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DMS
Mitglied | Platinum Partner
Mitglied | Platinum Partner
Mitglied seit ‎Apr 28, 2017
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Simon Leeming

Hubspot Platinum Partner Agency located in Manchester, UK

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ybn on Oktober 22, 2020
Import deals with line items
It should be possible to import deals with line items
Antworten Idee Deals
150 Likes
67 Antworten
DMS
Mitglied | Platinum Partner
September 09, 2021
Definately a time saver - particulalry when migrating from another CRM without the need for custom scripting
magnus on Februar 07, 2017
Required information fields
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 Beitrag ansehen
Antworten Idee Contacts & Companies
7 Likes
35 Antworten
DMS
Mitglied | Platinum Partner
August 17, 2017
Its great to have the mandatory fields option but its easily bypassed with the email integration i.e contacts added to the CRM via gmail integration ...Beitrag ansehen
AndyPitre on April 04, 2017
Generate proposals/quotes from Deals and Products in the CRM
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 Beitrag ansehen
Antworten Idee Contacts & Companies Deals Products & Quotes
183 Likes
71 Antworten
DMS
Mitglied | Platinum Partner
Mai 02, 2017
This will be a great addition beyond issuing quotations / invoices to pipeline & forecast management as well as potentially tracking commissions ...Beitrag ansehen
magnus on Februar 07, 2017
Required information fields
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 Beitrag ansehen
Antworten Idee Contacts & Companies
7 Likes
35 Antworten
DMS
Mitglied | Platinum Partner
August 17, 2017
Its great to have the mandatory fields option but its easily bypassed with the email integration i.e contacts added to the CRM via gmail integration ...Beitrag ansehen
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