Member since ‎Sep 17, 2019
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Brian Carter

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


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
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 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?
4 Replies
January 27, 2022
Bump on this idea. As an Enterprise sales focused organization, without the ability to see the deals and activities of child companies, this feature more
LLundström on July 07, 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
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 " more
BrianCarter 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 Reply
BrianCarter 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
0 Reply
BrianCarter 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
6 Replies
August 26, 2021
This solves some of the issue at least! Great stuff!
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