MortenL

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Morten Lorentzen

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MortenL en Febrero 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 Leer más

Responder Idea File Manager Tickets

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CarolineO en Diciembre 10, 2020

Displaying Line Items on Company Side Bar

We are really struggling with Line Items. We want them to display on the Company side bar so that Customer team can easily see which products a customer has bought but there doesn't seem to be any way to do this. You have to click into the deal to v Leer más

Responder Conversación Professional

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MortenL

Colaborador | Partner nivel Diamond

Noviembre 15, 2023

Hi Winnie We would like to be enrolled in this beta. Thanks.

GeraldK en Junio 14, 2022

Contact > Company association - add company by using additional attributes (e.g. City)

Hi, as SuperAdmin for our HS integration I have been asked from an user the following question: He wants to associate a contact with a company. But it is hard to figure out which is the correct company in case we have multiple companies with s Leer más

Responder Idea Contacts & Companies

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MortenL

Colaborador | Partner nivel Diamond

Noviembre 02, 2022

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.

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kaburke en Septiembre 09, 2020

Considerations When Merging HubSpot portals

A few months ago I came across a document that my US colleague Kit Lyman put together and I fell in love with the layout. I piggybacked on her amazing resource and built it out to include all of the different elements that need to be taken into c Leer más

Responder Conversación How To

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MortenL

Colaborador | Partner nivel Diamond

Agosto 24, 2022

@Celmer93 thanks. It is a solution:-) Don't know how to mark as a solution.

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kaburke en Septiembre 09, 2020

Considerations When Merging HubSpot portals

Responder Conversación How To

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MortenL

Colaborador | Partner nivel Diamond

Agosto 24, 2022

@Celmer93 thanks. It is a solution:-) Don't know how to mark as a solution.

MortenL en Junio 14, 2022

Line items on companies -please!

We need that our client can make a list of the customers that have bought a certain product (Line item). This is not possible at all. Line items cannot be associated to Companies. Not even when there is a deal with the line items associated to the C Leer más

Responder Idea Lists Products and Quotes

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