kirstenmhb

これらの掲示板を使用するには、JavaScriptがインストールされ、有効になっている必要があります。お使いのブラウザでJavaScriptが無効になっているか、JavaScriptがサポートされていません。 JavaScriptを有効にする方法については、ブラウザのヘルプファイルを参照してください。

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Kirsten Brown

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AlexP-Two 11月 16日, 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 続きを読む

返信ディスカッション Professional

7 いいね！

5 コメント

kirstenmhb

参加者

12月 13日, 2023

This feature is critical for establishing an activity baseline for our sales reps.

JAmetller 9月 19日, 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 続きを読む

返信アイデア Integrations

212 いいね！

58 コメント

kirstenmhb

参加者

12月 12日, 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...続きを読む

esundance 5月 12日, 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.

返信アイデア

212 いいね！

91 コメント

kirstenmhb

参加者

11月 14日, 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...続きを読む

jlin2045 6月 14日, 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.

返信アイデア Workflows

6 いいね！

5 コメント

kirstenmhb

参加者

11月 14日, 2023

This would also be helpful for my team for us to know how many quotes have been published in the last month

Pasqual 4月 29日, 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 続きを読む

返信アイデア Deals

78 いいね！

36 コメント

kirstenmhb

参加者

11月 10日, 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...続きを読む

Rangrachel 6月 03日, 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 続きを読む

返信アイデア Products and Quotes

133 いいね！

64 コメント

kirstenmhb

参加者

11月 10日, 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...続きを読む

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