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MPastranaRios
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Member since ‎Jul 12, 2021
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Marina Pastrana Rios

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Activity

NGosz on June 17, 2020
Associate a form submissions with the associated company record
At this time, form submissions are only associated with the contact record. It would be helpful for sales reps to be able to view all form submissions that have happened for a company within the company record This would be especially helpfu read more
Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets)
134 upvotes
32 Replies
MPastranaRios
Participant
June 29, 2023
Hello Everyone, I have found a slight workaround. It doesn't totally solve all our problems, as it still won't automatically associate the compa...read more
NGosz on June 17, 2020
Associate a form submissions with the associated company record
At this time, form submissions are only associated with the contact record. It would be helpful for sales reps to be able to view all form submissions that have happened for a company within the company record This would be especially helpfu read more
Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets)
134 upvotes
32 Replies
MPastranaRios
Participant
June 29, 2023
Hello Everyone, I have found a slight workaround. It doesn't totally solve all our problems, as it still won't automatically associate the compa...read more
Arne on June 17, 2019
Keep quotes accessible after expiration
It’s a nightmare that quotes are no longer accessible for the customer nor possible to just reactivate them as a seller. It would be OK to have customers access it but as „expired“. For sales, recreating a quote just because a customer orders a few read more
Reply Idea Products & Quotes
98 upvotes
35 Replies
MPastranaRios
Participant
January 05, 2023
I agree with @MNuzzo . The original post by @Arne was made back in 2019. With all the new things that Hubspot is rolling out, you would think t...read more
Solved
Edyta7510 on May 23, 2022
Calculate Margin %
Hi All, I need to be able to visualize Margin% = Total contract value margin/ Total contract value HubSpot doesn't have this native property, from what I see it's impossible to create calculated product properties, and at a deal level I cannot u read more
Reply Discussion CRM Deals Enterprise Reports Sales
12 upvotes
18 Replies
MPastranaRios
Participant
November 30, 2022
@Edyta7510 how do you set this work around? Do we know why hubspot won't add the calculation function to products? And if they already calcu...read more
Arne on June 17, 2019
Keep quotes accessible after expiration
It’s a nightmare that quotes are no longer accessible for the customer nor possible to just reactivate them as a seller. It would be OK to have customers access it but as „expired“. For sales, recreating a quote just because a customer orders a few read more
Reply Idea Products & Quotes
98 upvotes
35 Replies
MPastranaRios
Participant
January 05, 2023
I agree with @MNuzzo . The original post by @Arne was made back in 2019. With all the new things that Hubspot is rolling out, you would think t...read more
Arne on June 17, 2019
Keep quotes accessible after expiration
It’s a nightmare that quotes are no longer accessible for the customer nor possible to just reactivate them as a seller. It would be OK to have customers access it but as „expired“. For sales, recreating a quote just because a customer orders a few read more
Reply Idea Products & Quotes
98 upvotes
35 Replies
MPastranaRios
Participant
January 05, 2023
I agree with @MNuzzo . The original post by @Arne was made back in 2019. With all the new things that Hubspot is rolling out, you would think t...read more
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