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dc-usa
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Miembro desde ‎oct 15, 2018
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kbjornaas en Septiembre 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 Leer más
Responder Idea Meetings
201 Me gusta
66 Respuestas
dc-usa
Colaborador
Febrero 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...Leer más
dc-usa en Julio 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. Leer más
Responder Conversación
1 Me gusta
1 Respuestas
charliepinker en Septiembre 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 Leer más
Responder Idea Contacts & Companies
53 Me gusta
32 Respuestas
dc-usa
Colaborador
Enero 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 ...Leer más
rwullkotte en Agosto 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 Leer más
Responder Idea Deals
80 Me gusta
40 Respuestas
dc-usa
Colaborador
Diciembre 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 ...Leer más
rwullkotte en Agosto 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 Leer más
Responder Idea Deals
80 Me gusta
40 Respuestas
dc-usa
Colaborador
Diciembre 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 ...Leer más
kbjornaas en Septiembre 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 Leer más
Responder Idea Meetings
201 Me gusta
66 Respuestas
dc-usa
Colaborador
Febrero 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...Leer más
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