Contributor | Diamond Partner
Member since ‎Jan 18, 2021
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TErickson_OW on January 24, 2023
Hi All, Question, can I create custom Pop-Up Tours for when I make changes in Hubspot? Let me drop some context here. This would be for all users. If I could enable it by team that would be even sweeter. As Hubspot rolls out new features , the read more
6 Replies
Contributor | Diamond Partner
January 24, 2023
Great idea.
CHoffman3 on February 09, 2022
We should be able to delete quotes that have been signed. I created a test quote and signed it to see what the signing process would be like for customers. Now I can't get rid of the quote.
13 Replies
Contributor | Diamond Partner
December 14, 2022
Agreed, this feature is needed!
Lucila-Andimol on June 15, 2021
Sometimes when a deal is closed won, with an approved/sign quotes changes must be made (because of a sales misunderstanding or error) Even if the sales team create a new quote for approval, this old quote need to be canceled. We need this functi read more
Contributor | Diamond Partner
December 14, 2022
Super Admin should be able to Archive these somehow and get them out of them main view. While testing the process for a new quote template we more
Benvenisti on November 28, 2022
Hello, We're now in the process of migrating data from an ole Marketing Pro hub to a new Enterprise one. Is it possible to export note and one-to-one emails from the old CRM in order to import them to the new portal? Thanks
0 upvote
4 Replies
Contributor | Diamond Partner
December 03, 2022
Hi @Benvenisti , you can use a tool like Hubspot to Hubspot migrator to do this, it will migrate all records including the activities. I have more
jmadore on March 11, 2020
With the way the quote tool currently works, we have a total price column that will show the cost per the recurring interval of time. For example, if the product is a recurring monthly payment, it will show "$ price / month," rather than the total p read more
29 Replies
Contributor | Diamond Partner
December 03, 2022
Agreed, this should be consistent with the deal totals calculations.
JZajac on November 22, 2022
Hi Forum - first time posting here. We migrated to HubSpot ~1 year ago and are loving it. We use our CRM instance regularly, but there are definitely some best practices we should implement. We go to market through independent resellers and manufac read more
Contributor | Diamond Partner
December 03, 2022
Hi @JZajac , I implemented exactly this scenario for a manufacturer using teams and subteams, we had over 700 independent stores each with their more
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