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dc-usa
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Mitglied seit ‎Okt 15, 2018
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Aktivität

kbjornaas on September 20, 2019
Never Log for Meetings and Calendar sync
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 Beitrag ansehen
Antworten Idee Meetings
201 Likes
66 Antworten
dc-usa
Mitwirkender/Mitwirkende
Februar 12, 2024
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...Beitrag ansehen
dc-usa on Juli 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. Beitrag ansehen
Antworten Diskussion
1 Likes
1 Antwort
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 Beitrag ansehen
Antworten Idee Contacts & Companies
53 Likes
32 Antworten
dc-usa
Mitwirkender/Mitwirkende
Januar 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 ...Beitrag ansehen
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 Beitrag ansehen
Antworten Idee Deals
80 Likes
40 Antworten
dc-usa
Mitwirkender/Mitwirkende
Dezember 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 ...Beitrag ansehen
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 Beitrag ansehen
Antworten Idee Deals
80 Likes
40 Antworten
dc-usa
Mitwirkender/Mitwirkende
Dezember 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 ...Beitrag ansehen
kbjornaas on September 20, 2019
Never Log for Meetings and Calendar sync
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 Beitrag ansehen
Antworten Idee Meetings
201 Likes
66 Antworten
dc-usa
Mitwirkender/Mitwirkende
Februar 12, 2024
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...Beitrag ansehen
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