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Solved
Himalaya1997 on December 06, 2024
Once the Deal is closed is there any way to change the amount in company currency. Is there any workflow or integration to work through this?
1 upvote
6 Replies
Accepted solution
Hall of Famer | Partner
December 06, 2024 05:20
@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
Solved
NMackay on March 25, 2024
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.
42 upvotes
16 Replies
Accepted solution
Hall of Famer | Partner
March 25, 2024 07:13
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
Solved
SClara on August 28, 2023
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
Accepted solution
Most Valuable Member | Diamond Partner
August 29, 2023 08:49
@SClara I'm with @kvlschaefer on this to see if Insycle as a tool can help. Also a thought: What if you had a Deal based workflow that whe...read more
Solved
AGüell on July 07, 2023
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
Accepted solution
Hall of Famer | Partner
July 07, 2023 04:53
Hi @AGüell , @AGüell wrote: We've tried different approaches like creating different workflows that are only active in some times of the ...read more
ROdijk on March 15, 2023
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
0 upvote
3 Replies
Member
April 02, 2023 02:45
@PamCotton still looking for an answer, if there are other threads that answer my question please tagg me in it! regards robbert
deanrenshaw on August 03, 2022
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
1 upvote
2 Replies
Key Advisor | Elite Partner
August 04, 2022 05:38
Thanks @TitiCuisset that you keep tagging me and getting me into this topic. Hey @deanrenshaw , I'm not entirely sure if I follow. I...read more
Solved
ARivero1 on November 29, 2021
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
Accepted solution
Hall of Famer | Partner
November 29, 2021 14:48
Hi @ARivero1 , Associations can unfortunately not be managed through workflows, this is currently not possible. However, I'd recommend adding ...read more
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