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BrianCarter
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Membro desde ‎set 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.

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Solucionado
dmattauch on Abril 27, 2022
Association with custom objects
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 Leia mais
Responder Discussão CRM Custom Objects
1 avaliações positivas
3 Respostas
BrianCarter
Colaborador(a)
Abril 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...Leia mais
Neiltc on Fevereiro 18, 2021
Parent / Child Target Accounts
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?
Responder Discussão Professional
4 avaliações positivas
4 Respostas
BrianCarter
Colaborador(a)
Janeiro 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 ...Leia mais
Solucionado
LLundström on Julho 07, 2021
What determines "last activity date" on a deal?
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 Leia mais
Responder Discussão Deals
0 avaliações positivas
4 Respostas
BrianCarter
Colaborador(a)
Novembro 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...Leia mais
BrianCarter on Outubro 26, 2021
Meetings feature updates - Type of meeting, Outlook & Teams integration, Outcome updates
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 Leia mais
Responder Idéia Meetings
7 avaliações positivas
1 Respostas
BrianCarter on Outubro 20, 2021
Deal time in pipeline - Sales report
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 Leia mais
Responder Idéia Sales Reporting
6 avaliações positivas
0 Respostas
Solucionado
BrianCarter on Agosto 26, 2021
Associating a Company to Contacts is the most difficult thing to do in HubSpot. Prove me wrong!
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 Leia mais
Responder Discussão Data Sync
3 avaliações positivas
6 Respostas
BrianCarter
Colaborador(a)
Agosto 26, 2021
This solves some of the issue at least! Great stuff!
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