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OlgaPat
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Member since ‎Nov 13, 2020
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Olga Patronik

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elizabee on March 27, 2020
Filtering in Conversation Inbox
I would like more rich filter options in the conversation inbox. Currently, only very simplistic filtering options are available and you cannot save your filters. I would like to use filters for analytics and to make sure that our processes are read more
Reply Idea Conversations
99 upvotes
38 Replies
OlgaPat
Member
December 17, 2021
+1 for allowing to build in rules to conversations received. Being able to filter the conversations and trigger certain actions based on those rules ...read more
DwiP on September 30, 2019
The Ability to Update Line Items Prices when Products are updated
Currently, any updates on the Product Library such a Product Prices, the changes will not be reflected on existing deal's Line Items. Only new deals moving forward are updated with the new price. For existing deals, there are only two options for cu read more
Reply Idea Products & Quotes
58 upvotes
11 Replies
OlgaPat
Member
July 18, 2021
Additionally I'd love the ability to mass update line items like one would deals, products, etc.
Solved
OlgaPat on June 18, 2021
Looking to sum the number of deals associated with a company
Hello all, I am hoping to find a workaround for my usecase. Scenario: I have 3 deals associated with a company. I want to create a numerical property on the company level which will tell me the number of deals that company is associated with. read more
Reply Discussion CRM
0 upvote
4 Replies
OlgaPat
Member
June 21, 2021
Thank you this did exactly what I wanted!
Solved
OlgaPat on June 18, 2021
Looking to sum the number of deals associated with a company
Hello all, I am hoping to find a workaround for my usecase. Scenario: I have 3 deals associated with a company. I want to create a numerical property on the company level which will tell me the number of deals that company is associated with. read more
Reply Discussion CRM
0 upvote
4 Replies
OlgaPat
Member
June 21, 2021
Thank you this did exactly what I wanted!
OlgaPat on November 13, 2020
Hubspot's Quickbooks Native App Feature: Linking Quickbooks Invoices to Existing Hubspot Deals
The title basically says it all. I wish there was a way, when a new invoice is created in Quickbooks that it would link to an exisiting deal in Hubspot. We send monthly invoices and creating a new deal for each invoice clutters up the pipeline. read more
Reply Idea Deals
5 upvotes
3 Replies
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