Profil

FernandoVW
Mitglied
Mitglied seit ‎Jan 27, 2022
Nachricht senden
  • Lösungen
    0
  • Antworten
    0
  • Likes vergeben
    13
  • Likes erhalten
    21
  • Ideenforum
    1

Info

Um Nutzerprofile anzusehen, musst du in der Community angemeldet sein oder einen kostenlosen HubSpot-Account verwenden.

Freunde

    Die Freundesliste ist noch leer

Fernando Vidal Wagner

Dieser Benutzer hat noch keine Beschreibung erstellt. Bearbeite Dein Profil hier.

Aktivität

kayo on Februar 01, 2022
Associate multiple companies with a quote
Hi guys, It would be great to show multiple companies in one quote template (today I can show only one company) Thanks
Antworten Idee Deals
38 Likes
13 Antworten
FernandoVW
Mitglied
Februar 25, 2022
Upvote! Definitely, when I can associate multiple companies to a Deal, why not creating quotes for them? It works with contacts but not with ...Beitrag ansehen
ECosters on Februar 14, 2022
Reporting & List view on ALL Associated Companies to deals
You should be able to see the company name of all companies that are associated to a deal in the deals list view as well as in the reporting. Currently it shows "2 records" in the column "Associated Companies". The same should be possible in a repor Beitrag ansehen
Antworten Idee Deals Sales Reporting
36 Likes
3 Antworten
FernandoVW
Mitglied
Februar 24, 2022
Upvote! The new association labels are great, but the different companies or contact roles should be treated in a deal like multiple properties. ...Beitrag ansehen
btsp on Mai 28, 2021
Changing auto-association behavior which is hostile to B2B2B workflows
We are using HubSpot for B2B2B sales, insurance being sold via broker/agent partnerships. This means many Deals with one Deal Contact, where each deal has ABSOLUTELY NOTHING to do with other deals and should be kept completely separated. We are Beitrag ansehen
Antworten Idee Contacts & Companies Deals Meetings
7 Likes
5 Antworten
FernandoVW
Mitglied
Februar 20, 2022
Upvote! Definitely when dealing with large amounts of deals with a single customer, this brings confusion in the contact, company and deal activi...Beitrag ansehen
WorkflowNinja on Dezember 10, 2020
Default Product Discounts
Hello, I would love to see the ability to set default discounts on certain products, to avoid reps having to edit the line items each time to add the discounts we use frequently on specific products. Ideally, this would be set on the product lev Beitrag ansehen
Antworten Idee Products and Quotes
14 Likes
4 Antworten
FernandoVW
Mitglied
Februar 18, 2022
Upvote! I would like to have the possibility of completely deactivate the discount on certain products, both in the line item and in the global q...Beitrag ansehen
FinallyMatt on Juli 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom Beitrag ansehen
Antworten Idee Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
105 Likes
33 Antworten
FernandoVW
Mitglied
Februar 18, 2022
Upvote! This is a very important feature for us. Forecasts are heavily deviated if its not refelected! Each global discount, fee or TAX shoul...Beitrag ansehen
FernandoVW on Februar 16, 2022
Associate discount to company
We have several types of partner (premium, standard dealers...) which have different discount levels (in %). These discounts are per line item. It would be very useful to be able to associate a discount % to a specific company and that this is auto Beitrag ansehen
Antworten Idee Products and Quotes
21 Likes
8 Antworten
Neueste Beiträge anzeigen
Speichere bestimmte Beiträge, um schnell auf die hilfreichsten Diskussionen zugreifen zu können.
Erste Schritte
Aller Anfang ist schwer! Leg am besten damit los, uns ein wenig mehr über deine Interessen zu erzählen.
Profil ausfüllen

Following

Der Austausch mit anderen Mitgliedern ist eine der besten Möglichkeiten, um die HubSpot Community optimal zu nutzen. Hier sind ein paar Communitymitglieder, die dir den Einstieg erleichtern können.
Community-Abzeichen

Meine Gruppen

Finde Gleichgesinnte mit gemeinsamen Interessen, indem du den passenden Gruppen beitrittst. Hier sind einige unserer aktuellen Favoriten – oder verschaffe dir [hier] einen Überblick über alle Gruppen.
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.