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MohakSethi
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Member since ‎Aug 1, 2024
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MohakSethi
Member
July 30, 2025
Reply to SDR → AE handoff when both can book demos. How do you structure the process & pipeline?
Hi @saidkadaoui3 , Based on my experience with SaaS, I’ll try to keep my opinion straightforward (it’ll still be lengthy 😅 ). Also, this is...read more
MohakSethi
Member
July 27, 2025
Reply to Changing the pipeline connected to a channel
Hi, " We don’t want to use Inbox forms in Helpdesk. For us, it’s a completely separate part of HubSpot meant for .... via forms." If this is...read more
MohakSethi
Member
July 23, 2025
Reply to Changing the pipeline connected to a channel
Thanks @08224 There are two possible methods to resolve this. First one should work. I tested it in different scenarios. I just needed to r...read more
MohakSethi
Member
July 23, 2025
Reply to Changing the pipeline connected to a channel
Quick questions: Is this a standard form you created in Form Editor, and are you using Service Hub?
MohakSethi
Member
July 23, 2025
Reply to Edit the layout of the right panel when adding line items to a deal
True, editing for Line Item Card/page exclusively should exist, as it cuts off completely from the product and becomes its own record. @EPitch...read more
MohakSethi
Member
July 23, 2025
Reply to Line Item 'Edit panel' change, no more Margin %
Hi @KellyJane , I understand what you're facing. @Jaycee_Lewis Here's ss for your reference (this is line item editor card in deals) ...read more
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