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NLayton
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Member since ‎Sep 14, 2023
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Neal Layton

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NLayton on October 29, 2024
Updating a product description
When updating a product (line item) description this will not pull through the updated description to deals already produced. When you initially create a quote it will pull the description through, if that description is updated after the fact you w read more
Reply Discussion Reporting
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2 Replies
NLayton on October 28, 2024
Onboarding pipeline dropout
We use a ticketing pipeline for client onboarding and i would like to be able to report one where in the pipeline we see the most dropouts, has anyone come across a report which may be able to detail this? NB this is a ticketing pipeline, not a deal read more
Reply Discussion Sales
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NLayton
Participant
September 17, 2024
Reply to automatically close chat conversation by time
How come HS can do this when their own customers are on chat with them and yet cannot create the function for the customers systems? Strange!!! Make ...read more
NLayton
Participant
September 17, 2024
Reply to Close inactive Live Chats after 5 minutes of no activity
this is exactly what Hubspot does so why can't it be created for your users? Make it happen please!!!!
NLayton
Participant
August 29, 2024
Reply to Dynamic Pricing
I may ahve over simplified. I can sync properties between company and Prodcut no problem, what I need to be able to do is sync a property which can v...read more
NLayton
Participant
August 28, 2024
Reply to Tiered pricing structure based on a product quantity
Would be a godsend!!! Trying to implement pricing absed on simple company properties, no way to link the two, even considering creating as company p...read more
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