Profile

dc-usa
Contributor
Member since ‎Oct 15, 2018
  • solutions
    0
  • Replies
    7
  • Upvotes Given
    23
  • Upvotes Received
    83
  • Ideas
    0

about

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

Following

    Friends list is empty

Daniel Campbell

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

Activity

dc-usa on July 13, 2022
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
0 upvote
1 Reply
Community Manager
July 14, 2022
Hi @dc-usa , Thank you for reaching out, and for your suggestion! I can see how this feature would be very helpful 🙂 I would encourag...read more
charliepinker on September 26, 2018
It would be really helpful to be able to link to specific activities in the timeline of a company or contact. For example, linking to a specific note or logged call. This will allow our team to share call notes with others by sending them a link, ra read more
51 upvotes
30 Replies
Member
September 21, 2022
The ability to copy the link is indeed listed under the action drop down of the individual activity. However, someone still has to go to the contact...read more
rwullkotte on August 06, 2019
My company receives purchase orders for the vast majority of the work that we do. These PO's often will simply reference the quote number and dollar amount. As we have moved towards generating quotes via Hubspot, I have found that you have no cont read more
65 upvotes
37 Replies
Member
April 25, 2022
DSpringstroh ‎Dec 6, 2021 2:22 PM I found a solution for this.... You can search by quote number if you go to Sales Ta...read more
rwullkotte on August 06, 2019
My company receives purchase orders for the vast majority of the work that we do. These PO's often will simply reference the quote number and dollar amount. As we have moved towards generating quotes via Hubspot, I have found that you have no cont read more
65 upvotes
37 Replies
Member
April 25, 2022
DSpringstroh ‎Dec 6, 2021 2:22 PM I found a solution for this.... You can search by quote number if you go to Sales Ta...read more
kbjornaas on September 20, 2019
In order to use the meetings tool, you have to use the Google Calendar Integration. Unfortunately, this syncs ALL meetings, including internal meetings that have no reason to be in the CRM and this generates inaccurate reporting. A couple of id read more
102 upvotes
32 Replies
September 28, 2022
I found a workaround that helps: create a secondary calendar o Google Calendar and only schedule clients' (External) meetings. When connecting with H...read more
Solved
dc-usa on June 18, 2021
Right now, the extension seems to add a meeting to CRM with all the online meeting info. There are 2 downsides to this: It clutters the timeline with future meeting information (meetings that have not happened yet) It "logs" a meeting, but there read more
0 upvote
1 Reply
Hall of Famer | Partner
June 20, 2021
Hi @dc-usa , I agree that these would be useful settings to have but, as far as I know, that's not possible at this stage. HubSpot will automa...read more
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

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.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.