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krogala
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Member since ‎Sep 28, 2020
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Kelly Rogala

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Activity

Sean_AGI on July 10, 2018
I would like the chatbot to clear its conversation history (in customer view, NOT in the CRM). When a customer finishes a conversation with a bot, then launches the chat again later the chat starts where the customer left off (even though I have the read more
61 upvotes
21 Replies
Member
August 04, 2022
Yes, I actually find it quite strange that this is not already how the system works. I don't know many websites which hold onto my chat history. Real...read more
krogala on January 14, 2021
Here is the basic issue I am running into: - I create a deal and add a Quote with line items to send to client. They pay using Stripe integration, and deal moved to Closed Won via workflows. The Deal Amount is auto-updated. - The deal is no read more
7 upvotes
13 Replies
Contributor
July 06, 2022
Ping, also intrested in mentioned reply from experts @PamCotton
krogala on January 14, 2021
Here is the basic issue I am running into: - I create a deal and add a Quote with line items to send to client. They pay using Stripe integration, and deal moved to Closed Won via workflows. The Deal Amount is auto-updated. - The deal is no read more
7 upvotes
13 Replies
Contributor
July 06, 2022
Ping, also intrested in mentioned reply from experts @PamCotton
krogala on January 22, 2021
Here is the basic issue I am running into: - I create a deal and add a Quote with line items to send to client. They pay using Stripe integration, and deal moved to Closed Won via workflows. The Deal Amount is auto-updated. - The deal is no read more
5 upvotes
1 Reply
Contributor
March 04, 2021
We are also having this exact same problem. How do other companies do this in HubSpot? Do they make second 'upsell' deals? I think that gets really ...read more
krogala on January 14, 2021
Here is the basic issue I am running into: - I create a deal and add a Quote with line items to send to client. They pay using Stripe integration, and deal moved to Closed Won via workflows. The Deal Amount is auto-updated. - The deal is no read more
7 upvotes
13 Replies
Contributor
July 06, 2022
Ping, also intrested in mentioned reply from experts @PamCotton
krogala on January 14, 2021
Here is the basic issue I am running into: - I create a deal and add a Quote with line items to send to client. They pay using Stripe integration, and deal moved to Closed Won via workflows. The Deal Amount is auto-updated. - The deal is no read more
7 upvotes
13 Replies
Contributor
July 06, 2022
Ping, also intrested in mentioned reply from experts @PamCotton
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