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Mark_Kelly
Participant | Diamond Partner
Member since ‎Sep 21, 2021
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Mark Kelly

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Participant | Diamond Partner
March 28, 2023
Thanks @LaurenRyan . This is where we started, however the companies and contacts are also worked by internal resources who are selling other servic...read more
Mark_Kelly on March 26, 2023
Hey all - looking for some suggestions here. Does anyone here know of a way to connect an outside organization to a portal, and not let them see anything other than the contacts they will be calling (including timeline events) - think 3rd party SD read more
Participant | Diamond Partner
January 26, 2023
Ditto - I have two clients who are requesting this today, and we're having to create workarounds so they can have the associations.
Participant | Diamond Partner
January 26, 2022
Actually, @JenWeiss , this is for a client. Looking at your first bullet, I'm curious if Operations Hub Enterprise will allow us to sync product/qu...read more
Mark_Kelly on January 15, 2022
Can this be handled within Operations Hub, or is there another direction we need to go with this client? Appreciate any ideas here.
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Participant | Diamond Partner
January 15, 2022
Question for anyone on this feature: Is there a way to sync the line items of a deal (i.e. from quotes) to NetSuite via Operations Hub Pro? Really ne...read more
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