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kirstenmhb
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Membre depuis ‎juil. 19, 2022
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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Kirsten Brown

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AlexP-Two le Novembre 16, 2022
Linkedin Inmails - automatic tracking
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 Lire la suite
Répondre Discussion Professional
7 Mentions J'aime
5 Réponses
kirstenmhb
Participant
Décembre 13, 2023
This feature is critical for establishing an activity baseline for our sales reps.
JAmetller le Septembre 19, 2021
Log LinkedIn messages into Hubspot
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 Lire la suite
Répondre Idée Integrations
213 Mentions J'aime
59 Réponses
kirstenmhb
Participant
Décembre 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...Lire la suite
esundance le Mai 12, 2017
How do you duplicate a Deal?
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.
Répondre Idée
213 Mentions J'aime
91 Réponses
kirstenmhb
Participant
Novembre 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...Lire la suite
jlin2045 le Juin 14, 2023
quote based trigger for "published"
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.
Répondre Idée Workflows
6 Mentions J'aime
5 Réponses
kirstenmhb
Participant
Novembre 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 le Avril 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 Lire la suite
Répondre Idée Deals
78 Mentions J'aime
36 Réponses
kirstenmhb
Participant
Novembre 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...Lire la suite
Rangrachel le Juin 03, 2021
Associate existing quote to a different deal
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 Lire la suite
Répondre Idée Products and Quotes
133 Mentions J'aime
64 Réponses
kirstenmhb
Participant
Novembre 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...Lire la suite
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