Profile

Jenny26
Top Contributor
Member since ‎Feb 2, 2022
Message
  • solutions
    0
  • Replies
    36
  • Upvotes Given
    66
  • Upvotes Received
    32
  • Ideas
    2

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Jenny Arnez

This user hasn't created a bio yet. Edit your own profile here!

Activity

Solved
Jenny26 on March 20, 2023
Workflow to copy Product Line Item value to a Property
Hi everyone, We are just getting started with using the Product Library & Line Items in our deals. My question: Using a workflow, is it possible to copy a line item value to a property? For example, one of the products that we offer as read more
Reply Discussion Enterprise Workflows
0 upvote
2 Replies
Jenny26
Top Contributor
March 21, 2023
@karstenkoehler Amazing! Thank you so much! I'll give it a go.
Solved
Jenny26 on March 20, 2023
Workflow to copy Product Line Item value to a Property
Hi everyone, We are just getting started with using the Product Library & Line Items in our deals. My question: Using a workflow, is it possible to copy a line item value to a property? For example, one of the products that we offer as read more
Reply Discussion Enterprise Workflows
0 upvote
2 Replies
Jenny26
Top Contributor
March 21, 2023
@karstenkoehler Amazing! Thank you so much! I'll give it a go.
traviskl on July 06, 2022
Set Line Item property in Workflows
It would be incredibly helpful to have the ability to set a line item property in a workflow using the "Set property value". Currently, "Line Item" is not an option. This would help us as we have revenue reporting fields on our line items/produc read more
Reply Idea Products and Quotes
20 upvotes
9 Replies
Jenny26
Top Contributor
March 20, 2023
Yes, love this idea. This would be very helpful!
Solved
Jenny26 on March 14, 2023
track upsales for commissions
Our company sales software. We have several add-ons available for purchase as well. When our Client Relations Managers and Onboarding staff tell a current client about an add-on and the client purchases it, a commission is given to them. How can read more
Reply Discussion Deals
2 upvotes
6 Replies
Jenny26
Top Contributor
March 16, 2023
Thank you! No, we don't create a deal for the add-ons since it's a current customer. Adding is good idea and at least it would be recorded somewhere...read more
Solved
Jenny26 on March 14, 2023
track upsales for commissions
Our company sales software. We have several add-ons available for purchase as well. When our Client Relations Managers and Onboarding staff tell a current client about an add-on and the client purchases it, a commission is given to them. How can read more
Reply Discussion Deals
2 upvotes
6 Replies
Jenny26
Top Contributor
March 16, 2023
Thank you! No, we don't create a deal for the add-ons since it's a current customer. Adding is good idea and at least it would be recorded somewhere...read more
Solved
Jenny26 on March 14, 2023
track upsales for commissions
Our company sales software. We have several add-ons available for purchase as well. When our Client Relations Managers and Onboarding staff tell a current client about an add-on and the client purchases it, a commission is given to them. How can read more
Reply Discussion Deals
2 upvotes
6 Replies
Jenny26
Top Contributor
March 16, 2023
Thank you! No, we don't create a deal for the add-ons since it's a current customer. Adding is good idea and at least it would be recorded somewhere...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Community Badges

My Groups