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grant_growup
Participante | Partner
Participante | Partner
Miembro desde ‎may 4, 2017
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grant_growup en Febrero 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 Leer más
Responder Idea Products and Quotes
0 Me gusta
0 Respuestas
Resuelta
grant_growup en Agosto 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
Responder Conversación
1 Me gusta
3 Respuestas
grant_growup
Participante | Partner
Agosto 23, 2022
Done thanks
kbialy en Enero 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 Leer más
Responder Idea Sales Documents
288 Me gusta
107 Respuestas
grant_growup
Participante | Partner
Agosto 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...Leer más
Resuelta
grant_growup en Agosto 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
Responder Conversación
1 Me gusta
3 Respuestas
grant_growup
Participante | Partner
Agosto 23, 2022
Done thanks
Resuelta
grant_growup en Agosto 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
Responder Conversación
1 Me gusta
3 Respuestas
grant_growup
Participante | Partner
Agosto 23, 2022
Done thanks
Resuelta
asgJim en Abril 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 Leer más
Responder Conversación
3 Me gusta
10 Respuestas
grant_growup
Participante | Partner
Agosto 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 ...Leer más
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