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MPastranaRios
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Marina Pastrana Rios

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NGosz en Junio 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 Leer más
Responder Idea CRM Objects (Contacts & Companies & Deals & Tickets)
121 Me gusta
29 Respuestas
MPastranaRios
Participante
Junio 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...Leer más
NGosz en Junio 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 Leer más
Responder Idea CRM Objects (Contacts & Companies & Deals & Tickets)
121 Me gusta
29 Respuestas
MPastranaRios
Participante
Junio 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...Leer más
Arne en Junio 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 Leer más
Responder Idea Products & Quotes
83 Me gusta
35 Respuestas
MPastranaRios
Participante
Enero 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...Leer más
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Edyta7510 en 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 Leer más
Responder Conversación CRM Deals Enterprise Reports Sales
10 Me gusta
18 Respuestas
MPastranaRios
Participante
Noviembre 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...Leer más
Arne en Junio 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 Leer más
Responder Idea Products & Quotes
83 Me gusta
35 Respuestas
MPastranaRios
Participante
Enero 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...Leer más
Arne en Junio 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 Leer más
Responder Idea Products & Quotes
83 Me gusta
35 Respuestas
MPastranaRios
Participante
Enero 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...Leer más
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