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MKristiansen
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Member since ‎Jan 13, 2021
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  • Upvotes Given
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  • Upvotes Received
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Maria Kristiansen

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MKristiansen on January 10, 2022
Hi. Is there a way in Hubspot to bulk edit associated contacts across multiple deals (for the same company)? I know I can do it through imports, but it would be useful do be able to bulk edit as well.
0 upvote
1 Reply
MKristiansen on August 02, 2021
Hi. We are currently working on an integration between Hubspot and our ERP. We sell Saas licences and invoices can be sent monthly, quarterly and annually so we need a flexible solution in place. As our sales reps get the invoice information from th read more
7 upvotes
3 Replies
bksd1 on July 29, 2021
It would be great if you can associate a child deal to a parent deal (similar to Companies). Use Case: We run a creative agency and we win retainer deals where we will draw funds against the retainer. We would like to have a parent deal (Reta read more
24 upvotes
6 Replies
Participant
August 02, 2021
Great idea - I am following this to see if this is doable.
MKristiansen on June 30, 2021
Hi. We have deals that can last for up to 4 years, but the invoicing should be done more frequently. We have built an integration to the invoicing system (ERP) and need to find a way to trigger monthly (or quarterly) invoices to be sent to ERP. Doe read more
3 upvotes
2 Replies
Participant
July 01, 2021
Thank you for the reply. Unfortunately we are not able to solve this in the billing platform, without a lot of manual work (which I am trying to avoi...read more
Solved
MKristiansen on July 01, 2021
Hi. Our main business is selling Saas subscriptions, but we do have a few one-time products as well. We use the same pipeline for all products. How can we avoid setting licence start & end date for one-time products, since we have these as manda read more
0 upvote
1 Reply
MKristiansen on June 30, 2021
Hi. We have deals that can last for up to 4 years, but the invoicing should be done more frequently. We have built an integration to the invoicing system (ERP) and need to find a way to trigger monthly (or quarterly) invoices to be sent to ERP. Doe read more
3 upvotes
2 Replies
Participant
July 01, 2021
Thank you for the reply. Unfortunately we are not able to solve this in the billing platform, without a lot of manual work (which I am trying to avoi...read more
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