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LCorey
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Member since ‎Nov 15, 2022
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Lynsey Corey

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LCorey on October 18, 2023
why can't we copy a quotation and paste it in a new deal so it's for another client or same cllient and a different site - saving time adding anonther 100 products on to a quote! it has to be a different deal as it has different instructions for the read more
1 upvote
0 Reply
LCorey on October 18, 2023
Flexibility to copy a quotation of say 62 line items to another deal, so if a client has several deals going that are all very similar we don't have to create 7 more quotes under 7 new deals, we can simply copy this quotation and all it's line items read more
0 upvote
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KaylaFairchild on September 19, 2023
I'm Kayla. I am a data driven marketing nerd with a huge focus on pipeline growth. My hope is to bridge the gap between marketing and sales teams through a deeper understanding of Hubspot Sales Software. Thanks for having me! 😎
10 upvotes
5 Replies
Participant
September 20, 2023
Welcome, Im the other way, I have been using HubSpot over a year for sales and marketing but no little about the gap and joining of sales and marketin...read more
Solved
LCorey on April 21, 2023
Just wondering what people use the "sales documents" for? do you put copies of your product knowledge and sales documents here? or do you put financial or sales peoples figures or documents in here? I personally use attachments in deals to add docum read more
1 upvote
1 Reply
Jaycee_Lewis on March 14, 2023
Hello Community! I am thrilled to announce our Champion of the Month for March 2023: Barry Grennan 🎉 @BarryGrennan Let's all give a round of applause to Barry for their outstanding contributions to our Com read more
20 upvotes
18 Replies
Participant
April 11, 2023
congratulations on your recognition with the HubSpot community! @BarryGrennan
Solved
ARogencamp on September 03, 2022
I have started to use Quotes but I dont want the quote total to update the deal amount as I only want the monthly SaaS part of the quote to update the deal amount. Is this possible?
0 upvote
3 Replies
Participant
December 01, 2022
What if that quote has a % discount of 5%? the amount is only updating with the pre discount amount and not with the % off it, how would I get it to ...read more
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