Mark_Kelly

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Mark_Kelly on Março 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 Leia mais

Responder Discussão Admin Process RevOps SalesOps

1 avaliações positivas

3 Respostas

Mark_Kelly

Participante | Parceiro Platinum

Março 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...Leia mais

Mark_Kelly on Março 26, 2023

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

Responder Discussão Admin Process RevOps SalesOps

1 avaliações positivas

3 Respostas

Mark_Kelly

Participante | Parceiro Platinum

Março 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...Leia mais

sbacookie on Fevereiro 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 Leia mais

Responder Idéia Tickets

182 avaliações positivas

57 Respostas

Mark_Kelly

Participante | Parceiro Platinum

Janeiro 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 Janeiro 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.

Responder Discussão Data Sync

2 avaliações positivas

4 Respostas

Mark_Kelly

Participante | Parceiro Platinum

Janeiro 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...Leia mais

Mark_Kelly on Janeiro 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.

Responder Discussão Data Sync

2 avaliações positivas

4 Respostas

Mark_Kelly

Participante | Parceiro Platinum

Janeiro 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...Leia mais

FransLeys on Outubro 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 Leia mais

Responder Discussão Data Sync

5 avaliações positivas

1 Respostas

Mark_Kelly

Participante | Parceiro Platinum

Janeiro 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...Leia mais

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