Profil

graceotaiza
Teilnehmer/-in
Mitglied seit ‎Sep 11, 2019
Nachricht senden
  • Lösungen
    0
  • Antworten
    1
  • Likes vergeben
    164
  • Likes erhalten
    35
  • Ideenforum
    2

Info

Um Nutzerprofile anzusehen, musst du in der Community angemeldet sein oder einen kostenlosen HubSpot-Account verwenden.

Freunde

    Die Freundesliste ist noch leer

Grace Otaiza

Dieser Benutzer hat noch keine Beschreibung erstellt. Bearbeite Dein Profil hier.

Aktivität

Briceclark on August 01, 2018
Segmented Payments on Quotes
Hello everyone! This idea serves to help all serviced-based companies currently using HubSpot. Lets be honest, the quote system HubSpot has to offer is awesome. Clean and professional format, product/service details, and even a Stripe integration Beitrag ansehen
Antworten Idee Products & Quotes
114 Likes
48 Antworten
graceotaiza
Teilnehmer/-in
September 21, 2022
@ethang I'm willing to give feedback!
sidfwb on Dezember 02, 2020
Split invoicing in a single deal
Split-Invoice Custom split invoicing : For example, consider a deal with 10.000€ & invoice #123 We need to be able to create split invoicing with 75% or 7.500€ as advance payment to confirm the order with Invoice #123-1. & 25% o Beitrag ansehen
Antworten Idee Deals
49 Likes
13 Antworten
graceotaiza
Teilnehmer/-in
Juni 10, 2021
Please implement segmented payments Hubspot! It's going to be a gamechanger to offer clients the ability to easily break down their payments or be ab...Beitrag ansehen
MWells2 on Februar 03, 2021
Customized view of properties in left sidebar based on custom property
We segment our contacts (e.g. Parent, Contractor, Caregiver) with the custom property “Contact type.” Some properties that appear in the “About this contact” are irrelevant for some contact types. We need a way to reorder and/or not show propert Beitrag ansehen
Antworten Idee Contacts & Companies
15 Likes
2 Antworten
graceotaiza
Teilnehmer/-in
Mai 11, 2021
Yes, this is huge for us too! We segment our contacts into Couple - Primary, Couple - Secondary, Family Member/ Friend, Videographer, Photographer, e...Beitrag ansehen
TMF1090 on März 05, 2019
Use sequences properties and activity as Contact filters in Lists and Workflows
We have multiple sequences running and need to be able to create list of contacts who have been enrolled into a sequence. This allows us to run different types of field, email and product/services campaigns based upon the location of the contacts Beitrag ansehen
Antworten Idee Sequences
437 Likes
119 Antworten
graceotaiza
Teilnehmer/-in
Januar 29, 2021
@glencornell Hi! Thanks for the updates. I wanted to make sure that we could also trigger the un-enrollment of a contact from a sequence in a work...Beitrag ansehen
graceotaiza on Januar 26, 2021
Setting secondary email's to be set in workflows.
I came across a problem with my text integration where when a contact texts our number, a brand new contact is created in our Hubspot account. For example: Our original contact would look like this. John Smith - johnsmithsemail@jmail.com Beitrag ansehen
Antworten Idee Contacts & Companies Conversations Workflows
2 Likes
1 Antwort
stephentradify on Juli 26, 2017
Comparison of properties as enrollment condition on lists/workflows
Allow a new condition in lists/workflows that compares different properties. One example it can help with is to automatically find who is the primary contact for a company. You could do it in a workflow like this: IF Contact Email is equal to Beitrag ansehen
Antworten Idee Lists Workflows
392 Likes
101 Antworten
graceotaiza
Teilnehmer/-in
Januar 25, 2021
+1
Neueste Beiträge anzeigen
Speichere bestimmte Beiträge, um schnell auf die hilfreichsten Diskussionen zugreifen zu können.
Erste Schritte
Aller Anfang ist schwer! Leg am besten damit los, uns ein wenig mehr über deine Interessen zu erzählen.
Profil ausfüllen

Following

Der Austausch mit anderen Mitgliedern ist eine der besten Möglichkeiten, um die HubSpot Community optimal zu nutzen. Hier sind ein paar Communitymitglieder, die dir den Einstieg erleichtern können.
Community-Abzeichen

Meine Gruppen