NicoleSengers

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Guide | Elite Partner

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solutions
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Nicole Sengers

A lifelong learner and HubSpot user for over 8 years. I

Activity

KFitzsimmons on September 12, 2023

Emojis in a ticket

How can I add an emoji into the body of a ticket (email) please? I remember seeing the release note for this and it was as shortcut but I can't find that now. This is when working in the ticket itself, not in a conversation. Many thanks.

Reply Discussion Tickets

0 upvote

5 Replies

NicoleSengers

Guide | Elite Partner

September 13, 2023

Hi @KFitzsimmons While there isn't a native ability to insert emojis in Ticket names, Sales emails or any of these tools the suggestion abov...read more

Solved

SNasonov on February 20, 2023

Line items reporting

Hi Community, Is there a way to report on revenue inflows based on Line Product. In line product I have service A with start/end billing date. Start date 01.01.2023 End date 01.12.2023 Payment frequenct - monthly. Monthly amounty - $1.00 read more

Reply Discussion Reports

1 upvote

6 Replies

NicoleSengers

Guide | Elite Partner

August 17, 2023

Hi @TuMa The Recurring revenue report shows the monthly recurring amounts over a specific time period in a way that OOTB or without some kind of...read more

susanmartin2006 on July 22, 2020

Custom product properties on Quotes

It seems strange that I'm able to create custom properties on Products (like notes, comment, is optional selection, serial number) but they can't be used/pulled into Quotes. I don't think any functionality will change when we sync our product librar read more

Reply Idea Products and Quotes

174 upvotes

62 Replies

NicoleSengers

Guide | Elite Partner

August 08, 2023

This functionality is absolutely crucial with custom quotes

NicoleSengers on August 02, 2023

Reporting Solution for Programmable Email

Looking at implementing programmable email for clients we have had a few enquiries around reporting on programmable email. The solution is super flexible based on a user's information. We would want a report created to see what information was vie read more

Reply Idea Marketing Emails Marketing Reporting

1 upvote

0 Reply

NicoleSengers on June 20, 2023

Playbooks Reporting to understand usage and sales team metrics

Hi there Playbooks are becoming more used and accessible but its not really possible (without using a required field or tag in the playbook itself or automation based on completed fields - which is inaccurate) to actually see which sales team read more

Reply Idea Dashboards & Reports Playbooks Sales Reporting

5 upvotes

0 Reply

NicoleSengers on June 20, 2023

Show version information or update on the line items card on a deal

The line items card on the deal view gets updated by the latest quote and could be linked to one of the quotes associated with the deal - it would be really helpful to show on this card which deal or what has updated these line items to know if they read more

Reply Idea Deals

2 upvotes

0 Reply

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