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PimKo
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Mitglied seit ‎Apr 13, 2021
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jmoss on November 12, 2019
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
363 Likes
120 Antworten
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Juli 17, 2023
Please add this feature. Since we can auto add line items to deals, this would only be the next step.
JMaylandOlsen on April 20, 2022
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B Beitrag ansehen
206 Likes
58 Antworten
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Februar 10, 2023
I really can't understand why Hubspot doesn't support reporting on Team Goals. Reporting on any type of goal sounds like base functionality. Why else...Beitrag ansehen
claireWorkCast on Februar 25, 2020
Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented. This would mean that when Beitrag ansehen
200 Likes
48 Antworten
Mitglied
Oktober 14, 2022
I'm currently in the beta of this feature. It's quite basic for now, but this already makes our work a little more efficiënt. Now the next step wou...Beitrag ansehen
lalexander on November 14, 2018
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 Beitrag ansehen
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Mai 23, 2022
I just saw the update about the ability to use the CRM API to create and update Quotes. What's the relation of this new feature with the ability t...Beitrag ansehen
hannahflat on Mai 06, 2021
Right now if you want to merge company records and any of those are set as either a parent or child record, you have to first remove that relationship before you can merge them. When they are related to 1 or 2 companies that isn't too much of a Beitrag ansehen
80 Likes
34 Antworten
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Februar 21, 2022
Yes please! I don't really understand why you can't merge Parent (or child) companies in Hubspot. In our business this happens all the time and all o...Beitrag ansehen
claireWorkCast on Februar 25, 2020
Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented. This would mean that when Beitrag ansehen
200 Likes
48 Antworten
Mitglied
Oktober 14, 2022
I'm currently in the beta of this feature. It's quite basic for now, but this already makes our work a little more efficiënt. Now the next step wou...Beitrag ansehen
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