AHermansson

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Anders Hermansson

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AHermansson on Janeiro 10, 2024

One MS-Teams multiple HubSpot portals

It would be great to be able to connect more than one HubSpot Portal to a single Microsoft Teams installation. Larger company groups might have consolidated Teams into one instance but they still need separate HubSpot portals to run their diff Leia mais

Responder Idéia Integrations

3 avaliações positivas

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mbarba on Fevereiro 24, 2022

Introduce Yourself!

Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Data Management & Reporting Study Group! One of the best ways to learnData Management & Reporting is by implementi Leia mais

Responder Discussão

76 avaliações positivas

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AHermansson

Participante | Parceiro Platinum

Abril 14, 2023

Hi! I'm Anders. What's your current role? I'm the founder and CEO of Business Reflex. We have been working with revenue generation ...Leia mais

AHermansson on Novembro 22, 2022

Adding 10 (many) pages of terms to a quote

Hi! The quotes are great. But we have lots of appendicies with our quotes/agreement. And they need to be part of what we send to clients so that they sign everything in one go. Has anyone a good solution for this? Links to document that are not a Leia mais

Responder Discussão Sales

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AHermansson

Participante | Parceiro Platinum

Novembro 24, 2022

Thank you Sean. I did try in the quote designer but it was kind of limited when it came to large amounts of text. I'll take a second look.

AHermansson on Novembro 22, 2022

Adding 10 (many) pages of terms to a quote

Responder Discussão Sales

0 avaliações positivas

3 Respostas

AHermansson

Participante | Parceiro Platinum

Novembro 24, 2022

Thank you Sean. I did try in the quote designer but it was kind of limited when it came to large amounts of text. I'll take a second look.

kcgarvin on Outubro 05, 2020

Forecast Date Range- Custom for Fiscal Year

Would be helpful to be able to filter the date ranges on the forecast feature in a custom range. For instance, we run on a fiscal year July1- June 30. And now, as it stands we can not forecast on this date range.

Responder Idéia Sales Reporting

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AHermansson

Participante | Parceiro Platinum

Outubro 06, 2021

It would be great to be able to set an account default for "Start of fiscal year". And this would then add filtering option like "Next fiscal quarter...Leia mais

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