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Sean_Wilson
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Membro desde ‎mai 11, 2017
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Sean Wilson

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kal06g on Julho 19, 2019
Bulk Manage CRM Attachments on Company and Contact Records
We have prospects, customers, and partners who have many attachments/ documents associated with the accounts. Annual Maintenance agreements, Partnership Agreements, POs, Quotes, Presentations...etc. Hubspot CRM currently only allows you to manage at Leia mais
Responder Idéia Contacts & Companies
247 avaliações positivas
62 Respostas
Sean_Wilson
Participante
Novembro 16, 2022
Just so you are all aware (and for my own sanity) I am getting emails for every response. AFTER MULTIPLE YEARS I find it both hilarious a...Leia mais
Solucionado
Raeljf on Junho 05, 2020
Blocking out dates
I would like to know if there is a way to block out dates? In order to keep from double booking appointments, so that if you attempt to schedule an appointment on a blocked out date you get a warning message. Thank you, Jose R
Responder Discussão
0 avaliações positivas
11 Respostas
Sean_Wilson
Participante
Janeiro 27, 2022
Sounds good, so if we have a three week break we just go in and create 21 full-day events in google calendar?
jrwthetreegroup on Novembro 29, 2018
Required deal stages (so deals show in deal stage funnel report)
It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress Leia mais
Responder Idéia Deals Sales Reporting
274 avaliações positivas
98 Respostas
Sean_Wilson
Participante
Janeiro 26, 2022
@LKreft Zoho CRM is waiting for you.. 😉
Solucionado
dawngribble on Novembro 09, 2018
Paid Meetings
I offer 60-minute consultations to my clients, I'd like to be able to have potential clients pay at the time of booking a consultation. Calendly offers this option, but I cannot see it's available on Hubspot just yet - does anyone have advice on a w Leia mais
Responder Discussão
7 avaliações positivas
7 Respostas
Sean_Wilson
Participante
Janeiro 26, 2022
This is a classic issue with hubspot: The sales tool costs hundreds of dollars per user per month but if you want something 'more robust' you have to...Leia mais
Mmccarthy on Janeiro 17, 2020
Zoom Phone calling integration
I would like to use ZoomPhone to call natively from within Hubspot.
Responder Idéia Calling Integrations
125 avaliações positivas
82 Respostas
Sean_Wilson
Participante
Janeiro 25, 2022
@Akamu77 it doesnt look like the integration is out?
kal06g on Julho 19, 2019
Bulk Manage CRM Attachments on Company and Contact Records
We have prospects, customers, and partners who have many attachments/ documents associated with the accounts. Annual Maintenance agreements, Partnership Agreements, POs, Quotes, Presentations...etc. Hubspot CRM currently only allows you to manage at Leia mais
Responder Idéia Contacts & Companies
247 avaliações positivas
62 Respostas
Sean_Wilson
Participante
Novembro 16, 2022
Just so you are all aware (and for my own sanity) I am getting emails for every response. AFTER MULTIPLE YEARS I find it both hilarious a...Leia mais
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