Profile

HSpotter2412
Participant
Member since ‎Dec 20, 2023
Message
  • solutions
    0
  • Replies
    2
  • Upvotes Given
    13
  • Upvotes Received
    2
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Jarryd Nelson

This user hasn't created a bio yet. Edit your own profile here!

Activity

esundance on May 12, 2017
How do you duplicate a Deal?
I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.
Reply Idea
335 upvotes
114 Replies
HSpotter2412
Participant
September 09, 2024
HubSpot intentionally leaves out simple functions such as 'deal duplication', to profit off of thier marketplace offerings and third party app creato...read more
shiling on March 06, 2019
Configure quote number format
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more
Reply Idea Deals
248 upvotes
111 Replies
HSpotter2412
Participant
July 10, 2024
bump
cmccabe on March 23, 2020
Allow Customization of Preview Panel and Record Right Sidebar
I am implementing HubSpot Sales and CRM company-wide. We are starting with the most important features and rolling out 'nice-to-haves' as adoption increases. We are not using Tickets, Workflows, Memberships, or Playbooks at this time. Those features read more
Reply Idea Account Settings
153 upvotes
66 Replies
HSpotter2412
Participant
March 25, 2024
I have Enterprise edition and don't see that anywhere. In the Data Management - Deals, I only have the tabs "Setup", "Associations", "Pipelines", "Re...read more
cmccabe on March 23, 2020
Allow Customization of Preview Panel and Record Right Sidebar
I am implementing HubSpot Sales and CRM company-wide. We are starting with the most important features and rolling out 'nice-to-haves' as adoption increases. We are not using Tickets, Workflows, Memberships, or Playbooks at this time. Those features read more
Reply Idea Account Settings
153 upvotes
66 Replies
HSpotter2412
Participant
March 25, 2024
I have Enterprise edition and don't see that anywhere. In the Data Management - Deals, I only have the tabs "Setup", "Associations", "Pipelines", "Re...read more
Solved
VAtuyer on August 03, 2023
Automatically Associate Deals with Company
Hello In my database, many deals are not associated with a company. Is there a way to automatically associate a deal with a company (for example thanks to the email address of the email address of the client)? Thanks
Reply Discussion Professional
0 upvote
8 Replies
HSpotter2412
Participant
March 19, 2024
How would this help with their problem though? Can Associ8 automatically associate a deal to a company that is associated with the contact the deal w...read more
esundance on May 12, 2017
How do you duplicate a Deal?
I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.
Reply Idea
335 upvotes
114 Replies
HSpotter2412
Participant
September 09, 2024
HubSpot intentionally leaves out simple functions such as 'deal duplication', to profit off of thier marketplace offerings and third party app creato...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.