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BRyder
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Mitglied seit ‎Nov 9, 2021
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Brock Ryder

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Pasqual on April 29, 2021
Feature to take a cloned quote and associate it with a new deal
I find very handy the feature to clone a quote. For me is especially useful when you have a similar quote that you need to redo. My problem is that when I need to clone, a quote is not for the same deal. Let me try to explain: 1) I crea Beitrag ansehen
Antworten Idee Deals
78 Likes
36 Antworten
BRyder
Teilnehmer/-in
Februar 08, 2023
Needed please!
JMaylandOlsen on April 20, 2022
Team goals & sub-goals
Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B Beitrag ansehen
Antworten Idee Sales Reporting
185 Likes
52 Antworten
BRyder
Teilnehmer/-in
Februar 08, 2023
Come on HubSpot... Why do you keep doing this to us? Of course we need team goals and reporting on it. Also not just revenue. We should be abl...Beitrag ansehen
jbolger90 on Februar 03, 2022
Ability to Organize and Sort Line Items within Product Library
It seems that there is no way to sort and organize line items within product libraries. Products are sorted based on import or create date within HubSpot. My company builds product libraries and folders based off a tiered pricing approach (I.E Beitrag ansehen
Antworten Idee Products and Quotes
122 Likes
62 Antworten
BRyder
Teilnehmer/-in
April 02, 2022
I agree this is super frustrating. If I go into product library in settings I can sort alphabetically or however. But that view does not save. it...Beitrag ansehen
Gelöst
BRyder on Januar 14, 2022
How to manage our company that has 2 separated internal companies but 1 website
Hi, we have implemented HubSpot for our company on our commercial business side. So far it has been a huge succes (marketing and sales professional). So now we want to implement this for our government business part of the business. Issue is Beitrag ansehen
Antworten Diskussion Marketing Professional Sales Workaround
0 Likes
1 Antwort
Gelöst
ddwolf2 on Mai 02, 2017
tracking deals sold through a reseller
We have just started to use Hub Spot for tracking business. Our business has agents that need to register opportunities in Hub Spot. We would like to tie all the deals to the agents but still have the individual companies in the deal forecast. Can s Beitrag ansehen
Antworten Diskussion
0 Likes
19 Antworten
BRyder
Teilnehmer/-in
Januar 14, 2022
Hi, I am doing exactly what you are asking. I mostly sell via a reseller netowrk. Hubspot have added in Beta a fucntion for this. I have Sales Prof...Beitrag ansehen
BRyder on Dezember 10, 2021
How to manage a deal in pipeline that comes from reseller stock
New to HubSpot and loving it. Have a situation I would like to put out there (as best I can). We sell predominantly via a reseller network with a small amount of direct sales. So direct sales is easy via deals. Sorted. For resellers though we Beitrag ansehen
Antworten Diskussion Professional
1 Likes
2 Antworten
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