CKnight2004

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Clare Knight

Sales Director, runner, mum to two boys. Lifelong learner.

Activity

SacredTaste on April 29, 2021

Creating Xero Invoices Through the Hubspot App

We would like our Reps to be able to create an invoice on-the-spot while in stores. They are able to use their phones for everything else, so it doesn't make sense for them to have to take their laptops to be able to access this feature through the read more

Reply Idea Integrations

3 upvotes

3 Replies

CKnight2004

Participant

March 19, 2024

Agree- it would make a huge difference for our business to be able to create xero invoices from within HubSpot.

lucasschiltz on August 08, 2019

Export contacts from sequence who did not respond

When a sequence ends, I would like to group together & export the contacts by their "status" so I can have data around who responded and who didn't. There needs to be a filter in "Contacts" that includes the status of a sequence (Enrolled, no re read more

Reply Idea Contacts & Companies Lists Sales Reporting Sequences

212 upvotes

50 Replies

CKnight2004

Participant

May 24, 2023

We are desperate for this, it would be a game changer for us. The work involved in teasing out those folk who have opened but not responded, is ridic...read more

MPowellCDN on March 17, 2023

How to login to ChatSpot without Google?

I signed up and was approved to use ChatSpot with a company email address which is not hosted by Google. I don't want to sign in with my personal Google email and connect my company HubSpot account. Has anyone else encountered this issue?

Reply Discussion ChatSpot Login issues

1 upvote

2 Replies

CKnight2004

Participant

March 22, 2023

Yes, I’ve had the same issue. Logged as an issue but no response yet.

Solved

ZHerman on April 13, 2022

Create List based on Sequence Activity

Good Morning! I am loving the sequence functionality and am looking to take it a step further. I am trying to create a list of contacts based on their activity taken in the sequence. My sequence consists of 3 emails, and if the contacts have cli read more

Reply Discussion Lists Sequences

1 upvote

3 Replies

CKnight2004

Participant

March 22, 2023

Just came on to the community to ask this exact question. Thank you for the clear reply and explanation. Hopefully more functionality to action outp...read more

allanjirav on June 02, 2022

Forecasting

I would like to be able to customize the forecast module in Hubspot to forecast off of different fields on the deal property. Right now my understanding is that I can only use the deal amount or the weighted deal amount. This becomes an issue when I read more

Reply Idea Sales Reporting

8 upvotes

3 Replies

CKnight2004

Participant

March 15, 2023

Completely agree. All our targeting is based off of ARR. The forecast functionality is useless, as it only allows total deal amount- which could equa...read more

Jwl4692 on August 13, 2019

Adding Start and End Date as Default to Quotes in Hubspot

Add the ability to add a the start date and end date on every quote that can be generated from a deal. It would be great to see both start and end date as a default on every quote.

Reply Idea Products & Quotes

33 upvotes

17 Replies

CKnight2004

Participant

January 26, 2023

Sure. Firstly, we used the 'Comments' section with the text 'Renewal Term', and then inserted Personalisation Tokens from the Deal record which is a...read more

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