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CHansen
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Member since ‎Feb 3, 2021
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Carsten Hansen

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Activity

lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
651 upvotes
180 Replies
CHansen
Participant
February 24, 2021
Please, we pay a lot for our Sales Enterprise, we need this function!
cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
Reply Idea Deals
1822 upvotes
559 Replies
CHansen
Participant
February 24, 2021
We also need this functionality. Either cloning a deal incl. products direct out of the deal and with Workflows that includs products when creating ...read more
Solved
CHansen on February 23, 2021
Deal komplett kopieren/klonen
Hallo, hat jemand schon eine Lösung gefunden, wie wiederkehrende Deals komplett kopiert oder geklont werden können. Workflows können hier schon viel unterstützen und wir haben so verschiedenen Ansätze und Lösungen gefunden. Was uns noch zum Glück f read more
Reply Discussion Enterprise
1 upvote
3 Replies
CHansen
Participant
February 23, 2021
Vielen Dank @karstenkoehler , wenn ich mir das Topic aus deinem Link so durch lese und sehe, dass es relativ aktuell ist, habe ich leider wenig Hof...read more
Solved
CHansen on February 23, 2021
Deal komplett kopieren/klonen
Hallo, hat jemand schon eine Lösung gefunden, wie wiederkehrende Deals komplett kopiert oder geklont werden können. Workflows können hier schon viel unterstützen und wir haben so verschiedenen Ansätze und Lösungen gefunden. Was uns noch zum Glück f read more
Reply Discussion Enterprise
1 upvote
3 Replies
CHansen
Participant
February 23, 2021
Vielen Dank @karstenkoehler , wenn ich mir das Topic aus deinem Link so durch lese und sehe, dass es relativ aktuell ist, habe ich leider wenig Hof...read more
Quinten on September 26, 2019
Total amount on Quote confusing to customers when using multiple pricing options
Our Pricing is per month and we charge a one time setup. Invoice happens once per year (See screenshot) The total amount as mentioned on the quote is quite confusing for customers. My suggestion would be to make it an option to hide the total am read more
Reply Idea Products & Quotes
139 upvotes
78 Replies
CHansen
Participant
February 03, 2021
I can´t belive, that this topic has been known since sep 2019 and not changed until today. Totally confusing for customers!!! Using any workaround fo...read more
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