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JSchmitz
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Member since ‎Mar 22, 2022
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Jeffrey Schmitz

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JSchmitz
Participant
November 17, 2022
Reply to Tool for gathering product / deal requirements
Josh, I love the idea of a Deal Hygiene report. What a great idea. Can you share an example of what that looks like? My work email is jschmitz@evo...read more
Solved
JSchmitz on October 17, 2022
Strategic Selling Blue Sheet Integration
Hello: Is anyone out there familiar with the Strategic Selling sales methodology created by Miller Heiman. Strategic Selling (and the Blue Sheet) bring structure to the sales process and I would love to implement within HubSpot. I'm also read more
Reply Discussion Enterprise
1 upvote
2 Replies
JSchmitz
Participant
June 02, 2022
Reply to Archive Defunct Products
Agree, we have a major issue with sales team using old products in quotes. We need to keep them for reporting as well so we cannot delete.
JSchmitz
Participant
May 17, 2022
Reply to Associate existing quote to a different deal
Agree with others in this thread. This is such a commonly used functionality it's amazing that it doesn't exist today.
JSchmitz
Participant
April 20, 2022
Reply to Archive Defunct Products
Agree. We would also like to sort product folders.
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