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dc-usa
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Member since ‎Oct 15, 2018
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Activity

kbjornaas on September 20, 2019
Never Log for Meetings and Calendar sync
In order to use the meetings tool, you have to use the Google Calendar Integration. Unfortunately, this syncs ALL meetings, including internal meetings that have no reason to be in the CRM and this generates inaccurate reporting. A couple of read more
Reply Idea Meetings
201 upvotes
66 Replies
dc-usa
Contributor
February 12, 2024
Melissa, please urge your team to reconsider this. There is so much clutter on the CRM timeline because of this, it makes it tough to read. Or anot...read more
dc-usa on July 13, 2022
Create a quote without modifying the Deal's Line Items
Is there a way to create a new quote without automatically changing the Line Items in the Deal? Maybe the quote is just a provisional quote for a customer or something, and we don't actually want to update the "official" Line Items on the deal. read more
Reply Discussion
1 upvote
1 Reply
charliepinker on September 26, 2018
Link to individual activities in timeline
It would be really helpful to be able to link to specific activities in the timeline of a company or contact. For example, linking to a specific note or logged call. This will allow our team to share call notes with others by sending them a link, ra read more
Reply Idea Contacts & Companies
53 upvotes
32 Replies
dc-usa
Contributor
January 20, 2022
Agreed, please implement this on the feed. As a workaround for people, if you have a report that lists activity by all salespeople, you can use ...read more
rwullkotte on August 06, 2019
Search Deals via Quote Number
My company receives purchase orders for the vast majority of the work that we do. These PO's often will simply reference the quote number and dollar amount. As we have moved towards generating quotes via Hubspot, I have found that you have no cont read more
Reply Idea Deals
80 upvotes
40 Replies
dc-usa
Contributor
December 06, 2021
DSpringstroh I found a solution for this.... You can search by quote number if you go to Sales Tab > and select Quotes from the ...read more
rwullkotte on August 06, 2019
Search Deals via Quote Number
My company receives purchase orders for the vast majority of the work that we do. These PO's often will simply reference the quote number and dollar amount. As we have moved towards generating quotes via Hubspot, I have found that you have no cont read more
Reply Idea Deals
80 upvotes
40 Replies
dc-usa
Contributor
December 06, 2021
DSpringstroh I found a solution for this.... You can search by quote number if you go to Sales Tab > and select Quotes from the ...read more
kbjornaas on September 20, 2019
Never Log for Meetings and Calendar sync
In order to use the meetings tool, you have to use the Google Calendar Integration. Unfortunately, this syncs ALL meetings, including internal meetings that have no reason to be in the CRM and this generates inaccurate reporting. A couple of read more
Reply Idea Meetings
201 upvotes
66 Replies
dc-usa
Contributor
February 12, 2024
Melissa, please urge your team to reconsider this. There is so much clutter on the CRM timeline because of this, it makes it tough to read. Or anot...read more
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