Profile

dc-usa
Contributor
Member since ‎Oct 15, 2018
Message
  • solutions
    0
  • Replies
    7
  • Upvotes Given
    25
  • Upvotes Received
    94
  • 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
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
Reply Discussion
1 upvote
1 Reply
charliepinker on September 26, 2018
Link to individual activities in timeline
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
Reply Idea Contacts & Companies
52 upvotes
30 Replies
dc-usa
Contributor
January 20, 2022
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
rwullkotte on August 06, 2019
Search Deals via Quote Number
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
Reply Idea Deals
69 upvotes
39 Replies
dc-usa
Contributor
December 06, 2021
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
rwullkotte on August 06, 2019
Search Deals via Quote Number
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
Reply Idea Deals
69 upvotes
39 Replies
dc-usa
Contributor
December 06, 2021
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
kbjornaas on September 20, 2019
Exclude syncing certain meetings from Google Calendar
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
Reply Idea Tracking & Logging
124 upvotes
40 Replies
dc-usa
Contributor
June 21, 2021
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
Solved
dc-usa on June 18, 2021
Disable automatic meeting creation from extension
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
Reply Discussion Meetings
0 upvote
1 Reply
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.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.