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darveesh
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Member since ‎May 21, 2025
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darveesh
Contributor
March 04, 2026
Reply to What is the meaning of Forecast Submissions?
HI @Tzuriel .. You mentioned " Forecast Submissions are designed to provide stakeholders with an estimate of expected revenue for a given period." ...read more
darveesh on March 03, 2026
What is the meaning of Forecast Submissions?
The Sales->Forecast page has a column for Forecast Submissions. There is a submit/update button that allows the user to submit their latest forecast for a particular month. And they can "update" their forecast not by editing a past submission f read more
Reply Discussion Best Practices Sales
1 upvote
4 Replies
darveesh
Contributor
February 10, 2026
Reply to Recall and Edit quotes that are 'pending approval'
I pressed the request approval button by mistake. Should be able to undo/recall.
darveesh on February 03, 2026
Recording total payment processing expense in Quickbooks
We have the Hubspot Quickbooks connector. Our invoices and payments are correctly syncing with Quickbooks. However, payment processing fees are not handled by the connector. So the invoice gets marked as paid in full (and deposited into the bank ac read more
Reply Discussion Payouts
0 upvote
1 Reply
darveesh
Contributor
February 02, 2026
Reply to Total Fees in Payment not Working
Thank you for pointing it out. Lame, but it is what it is I suppose. As in, do you think such fields should then be visible in the UI card if it's ...read more
darveesh on February 02, 2026
Saved snippets for Comments to Buyer in Quotes
We tend to reuse different Comments to Buyers language in our Quotes although most are variations of 4-5 core templates. Other parts of the application have a "snippet" concept where templates are stored and can be use as stating points for stored read more
Reply Idea Products and Quotes
0 upvote
0 Reply
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