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AmandaAdams
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Miembro desde ‎mar 15, 2022
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Amanda Adams

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Pasqual en Abril 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 Leer más
Responder Idea Deals
78 Me gusta
36 Respuestas
AmandaAdams
Participante
Julio 10, 2023
definitely need this.
wue en Septiembre 03, 2020
Notification on Knowledge base new article or article update
As a user, I can configure to receive notification when a new article is updated or article has been updated in selected categories. use case: I would like to be notified when marketing team has added a new sell sheet, or an update to a process Leer más
Responder Idea Knowledge Base
101 Me gusta
23 Respuestas
AmandaAdams
Participante
Junio 27, 2023
+1 this should definitely be able to be configured
AmandaAdams en Junio 13, 2023
Send proposed meeting times in an email - BUG
When trying to send proposed meeting times in an email, there is an error that says "only available for contacts in CRM." The contact does exist in our CRM, so it appears to be a bug. It is an incredibly annoying bug so we have been troubleshooting Leer más
Responder Conversación Enterprise
0 Me gusta
1 Respuestas
peterhsu en May 07, 2023
Insert Proposed Times functionality handicap ("only available for CRM contacts")
I've been using the Insert Proposed Times meeting functionality for some time now and absolutely loving it. One of the key advantages over sending a meeting link is it lets you set a subject line for the meeting that provides context to both partie Leer más
Responder Conversación Connected Email Meetings
6 Me gusta
6 Respuestas
AmandaAdams
Participante
Junio 13, 2023
Hi! im having the same issue except it's not allowing me to insert meeting times even with some of my contacts that ARE in our CRM. Does anyone have ...Leer más
Ram4 en Diciembre 20, 2021
Multiple Sandbox accounts
As of now the Enterprise account allows us to create only one Sandbox account. We are deveoping an application (Private App) to push data from a custom CRM application to Hubspot. We normally have multiple environments such as DEV, TEST and UAT Leer más
Responder Idea CMS Development Tools Integrations
5 Me gusta
2 Respuestas
AmandaAdams
Participante
May 11, 2023
Hi jakkovanalphen, is there an update on this?
vesnastefanovic en Noviembre 24, 2020
Emil settings - smart rules for From name and From address
Without abbility to create smart rules for name and address recipients will see, I need to create email clones (for example - same email content, but sent from Onboarding or Ongoing Support agent, based on onboarding status of a client)
Responder Idea Marketing Emails
5 Me gusta
3 Respuestas
AmandaAdams
Participante
Septiembre 27, 2022
agree, it would be super great if an email could come from sales rep A for sales rep A's owned contacts, and email could come from sales rep B for sa...Leer más
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