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ToniCH
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Member since ‎Aug 4, 2021
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ToniCH
Participant
August 24, 2021
Reply to Invoice from external Tool
Hi Aakar Thank you for the Idea. We will check it out middle of October. Until then, i do not find the time to do that. But i will let you know!
ToniCH on August 09, 2021
Invoice from external Tool
Hello Community We are using HubSpot and a Project Management Tool called Moco. We create all invoices in Moco. Moco and HubSpot can be connected via Zapier. I guess, it is not a big deal to get the Data from a Invoice out of Moco. But, wher do read more
Reply Discussion Companies Professional Sales
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ToniCH
Participant
August 06, 2021
Reply to Forecast Date Range- Custom for Fiscal Year
Thank you KEssop The ability to define the fiscal year is a step in the right direction. What I miss, however, is the possibility to deposit a budge...read more
ToniCH
Participant
August 04, 2021
Reply to Forecast Date Range- Custom for Fiscal Year
Does anyone have an idea how I can record the sales target to be achieved per year so that it is then distributed linearly over all 12 months in one ...read more
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