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kirstenmhb
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Member since ‎Jul 19, 2022
  • solutions
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  • Replies
    3
  • Upvotes Given
    14
  • Upvotes Received
    1
  • Ideas
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Kirsten Brown

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AlexP-Two on November 16, 2022
Hi Community! Has anyone out there found a way to link up sales navigator or plain linkedin messages to be logged as an activity automatically at deal or contact level? I currently have the plug in installed, my team can send in-mails directly read more
6 upvotes
5 Replies
Participant
December 13, 2023
This feature is critical for establishing an activity baseline for our sales reps.
JAmetller on September 19, 2021
Feature Request: When using LinkedIn Sales Navigator integration, be able to log LinkedIn messages into Hubspot, wether those are from a LinkedIn chat or LinkedIn Sales Navigator chat. The messages could be automatically logged-in with an automated read more
195 upvotes
53 Replies
Participant
December 12, 2023
This feature is really important to my team and means we have to look for 3rd party solutions. It would be so much simpler to just have an integratio...read more
esundance on May 12, 2017
I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.
174 upvotes
83 Replies
Participant
November 14, 2023
Waiting for this functionality. We don't want to add 3rd party tools to our Hubspot but we need a way to duplicate deals and copy over information fo...read more
jlin2045 on June 14, 2023
It would be nice to have the option to trigger a workflow based on if a quote has been published or not. We are trying to tie this to "deal stage" and have the stage listed as "quote issued" automatically.
6 upvotes
5 Replies
Participant
November 14, 2023
This would also be helpful for my team for us to know how many quotes have been published in the last month
Pasqual on April 29, 2021
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 read more
75 upvotes
35 Replies
Participant
November 10, 2023
This needs to be a feature!! We have a use case for this and it's causing significant reporting and customer experience problems for us whenever it h...read more
Rangrachel on June 03, 2021
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more
123 upvotes
60 Replies
Participant
November 10, 2023
Is there any update on this? I have had this problem several times now with sales people creating a quote attached to the wrong deal and we can't fix...read more
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