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SSmithBEP
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Member since ‎Apr 1, 2021
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SSmithBEP on December 08, 2021
Forecasting the "Spend" from Close Date
So as a services business my internal teams need to forecast revenue by month to determine hiring schedule. If I forecast a $1M deal they want to see a forecast the shows it is $200K over 5 Months and what are those months. The $1M Forecaste read more
Reply Discussion Enterprise
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1 Reply
Solved
SSmithBEP on June 10, 2021
My Outgoing emails ending up in Junk (even in trusted sister company domain)
It started on June 7th but all of my emails to co-workers (different O365 Domains) have been ending up in the Junk Folder even when replying to their email messages. When a co-worker was send an email from an external address, but a Hubspot user wi read more
Reply Discussion Enterprise
0 upvote
1 Reply
SSmithBEP on May 13, 2021
Website Integration
I am crafting an RFP for Website Design and Development. Currently we are licensed for CRM and Marketing and are considering CMS. In the RFP I want to make sure I capture the various integration points between CRM/Marketing and a website that n read more
Reply Discussion Enterprise
0 upvote
2 Replies
Josh_C on January 28, 2020
Allow multiple branding logos for multiple teams
HS has the ability to have multiple domains, yet it only supports 1 branded logo for the entire account(?). This is an oversight in functionality. We have two teams that represent two different companies, yet their meeting pages and quote pages read more
Reply Idea Meetings
54 upvotes
20 Replies
SSmithBEP
Contributor
May 06, 2021
This is a failure to meet license requirements. We were forced to purchase Enterprise due to having 2 domains (i.e. 2 companies and 2 logos) and the...read more
Solved
SSmithBEP on April 16, 2021
Product Details when adding Product to Deal
We sell custom services so in the Products we left the unit cost as Zero and we use fields like description and some custom properties to provide Minimum Price and Maximum Price Guidance. So I went to create my first deal with these products and read more
Reply Discussion Enterprise
0 upvote
5 Replies
SSmithBEP
Contributor
April 28, 2021
Not sure what you are showing me. When I create a new deal and go to add product this is all I see. (Nothing really to configure and no space to ad...read more
SSmithBEP on April 16, 2021
Product Revenue Reporting
We have dozens of products where the SKU Starts with a product category like Energy-XXX or Design-XX. We would like to report by product revenue by stage. When I look at the custom reporting not sure how to just have product revenue reports withou read more
Reply Discussion Enterprise
0 upvote
3 Replies
SSmithBEP
Contributor
April 28, 2021
So we have 2 companies and multiple business unit/revenue centers which are effectively defined by products. Seperate pipelines do not work since a ...read more
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