Mark_Kelly

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Mark Kelly

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Mark_Kelly on March 26, 2023

How can we give a 3rd party partner access to portal with limited visibility?

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

Reply Discussion Admin Process RevOps SalesOps

1 upvote

3 Replies

Mark_Kelly

Participant | Platinum 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

How can we give a 3rd party partner access to portal with limited visibility?

Reply Discussion Admin Process RevOps SalesOps

1 upvote

3 Replies

Mark_Kelly

Participant | Platinum 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

sbacookie on February 26, 2020

Associate tickets with other tickets

Working across multiple teams with multiple goals sometimes one customer project requires multiple tickets. As you are able to associate a ticket with a deal, company and contact. It could be nice if you were able to associate tickets with other t read more

Reply Idea Tickets

182 upvotes

57 Replies

Mark_Kelly

Participant | Platinum 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.

Mark_Kelly on January 15, 2022

Looking for ways to sync Quote Line Items to NetSuite

Can this be handled within Operations Hub, or is there another direction we need to go with this client? Appreciate any ideas here.

Reply Discussion Data Sync

2 upvotes

4 Replies

Mark_Kelly

Participant | Platinum 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

Looking for ways to sync Quote Line Items to NetSuite

Can this be handled within Operations Hub, or is there another direction we need to go with this client? Appreciate any ideas here.

Reply Discussion Data Sync

2 upvotes

4 Replies

Mark_Kelly

Participant | Platinum 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

FransLeys on October 12, 2021

[Beta] Syncing deals

Hi everyone! There have been a lot of announcements today because of INBOUND. We already heard that an Enterprise tier will be added to Operations Hub on November 1, but what’s also exciting is the long-awaited arrival of deal sync to data read more

Reply Discussion Data Sync

5 upvotes

1 Reply

Mark_Kelly

Participant | Platinum 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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