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dc-usa
投稿者
コミュニティー参加日： ‎10 15, 2018
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  • ベストアンサー数
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  • 件の返信
    7
  • いいね！した数
    27
  • いいね！獲得数
    118
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Daniel Campbell

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アクティビティ

kbjornaas 9月 20日, 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 続きを読む
返信 アイデア Meetings
201 いいね！
66 コメント
dc-usa
投稿者
2月 12日, 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...続きを読む
dc-usa 7月 13日, 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. 続きを読む
返信 ディスカッション
1 いいね！
1 コメント
charliepinker 9月 26日, 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 続きを読む
返信 アイデア Contacts & Companies
53 いいね！
32 コメント
dc-usa
投稿者
1月 20日, 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 ...続きを読む
rwullkotte 8月 06日, 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 続きを読む
返信 アイデア Deals
80 いいね！
40 コメント
dc-usa
投稿者
12月 06日, 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 ...続きを読む
rwullkotte 8月 06日, 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 続きを読む
返信 アイデア Deals
80 いいね！
40 コメント
dc-usa
投稿者
12月 06日, 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 ...続きを読む
kbjornaas 9月 20日, 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 続きを読む
返信 アイデア Meetings
201 いいね！
66 コメント
dc-usa
投稿者
2月 12日, 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...続きを読む
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