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dc-usa
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Member since ‎Oct 15, 2018
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dc-usa
Contributor
February 12, 2024
Reply to Never Log for Meetings and Calendar sync
Melissa, please urge your team to reconsider this. There is so much clutter on the CRM timeline because of this, it makes it tough to read. Or anot...read more
dc-usa on July 13, 2022
Create a quote without modifying the Deal's Line Items
Is there a way to create a new quote without automatically changing the Line Items in the Deal? Maybe the quote is just a provisional quote for a customer or something, and we don't actually want to update the "official" Line Items on the deal. read more
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3 upvotes
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dc-usa
Contributor
January 20, 2022
Reply to Link to individual activities in timeline
Agreed, please implement this on the feed. As a workaround for people, if you have a report that lists activity by all salespeople, you can use ...read more
dc-usa
Contributor
December 06, 2021
Reply to Search Deals via Quote Number
DSpringstroh I found a solution for this.... You can search by quote number if you go to Sales Tab > and select Quotes from the ...read more
dc-usa
Contributor
November 12, 2021
Reply to Search Deals via Quote Number
Wow, just realizing that this isn't possible. Honestly this is dangerous that the search tool in Hubspot doesn't at least return a link to the Deal t...read more
dc-usa
Contributor
June 21, 2021
Reply to Never Log for Meetings and Calendar sync
Please implement for Outlook calendars. Right now our timelines are getting spammed with future meetings, and what notes can you take from a meeting ...read more
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