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MRoberts8 on Februar 02, 2024
Hi, I'm wondering how to make a workflow that gets triggered when a quote is published. We don't have approvals for quotes turned on, but I want to have something that says when someone clicks publish quote, a message will get sent to an interna Beitrag ansehen
2 Antworten
Akzeptierte Lösung
Trendsetter/-in | Platinum Partner
Februar 02, 2024 11:35
Hi @MRoberts8 , Unfortunately, I don't believe it is possible to enroll a quote in the workflow when a quote is published. As a workarou...Beitrag ansehen
fonzieMT on Januar 04, 2024
Hi! In the Prospecting Tool, what would you suggest we do with the leads that were marked as "Qualified", but then we lost the Deal? Do we double back and then mark them as "Disqualified"? Just in general, trying to understand how to close Beitrag ansehen
2 Antworten
Akzeptierte Lösung
Stratege/Strategin | Diamond Partner
Januar 04, 2024 08:22
Hi @fonzieMT , I think there's a lot of room for nuance here based on your type of business and your leads. I tend to think of "qualifi...Beitrag ansehen
Edyta7510 on November 13, 2023
Hey, I use playbooks for deal qualification. The answer to each question is then updating the specific properties. I wanted to introduce some conditional properties. Ie: is this prospect using a competitor's solution? YES/NO => If yes, open a d Beitrag ansehen
Akzeptierte Lösung
Ratgeber/-in | Elite Partner
November 13, 2023 07:54
@Edyta7510 - This functionality is not currently available in playbooks, though there is an idea submitted here for it which you can up-thumb to ...Beitrag ansehen
DStreibig on November 11, 2023
We want to set up a min value of 0 for lead scoring. The way we have lead scoring set up currently is to deducts points after a time lapse in engagement. To prevent negative scores, we created a custome property (Active engagement) to be used in i Beitrag ansehen
2 Antworten
Januar 05, 2024 05:21
@karstenkoehler - If the score is negative, it is challenging to spot the burst of activity hence the score becomes unreliable. Is there a way to r...Beitrag ansehen
JKrantz on Mai 17, 2023
One of the questions I am being asked from IT is if we can change the email that Hubspot sends notifications from - tagging posts, workflows, and other 'no reply' type emails. The big concern is spoofing Hubspot emails and getting our users to Beitrag ansehen
Akzeptierte Lösung
Berühmtheit | Partner
Mai 18, 2023 01:23
Hi @JKrantz , Unfortunately no, this is not possible. All notifications that relate to record changes can be set up as custom notificati...Beitrag ansehen
rmaza on April 20, 2023
Is it possible to enroll into a sequence from a workflow? I find literature on how to do this, but I'm not given the option as I generate worklow.
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
April 21, 2023 00:03
Hi @rmaza , It is in contact-based workflows, see here ansehen
KS_03 on März 31, 2023
I want to change the user to which an activity is assigned to. Is there any way I can edit it after creating it? Or are there other ways I can select to which user it is assigned to before logging an activity in a deal. Thanks in advanced!
Akzeptierte Lösung
Stratege/Strategin | Elite Partner
März 31, 2023 11:27
Hi @KS_03 it depends on the activity you are trying to log. Notes and logged calls are user generated so you can't change the user. Tasks ...Beitrag ansehen
arieldj on Februar 17, 2023
Hi! I'm trying to create a Workflow that perform certain actions (trigger email, move a deal, create a task) to my team when there is a Deal with the same property as another Deal in that pipeline. I can only sell 1 service per day so that propert Beitrag ansehen
Februar 21, 2023 14:30
Thanks for the reply! However, I don't think this is what I'm looking for, because I'd like to caputre my customer's requests (for tracking purposes)...Beitrag ansehen
AGarrity10 on April 14, 2022
Hello, I am interested in using lifecycle stages to track conversions from MQL to SQL to Opportunity. However, we often have contacts that could be interested in more then one business line at the same time. So they could be a Lead for one busin Beitrag ansehen
Akzeptierte Lösung
Koryphäe | Diamond Partner
April 15, 2022 05:12
Hi @AGarrity10 It sounds like you need to create custom lifecycle properties for each business line, so that you can track progress along th...Beitrag ansehen
amywill01 on März 31, 2022
I have had a few people on our sales team complain about a contact using their meeting link repetitively and wasting their time. Is there a way to block an individual contact from using a meeting link? If not, what's a good way to handle the situati Beitrag ansehen
Akzeptierte Lösung
Berühmtheit | Partner
März 31, 2022 13:39
Hi @amywill01 , As far as I know, this is not possible. I agree however that this would be a useful feature. There is a related request in the...Beitrag ansehen
TSaunders on Februar 02, 2022
I work with a company that offers multiple services that within carry multiple products in each one. I am curious as to how others in this situation has organized their sales Hub? My team & I have thought of deal or product properties to be se Beitrag ansehen
Akzeptierte Lösung
Februar 03, 2022 19:02
Without more detail into the stages of the sales process and reporting, it's tough to say which way would be ideal. I would probably avoid separa...Beitrag ansehen
RandyC on Oktober 29, 2021
Definition of Closed Contacts here = Contacts that are no longer with the Company or involved in the Deal Say if you do not wish to delete or lose any historical emails, notes and other forms of data with the "Closed" contacts. But you also don' Beitrag ansehen
Akzeptierte Lösung
Trendsetter/-in | Platinum Partner
Oktober 29, 2021 08:34
Hi @RandyC , I would typically advise using the lead status property. This can be modified to set the specific values you will need. While th...Beitrag ansehen
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