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04926
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Member since ‎Jan 1, 2023
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Merlin Gehrig

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R10 on August 27, 2019
Create Quotes for other users
As someone who often has to create quotes for other team members, I would find it very helpful to be able to easily switch the "Your Info" contact info in a quote. Currently, the quote creator is the default contact for the quote. If I need to read more
Reply Idea Products & Quotes
116 upvotes
32 Replies
04926
Member
October 31, 2023
yes needed ASAP
cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
Reply Idea Deals
1823 upvotes
559 Replies
04926
Member
September 26, 2023
Line Items: Should they also be duplicated when a Deal is duplicated? yes Associations: How should associations with Contacts, Companies, and...read more
cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
Reply Idea Deals
1823 upvotes
559 Replies
04926
Member
September 26, 2023
Line Items: Should they also be duplicated when a Deal is duplicated? yes Associations: How should associations with Contacts, Companies, and...read more
cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
Reply Idea Deals
1823 upvotes
559 Replies
04926
Member
September 26, 2023
Line Items: Should they also be duplicated when a Deal is duplicated? yes Associations: How should associations with Contacts, Companies, and...read more
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