Profile

BrianDL
Contributor
Member since ‎Sep 17, 2019
  • solutions
    3
  • Replies
    32
  • Upvotes Given
    19
  • Upvotes Received
    54
  • Ideas
    3

about

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

Following

    Friends list is empty

Brian Carter

My mission is to develop high-performing teams by implementing processes and automation; making people and systems more effective and efficient.

Activity

Solved
dmattauch on April 27, 2022
Hi, I have a custom object named shops. By default the shop has contacts associated to them. And the contacts have deals. Is there a way to automatically associate the deals to the shops? I tried on zapier, but it doesn't suppo read more
Contributor
April 28, 2022
Hey @dmattauch - nice to meet you! I find it best to manually associate companies to deals. While this may take an extra minute or so to do, it wil...read more
Neiltc on February 18, 2021
I want to track a company as a target account but not just the HQ, I want the Child accounts associated with the parent as well, is it possible to choose a parent company and see the data for all affiliates in the target list?
3 upvotes
4 Replies
Community Manager
January 28, 2022
Hi @BrianDL @BGruber I'd recommend upvoting this Idea in our Ideas Forum regarding this. You can also subscribe to the idea ( Options...read more
Solved
LLundström on July 06, 2021
I'm trying to find what defines the last activity date on the deal and if it is possible to edit? At least I assume that is the field which appears on deals as "inactive for x days"? I have a situation where a deal has been created on July 6 but th read more
0 upvote
4 Replies
Contributor
November 29, 2021
Hi Karsten, I'm curious to know how I could make a workflow to email a deal owner if a deal has not been updated for 2 weeks. There isn't a "Last...read more
BrianDL on October 26, 2021
Hey HubSpot Community! Here are a few updates that I believe would vastly improve the Meetings feature to make it functional and viable in today's business environment. The ability to identify/customize the "type" of meeting that was held i read more
1 upvote
0 Reply
BrianDL on October 20, 2021
Hello HubSpot Community! Here is a unique idea/need that I recently came accross. In our business, we offer an Enterprise software that has a longer sales cycle than a off-the-shelf type of software. Recently there was the thought and need to b read more
5 upvotes
0 Reply
Solved
BrianDL on August 26, 2021
Currently the only way edit Contacts associated Company is to click into each Contact and update the company. There are MANY issues with this that it seems like quite a bit of HubSpot customers face. Even with this as the current solution, if th read more
3 upvotes
6 Replies
Participant
October 22, 2021
This is going to be MUCH more important and complicated for the new features they're playing with in Beta - that is, associating contacts and compani...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

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.