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Bob2245
Top Contributor | Platinum Partner
Member since ‎Jan 25, 2021
  • solutions
    3
  • Replies
    32
  • Upvotes Given
    86
  • Upvotes Received
    158
  • Ideas
    14

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Bob Balm

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Activity

Top Contributor | Platinum Partner
February 13, 2025
Quote templates are pretty good, but the Quote wizard for creating an individual quote off a template needs a lot of work... Right now there's no way...read more
Top Contributor | Platinum Partner
January 17, 2025
@LBeer4 I built this custom using CRM / UI extensions .
Top Contributor | Platinum Partner
December 11, 2024
@dsmith @CodyN The action Pam is referring to is an action that's provided by this HubSpot marketplace app , which seems like it does what yo...read more
Top Contributor | Platinum Partner
October 23, 2024
Need this to send workflow notification emails to a team based on geographic region. But users can be part of multiple teams and would need to receiv...read more
Top Contributor | Platinum Partner
October 22, 2024
Not sure why this was overlooked, but it should totally be an option. I figured I'd create an email with smart sections based on language: sho...read more
Top Contributor | Platinum Partner
August 16, 2024
This is the same idea , has more upvotes 🙂
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