We have a number of retail stores in which we've deployed kiosks to capture customer registrations. Our customers are typically interacting with a specific salesperson (out of several in the shop) and there is a requirement for the associated sales 続きを読む

Hey, I've added an approval process for deals. I would like to send a notification and create a task based on the deal getting through that approval process (so the 2 approver approved the document in the process). Pending Approval -> A 続きを読む

I searched for this in the community and I didn't see a comment to upvote so I thought I'd add one. There currently isn't the ability to add Goals in the settings for deal-based workflows, only contact-based workflows. However we have a 続きを読む

I have an active list of current partners where company type = partner and I need to create a pick list property that reflects these values. Specifically, I want a way to have the picklist options be the names of the companies from this list and hav 続きを読む

Hubspot has all the information it needs to create contact lists of our customers that own a particular product, but currently it is not possible to create a contact list with just these customers. I can create a contact list with customers that 続きを読む

Hi, I have a Deal based workflow, that creates a new deal associated with the initial one. A "create record"is triggered. Where asked, I tell workflow to associate to this new deal the contacts that were associated to the previous deal. All works 続きを読む

I'm wondering what report to run to find commonalities among our historic closed/won deals so I can improve our nascent lead scoring matrix?

Hi, For every deal that is created in our account, the deal will get 2 contacts. One is the customer, and the other one is the associated service provider. They can at the moment be identified with the custom contact field called "Type of customer 続きを読む

Hello, I am trying to create a stale deal workflow to send an internal notification to the deal owner that their deal has not had any activity on it for the last 30 days. Is this the correct workflow. Step 2: I would like to create a workflow t 続きを読む

I'm trying to create a formula to do the following: Invoice Date (01/01/2024) + Contract Length Months (12) = Contract Renewal Date (01/01/2025) I have the following properties set up on a deal which is: Invoice Date = Date Contract Len 続きを読む

Hey, I got stuck a bit and can't seem to find a solution. So what I want to do is notify people who bought a specific SAAS solution that their solution is about to expire and at the same time in product show them a popup. For now, I've b 続きを読む

I am looking to be able to filter my tasks by deal stage. Is this possible? If so, how?