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NGallagher
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Membre depuis ‎nov. 19, 2021
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Nicole Gallagher

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Activité

KNye le Janvier 21, 2022
Hubspot payments to allow for taxes & fees as a line item
The new Hubspot payment is an awesome feature that we were super excited to use, especially since it allows for ACH payments. Unfortunately we realized it won't allow you to charge any taxes in your quote if you want to use Hubspot Payments. This is Lire la suite
Répondre Idée Products and Quotes
29 Mentions J'aime
18 Réponses
NGallagher
Membre
Août 09, 2022
Commenting on behalf of a customer - this is a crutial tool for many users!
David_Loggins le Juin 18, 2020
Print option for emails
I don't see an option to "Print" any of my emails. Some of my emails are orders that i would prefer to save as a PDF and attach to an order # in my sales system. I prefer this print option to be availabe in the email conversations AND in the tic Lire la suite
Répondre Idée
74 Mentions J'aime
40 Réponses
NGallagher
Membre
Mai 27, 2022
much needed for legal reasons with a customer i was just working with!!
margo_northcutt le Mars 08, 2018
Filter Deals by associated Products
Our Sales team would like to be able to filter Deals by Products related to the Deal. Today we use (probably too many) Deal Stages/Pipelines to distinguish which product someone is interested in purchasing. This way of tracking products seem Lire la suite
Répondre Idée Deals
240 Mentions J'aime
72 Réponses
NGallagher
Membre
Mai 10, 2022
This feature would be very useful for customers!!
mphnyc le Juin 22, 2017
Default Values for Personalization Tokens in HubSpot Sales
Would be good if the same HS Marketing functionality for a deafult value for something like First Name and Compan Name was available in the HubSpot Sales Template feature. Right now, there is no way to set a default fallback value for tokens.
Répondre Idée Snippets & Templates
87 Mentions J'aime
29 Réponses
NGallagher
Membre
Avril 05, 2022
Posting on behalf of a customer I just worked with. This would be a great & very useful tool!
CoachAaronCCR le Juillet 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Lire la suite
Répondre Idée Contacts & Companies Deals Properties
1360 Mentions J'aime
198 Réponses
NGallagher
Membre
Mars 24, 2022
Posting here after working with a customer who is looking to do something similar. It would be very helpful to be able to do this with tickets as wel...Lire la suite
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