Profile

enorberg
Contributor
Member since ‎Sep 2, 2019
  • solutions
    0
  • Replies
    5
  • Upvotes Given
    22
  • Upvotes Received
    14
  • Ideas
    0

about

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

Following

    Friends list is empty

Elisabeth Norberg

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

Activity

enorberg on March 17, 2023
Hi! We are automatically creating renewal deals for all of our customers and assign it to the company owner. Whenever the customer changes owner (for example, if the team member leaves) we want to reassign the deals automatically to the same owner, read more
0 upvote
2 Replies
Contributor
March 22, 2023
That was my initial approach, but unless I've missed something, you can't create a deal workflow that copies company properties INTO the deal. That s...read more
enorberg on March 17, 2023
Hi! We are automatically creating renewal deals for all of our customers and assign it to the company owner. Whenever the customer changes owner (for example, if the team member leaves) we want to reassign the deals automatically to the same owner, read more
0 upvote
2 Replies
Contributor
March 22, 2023
That was my initial approach, but unless I've missed something, you can't create a deal workflow that copies company properties INTO the deal. That s...read more
BenettB on November 19, 2020
Our company uses your workflows HEAVILY, but we are constantly having to work around one major limitation: The workflows can only change properties on one type of HubSpot object. For example, if you start a ticket-based workflow, you can only change read more
31 upvotes
37 Replies
Contributor
November 02, 2022
@zeke Great news! Would love to try this out once a beta is launched - we've been experiencing the same frustrations as the original poster
RBarkby on April 04, 2018
At our company there could be a possibility of up to 3 people working on the same deal. Now for reporting and sorting purposes I have created a salesperson 2 and 3 field however, the amount doesn't split between them obviously as they are custom fie read more
91 upvotes
28 Replies
Contributor
November 02, 2022
This seems to be live/in beta as to separate functions (Split deals among users / Allow users to add collaborators) but doesn't follow the original ...read more
Solved
enorberg on October 21, 2022
I'm struggling to understand when to use a Custom Object Pipeline vs a deal pipeline. In general, I understand that deals tend to signed contracts with monetary value, but what about something like signing a new partner? We have our partners as a read more
Solved
enorberg on October 13, 2022
Using workflows, you can copy key information between companies, contacts, deals, tickets, and so on. But is this even a good idea? First of all, there seems to be a reasonably high risk of information not copying, for example: - Someone changes th read more
1 upvote
2 Replies
Contributor
October 14, 2022
Thanks Karsten, that's a very thorough answer and somewhat in line with what I had in mind. Does anyone else have any input? I can see that the propo...read more
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started:
Community Badges

My Groups

Group Hubs for enorberg