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ReganRoss
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Member since ‎Nov 9, 2020
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  • Upvotes Given
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  • Upvotes Received
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Regan Ross

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ReganRoss on August 18, 2024
Improved Meeting Features: Views, Types, Goals, Reports, and General Improvements
As per Mark Roberge's "Sales Acceleration Formula" (Hubspot CRO)... we are wanting to use the platform to track, report on, and actively/easily use key funnel milestones in an aggregated manner. Meetings is a central one, and there are so, so man read more
Reply Idea Meetings
2 upvotes
0 Reply
susfeig on May 12, 2022
Using Quotes to create detailed Proposals and Contracts
With the recent updates to the Product/Line Item module, I was very excited to be able to use the Quotes feature for proposals and contracts. We use PandaDoc to provide my Sales Team with a tool to create proposals, and contracts, using templates a read more
Reply Idea Deals Products and Quotes Sales Documents Snippets & Templates
26 upvotes
11 Replies
ReganRoss
Contributor
July 24, 2024
We are a professional services company that sends unique contracts (SOWs) to our clients all the time. This week we started building our Product Libr...read more
cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
Reply Idea Deals
1852 upvotes
574 Replies
ReganRoss
Contributor
May 07, 2024
Still so, so frustrating. Love many things about Hubspot but this is very, very frustrating for our renewals process, especially considering the annu...read more
cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
Reply Idea Deals
1852 upvotes
574 Replies
ReganRoss
Contributor
May 07, 2024
Still so, so frustrating. Love many things about Hubspot but this is very, very frustrating for our renewals process, especially considering the annu...read more
BeverleyB on February 09, 2018
Copy an Individual HubSpot Project Task to a Different Project
It would be great if you could copy individulal tasks from one project to a different project.
Reply Idea Productivity Tools
28 upvotes
11 Replies
ReganRoss
Contributor
January 12, 2024
This would most definitely help us out too. Use case we're looking at is creating a "Feature/Function Request" project for reps to submit ideas, and ...read more
Solved
EWILHELM on February 08, 2022
enrichment of our customer data
Hello, I would like to enrich our hubspot contacts with their profile on social networks (linkedin, twitter, etc.) and retrieve type information (function, location). Ideally, it should also be updated when a contact changes position, for example. read more
Reply Discussion Enterprise Professional
0 upvote
12 Replies
ReganRoss
Contributor
January 02, 2024
Thanks for the quick reply. Enhancing and improving Hubspot Insights' ability to update Contact/Company info might be an area of strategic competitiv...read more
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