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grant_growup
Participant | Partner
Participant | Partner
Member since ‎May 4, 2017
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  • Upvotes Given
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  • Upvotes Received
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    1

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Grant Leishman

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Activity

grant_growup on February 19, 2024
Invoices created for part paid quotes.
I have been using partial payment on quotes for some time and love it. Suddenly Hubspot has decided to create invoices for part payments and for the remaining balance. I invoice from Quickbooks and don't want Hubspot invoices in my system but ther read more
Reply Idea Products and Quotes
0 upvote
0 Reply
Solved
grant_growup on August 22, 2022
List of contacts that downloaded a document
I want to be able to create a dynamic list of people that have viewed a sales document. I am sure this is basic functionality and I am just missing it somewhere. Thanks
Reply Discussion
1 upvote
3 Replies
grant_growup
Participant | Partner
August 23, 2022
Done thanks
kbialy on January 29, 2018
Ability to create lists and workflows from Document views
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list an read more
Reply Idea Sales Documents
288 upvotes
107 Replies
grant_growup
Participant | Partner
August 22, 2022
This is a very important tool. Disappointing to see the last update was in 2020. Hopefully someone is still looking into this, I can't believe its th...read more
Solved
grant_growup on August 22, 2022
List of contacts that downloaded a document
I want to be able to create a dynamic list of people that have viewed a sales document. I am sure this is basic functionality and I am just missing it somewhere. Thanks
Reply Discussion
1 upvote
3 Replies
grant_growup
Participant | Partner
August 23, 2022
Done thanks
Solved
grant_growup on August 22, 2022
List of contacts that downloaded a document
I want to be able to create a dynamic list of people that have viewed a sales document. I am sure this is basic functionality and I am just missing it somewhere. Thanks
Reply Discussion
1 upvote
3 Replies
grant_growup
Participant | Partner
August 23, 2022
Done thanks
Solved
asgJim on April 14, 2017
Set contact owner with hidden field on form?
We're running into an issue with trying to use workflows to set contact owner. The problem is, our contacts are syncing to salesforce BEFORE the workflows run. The workflows set the contact owner in hubspot. So, the contact is being created in sa read more
Reply Discussion
3 upvotes
10 Replies
grant_growup
Participant | Partner
August 16, 2022
We would also want to have the contact owner field available as a form field. Our use case is to have it as a hidden field so that we have it as ...read more
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