@Himalaya1997 I'll jump in here, I would say that unfortunately both suggestions are misleading as a change in exchange rate will not affect the am...read more
Hello, I know this has been posted multiple times before but have @hubpost developed a way to clone a deal so that we aren't replicating each time, with minor changes? Thank you.
Hi @NMackay ,
No, this is currently not possible but has been requested by many users before: https://community.hubspot.com/t5/HubSpot-Ideas/...read more
Hello, I need your help/opinion 🙌 I have the following challenge that I don't know how to solve, and I'm going to give you some context. I have a pipeline created specifically to deal with renewal deals. There are two types of deals which I read more
Hi! We have agents in a call center that work at different time schedules. We are having trouble assigning them leads. We have a workflow for creating and assigning deals to our call center. The procedure is very simple: (i) every time a lead read more
Hi All, In order to promote multi-year deal's being pushed by our salesforce, we want to introduce multipliers on ARR value for the salesrep's target attainment. Right now we dont know how to do this ion hubspot and any insight would be greatly read more
Can I take a deal related to a workflow goal and popuate the source? So basically Contact added to the workflow the deal has been created and the goal met I can't find the individual deal to populate - workflows tend to just populate al read more
Hi Is there a way that I can remove specifically associated contacts from a deal or ticket using a workflow? This is the situation I am having. We have a workflow that creates deals from specific tickets. We are associating the deals with the same read more
Hi @ARivero1 ,
Associations can unfortunately not be managed through workflows, this is currently not possible. However, I'd recommend adding ...read more