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DMS
Member | Platinum Partner
Member | Platinum Partner
Member since ‎Apr 28, 2017
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Simon Leeming

Hubspot Platinum Partner Agency located in Manchester, UK

Activity

ybn on October 22, 2020
It should be possible to import deals with line items
132 upvotes
63 Replies
Contributor
May 19, 2022 21:51
Hi @GJadhav6 have a look onto this video, showing import for deals and lines: https://www.linkedin.com/feed/update/urn:li:activity:691454361073...read more
magnus on February 07, 2017
In most sales organizations I have worked for, they have required that a set of information is required before being able to save the customer in their CRM. As of now, HubSpot does not support this (according to themselves). My suggestion is that th read more
6 upvotes
34 Replies
Participant
February 09, 2021 12:57
When creating deals, I LOVE that I can require my reps to fill out specific fields. However... most of the data we collect lives on the COMPANY lev...read more
AndyPitre on April 04, 2017
Create products/pricebooks, & send/receive agreements/quotes/invoices in Hubspot CRM. In order for us to use Hubspot CRM as a stand alone CRM we'd need to be able to choose products within a deal, Calculate the Full Amount if there are mul read more
Member
May 20, 2020 15:03
Hello, anyone using Stripe integration with Hubspot Quotes and wishing there was a free trial option (client puts payment info upon signing quote but...read more
magnus on February 07, 2017
In most sales organizations I have worked for, they have required that a set of information is required before being able to save the customer in their CRM. As of now, HubSpot does not support this (according to themselves). My suggestion is that th read more
6 upvotes
34 Replies
Participant
February 09, 2021 12:57
When creating deals, I LOVE that I can require my reps to fill out specific fields. However... most of the data we collect lives on the COMPANY lev...read more
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