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am_23
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Membre depuis ‎oct. 12, 2018
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CCIlumia le Juin 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Répondre Idée Products & Quotes
875 Mentions J'aime
432 Réponses
am_23
Participant
Décembre 31, 2019
As a sales exec, I'd like to be able to create a quote that automatically pulls information that I've logged in various fields in the Hubspot deal, c...Lire la suite
cclancy le Avril 19, 2017
Meeting Outcome
In HubSpot CRM you have the ability to log a call outcome, however, you don't have the ability to log a meeting outcome. This information would be extremely helpful to the Sales Team and management. A standard report to complie this information pe Lire la suite
Répondre Idée Meetings Sales Reporting
117 Mentions J'aime
59 Réponses
am_23
Participant
Mai 20, 2019
Really need a way to track conversion rates through from meetings. Simplest way I can think of is "meeting outcomes", but not able to do at the momen...Lire la suite
cclancy le Avril 19, 2017
Meeting Outcome
In HubSpot CRM you have the ability to log a call outcome, however, you don't have the ability to log a meeting outcome. This information would be extremely helpful to the Sales Team and management. A standard report to complie this information pe Lire la suite
Répondre Idée Meetings Sales Reporting
117 Mentions J'aime
59 Réponses
am_23
Participant
Mai 20, 2019
Really need a way to track conversion rates through from meetings. Simplest way I can think of is "meeting outcomes", but not able to do at the momen...Lire la suite
Résolues
jakers007 le Juillet 30, 2018
task column properties
Is it possible to change the properties that my team sees on the tasks comumns? I went to "actions" while on the tasks page and then "edit columns" but it only has 6 default properties available to choose from.
Répondre Discussion
11 Mentions J'aime
21 Réponses
am_23
Participant
Octobre 12, 2018
Very much agree with this. I want to have some indication of deal size linked with the tasks to be done
Jmjermaz le Mars 09, 2017
Customize Call Outcome options
I would like to be able to customize the drop down list from the call outcome option as it doesn't represent the outcomes I would like recorded. Is this possible? Otherwise can we turn it off so it doesn't state no outcome on the timeline?
Répondre Idée Calling
336 Mentions J'aime
137 Réponses
am_23
Participant
Octobre 12, 2018
I want to be able to see whether the outcome of a call was "not connected" to the right person, "connected" but not a quality conversation, or a "qua...Lire la suite
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