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MarshallJames
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Member since ‎Sep 9, 2023
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James Marshall

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Activity

rsbarry on August 25, 2020
Required fields on everything
We are finding an absolute critical problem regarding required fields at every corner other than on a deal. Currently, we use the hubspot inbox extension to log emails and to track activity, which is great but the major problem here is that when a read more
Reply Discussion Companies Contacts
7 upvotes
3 Replies
MarshallJames
Participant
October 21, 2023
Has there ever been any progress made on this?
MarshallJames on September 29, 2023
Making a developer test account 'Live'
Hello, If I'm posting this in the wrong place, or this answer is well known, then please forgive me. Challenge: 1. A client has a current hubspot account (so far so good). 2. It needs to talk to a new ERP system which it currently read more
Reply Discussion Enterprise
0 upvote
3 Replies
MarshallJames
Participant
October 04, 2023
Hi there, I'm very interested in this, I'll give it a go and then let you know if it achieves what i need. Thank you.
MarshallJames on September 29, 2023
Making a developer test account 'Live'
Hello, If I'm posting this in the wrong place, or this answer is well known, then please forgive me. Challenge: 1. A client has a current hubspot account (so far so good). 2. It needs to talk to a new ERP system which it currently read more
Reply Discussion Enterprise
0 upvote
3 Replies
MarshallJames
Participant
October 04, 2023
Hi there, I'm very interested in this, I'll give it a go and then let you know if it achieves what i need. Thank you.
robsteele on October 24, 2020
Import Quotes from Excel
We get quotes from our distributor with 60-100 SKUs / line items. I can't figure out a simple and quick way to import or turn these into quotes within hubspot. We love how simple everything else is but if we can't quote our customers in a timely fas read more
Reply Idea Products and Quotes
13 upvotes
6 Replies
MarshallJames
Participant
September 19, 2023
Is there any way of importing quotes using another system, via excel or an API, to do something like this yet?
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