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PimKo
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コミュニティー参加日: ‎4 13, 2021
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アクティビティ

jmoss 11月 12日, 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 いいね!
120 コメント
メンバー
7月 17日, 2023
Please add this feature. Since we can auto add line items to deals, this would only be the next step.
JMaylandOlsen 4月 20日, 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 続きを読む
207 いいね!
58 コメント
メンバー
2月 10日, 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...続きを読む
claireWorkCast 2月 25日, 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 続きを読む
200 いいね!
48 コメント
メンバー
10月 14日, 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...続きを読む
lalexander 11月 14日, 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 続きを読む
662 いいね!
182 コメント
メンバー
5月 23日, 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...続きを読む
hannahflat 5月 06日, 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 続きを読む
80 いいね!
34 コメント
メンバー
2月 21日, 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...続きを読む
claireWorkCast 2月 25日, 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 続きを読む
200 いいね!
48 コメント
メンバー
10月 14日, 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...続きを読む
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