues
AJohnsson le Octobre 30, 2023
One-time discount for line items
Hi, In the documentation it says we can add a one-time discount that applies to the order total, but this "button" doesn't exist in my environment (see attached screenshot). Has this option been removed?
Répondre Discussion Deals Enterprise
1 Mention J'aime
4 Réponses
rachel79
Participant
Janvier 27, 2024
Hi Jigar, I'm having a similar problem as the above user. I understand you can offer a one-time discount via Quote, but this doesn't affect the dea...Lire la suite
FinallyMatt le Juillet 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom Lire la suite
Répondre Idée Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
104 Mentions J'aime
33 Réponses
rachel79
Participant
Janvier 26, 2024
Also, global discount $ amounts aren't available on the Deal level, only on the Quote level. We're working to apply the following discount framework...Lire la suite
scooterlang le Mai 04, 2019
Add Tracking Analytics to Quotes
As a salesperson, I need to be able to track when a quote is viewed, and clicked on so that I can more astutely engage with the customer who the opportunity is with. Putting on my product manager hat, I would suggest that HubSpot Sales users are Lire la suite
Répondre Idée Products & Quotes
160 Mentions J'aime
44 Réponses
rachel79
Participant
Janvier 23, 2024
Would like the option to pull Quote Status into reporting.
ilovehubspot le Janvier 12, 2022
Manually enroll a contact into a sequence on behalf of someone
Currently, you can only be the sender of the sequence if you're manually entering a contact into a sequence. It would be nice if there was a feature where we could change the sender of the sequence to someone else. Somtimes our reps get so busy, b Lire la suite
Répondre Idée Sequences
30 Mentions J'aime
10 Réponses
rachel79
Participant
Septembre 19, 2023
Would love this capability for our SDRs!
rachel79 le Septembre 14, 2023
Set availability for meetings without blocking off calendar
My team would like the ability to restrict their meeting availability without blocking off their google calendar. The feature exists in the Calling tool but iI don't see the equivalent for the Meetings tool? For example, one team member would Lire la suite
Répondre Idée Meetings
1 Mention J'aime
1 Réponse
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