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courtney_hickey
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Member since ‎Mar 7, 2022
  • solutions
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  • Replies
    12
  • Upvotes Given
    27
  • Upvotes Received
    7
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Courtney Hickey

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LMeier61 on June 23, 2022
Our usual billing frequency is annually. But from time to time we also have customers who wants to use the license for 18 months. HubSpot doesn't allow me to save/create quotes with an annual billing frequency and a term not equal to 12 or a mult read more
0 upvote
2 Replies
Contributor
June 24, 2022
Overall notes - I would recommend working via Line Items on the deal record (adding, updating, etc.), then creating a quote. (Do not recommend creati...read more
courtney_hickey on June 10, 2022
Currently the quote title defaults to the deal name, which defaults to Company Name - New Deal. We have internal facing information in our company and deal naming conventions. Reps sometimes forget to edit the deal title to remove this inform read more
MAgosta on June 10, 2022
It would be very usefull to have data of the "Line items" available in workflows triggers and content. For example, 1/ when I have a 'won deal', I'd like to send an automated email, and in this email add details of the Lines items related to the read more
11 upvotes
3 Replies
Key Advisor | Diamond Partner
June 10, 2022
I like the hack from @courtney_hickey - but I can see how your request would be a great easy-button feature @MAgosta . Upvoting!
Solved
courtney_hickey on June 09, 2022
Currently the quote title defaults to the deal name, which defaults to the company name - New Deal. We have internal facing information in our company and deal naming conventions - would be great to have the option to make the quote title just b read more
0 upvote
2 Replies
Contributor
June 10, 2022
Hello @karstenkoehler , thank you for the clarification, we will remind the sales reps to check for this, but it would still be nice to put a system...read more
Solved
courtney_hickey on June 09, 2022
Currently the quote title defaults to the deal name, which defaults to the company name - New Deal. We have internal facing information in our company and deal naming conventions - would be great to have the option to make the quote title just b read more
0 upvote
2 Replies
Contributor
June 10, 2022
Hello @karstenkoehler , thank you for the clarification, we will remind the sales reps to check for this, but it would still be nice to put a system...read more
ericacowan on July 02, 2020
Is there a way to turn off the permissions for Zoom to create new contacts in HubSpot? Our Zoom admin manages multiple accounts across the company, so other departments' webinars are not related to our website and marketing dept. When host read more
1 upvote
10 Replies
Contributor
June 06, 2022
Checking in on this - our training team wants to log their Zoom meetings for large customer trainings in HubSpot, but the contacts attending these tr...read more
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