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MortenL
Contributor | Gold Partner
Contributor | Gold Partner
Member since ‎Dec 9, 2020
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  • solutions
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  • Replies
    6
  • Upvotes Given
    27
  • Upvotes Received
    44
  • Ideas
    7

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Morten Lorentzen

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MortenL
Contributor | Gold Partner
April 30, 2025
Reply to Associate existing quote to a different deal
We need this functionality for selling same products again. So instead of make the quote again we clone it and have to put it on a new deal.
MortenL
Contributor | Gold Partner
February 14, 2025
Reply to Quotes - Add Sections w/ Editable Titles and Sub-Totals
We need this. It seems like it has not been rolled out? Status?
MortenL on February 02, 2024
File manager in Customer Portal
It would be really nice to have the ability to share documents in the Customer portal. E.g. Service agreements, Quotes, Documents concerning the products delivered etc. It would be of great value that it could be gatheres behind the login the cust read more
Reply Idea File Manager Tickets
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MortenL
Contributor | Gold Partner
November 15, 2023
Reply to Displaying Line Items on Company Side Bar
Hi Winnie We would like to be enrolled in this beta. Thanks.
MortenL
Contributor | Gold Partner
November 02, 2022
Reply to Contact > Company association - add company by using additional attributes (e.g. City)
We face Same problem when associate a company to a deal. Then we cannot find the right branch office for the Company. We need city as indicator.
MortenL
Contributor | Gold Partner
August 24, 2022
Reply to Considerations When Merging HubSpot portals
@Celmer93 thanks. It is a solution:-) Don't know how to mark as a solution.
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