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AManess
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Member since ‎Aug 30, 2021
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Angela Maness

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AManess on May 20, 2022
Is there anyway to create a report on supplemental goals (meetings and calls)? We are able to set the goals, but not create a report that includes the quote. Thank you, Angela
0 upvote
2 Replies
Recognized Expert | Diamond Partner
May 25, 2022
Hello @AManess , Yes, we can create reports on the basis of calls and quotes through the Custom Report builder under Reporting Section. ...read more
AManess on January 17, 2022
It would be great if there was a way to access the product libary from the navigation bar for our sales team to have a quick resource to look up products rather than needing to create a quote to access the items. Is there a way to do this?
HubSpot Moderator
January 18, 2022
Hi @AManess , Thank you for reaching out to us! Currently, if you would like to view your products it may be best to open up an addit...read more
Solved
AManess on November 02, 2021
I was wondering if there is a way to create a report around My Deals which would populate by user based on the log in similar to my tasks?
Hall of Famer | Partner
November 02, 2021
Hi @AManess , Could you be more specific, which report exactly would you like to run? Generally, the easiest way to access "my" deals is...read more
Solved
AManess on October 08, 2021
We have professional paid version of Hubspot. We have 12 different locations with 12 different address, How do you handle this when sending quotes, How can we fill in the headers each time so we don't have this problem. They want us to sign up w read more
0 upvote
3 Replies
Recognized Expert | Diamond Partner
October 11, 2021
Thank you @MiaSrebrnjak for counting me in. So @AManess , as you told us that you have 12 different addresses so for this, you have to creat...read more
Solved
AManess on August 30, 2021
Hi, I am wondering if there is a "best practices" checklist for training new "day to day" users. We will be adding sales people and I am wanting to put together some information on how they access Hubspot and use things: Access contacts. edit co read more
0 upvote
2 Replies
Guide | Diamond Partner
August 30, 2021
Hi @AManess , You can visit our help centre at HubSpot - Help Center (webdew.com) You will find articles here with videos which will help you an...read more
Solved
bkopp on August 23, 2021
i really need all the gurus help here! when we go out and see prospects and or customers we fill out a questionaire or simple on page information gathering , i will try to attatch ... what i need is this or is there a way to create this and have it read more
0 upvote
3 Replies
Participant
August 30, 2021
Thank you for these great answers. I have a follow up question on the post - "Questionnaire form for customer , that is live on the contact or c...read more
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