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Neiltc
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Member since ‎Oct 2, 2020
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Neil Chapman

Currently providing analytical support to the Pharmaceutical, Medical Device, Specialty Chemical and Bioanalytical market space. High-end testing from a boutique testing lab.

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bdesilva on August 11, 2021
Best practice for Change Order Deals
We are a service company. Deals are projects. Projects have Change Orders. Hubspot has no direct way to deal with a change to a prev deal easily that I can find. How do other firms handle this? My thoughts so far below. Move the closed won deal ou read more
Reply Discussion Professional
2 upvotes
6 Replies
Neiltc
Participant
November 15, 2021
We have exactly the same in our testing laboratory. We create a deal, add a quote and then when won the project starts. Many times, based on data th...read more
Neiltc on February 19, 2021
Cloning of Quotes
The ability to clone a quote so it can be used again is great, however it gives the same quote ID to the clone, can this be changed?
Reply Idea Professional
2 upvotes
5 Replies
Neiltc
Participant
February 22, 2021
Hi Pam, Like many of your system users, we have clients that want the same service each month, but each month requires a new quote therefore taking ...read more
Neiltc on February 19, 2021
Cloning of Quotes
The ability to clone a quote so it can be used again is great, however it gives the same quote ID to the clone, can this be changed?
Reply Idea Professional
2 upvotes
5 Replies
Neiltc
Participant
February 22, 2021
Hi Pam, Like many of your system users, we have clients that want the same service each month, but each month requires a new quote therefore taking ...read more
Neiltc on February 18, 2021
Parent / Child Target Accounts
I want to track a company as a target account but not just the HQ, I want the Child accounts associated with the parent as well, is it possible to choose a parent company and see the data for all affiliates in the target list?
Reply Discussion Professional
4 upvotes
4 Replies
Solved
Neiltc on January 14, 2021
Clone existing quotes
I have not seen any update to the topic of cloning quotes. So much of what we do requires the same quote to be used over and over so cloning of the original quote would save a tremendous amount of time
Reply Discussion Deals
7 upvotes
7 Replies
Solved
Neiltc on December 11, 2020
Multiple leads from one client
I use the Deals function with clients filling in a form on my website. If the client fills in the form twice the first lead gets overwritten. Is there a way to maintain the first lead and not have it overwritten by the second?
Reply Discussion Professional
0 upvote
3 Replies
Neiltc
Participant
December 14, 2020
Phil, Thanks for the feedback, my issue is when the same contact sends in two inquiries, not a different contact. In this case the lead gets overwri...read more
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