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bmoore509
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Miembro desde ‎oct 2, 2019
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bmoore509 en Noviembre 01, 2019
Calculated Property - Based on Products
Is there a way to make a calculated property based upon products? I'm thinking of something like: you sell coffee, tea, and snacks. All of these are products in their own product folders, but you use them all the tell the total amount of the dea Leer más
Responder Conversación Deals
16 Me gusta
13 Respuestas
bmoore509
Colaborador
Abril 13, 2020
@warrendavey It ultimately doesn't work for my problem because I would need it to be on the deal property for when other people pull reports. (Righ...Leer más
lalexander en Febrero 11, 2019
Customize default deal name
Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's Leer más
Responder Idea Deals
205 Me gusta
71 Respuestas
bmoore509
Colaborador
Enero 22, 2020
Is there any update from Hubspot on this? Would be great to see.
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bmoore509 en Octubre 30, 2019
Workflow - Based on Type of Rep Activity
I'm trying to create a workflow where when our sales rep logs a future meeting that is a certain "call or meeting type" that it triggers the workflow. As an initial push, I set up one that works great as a deal workflow. The enrollment is that c Leer más
Responder Conversación Tasks
2 Me gusta
5 Respuestas
bmoore509
Colaborador
Noviembre 05, 2019
Really appreciate your input here! It definitely makes sense. I do have two questions though, so just for my own clarity. Would you be able to...Leer más
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bmoore509 en Noviembre 01, 2019
Calculated Property - Based on Products
Is there a way to make a calculated property based upon products? I'm thinking of something like: you sell coffee, tea, and snacks. All of these are products in their own product folders, but you use them all the tell the total amount of the dea Leer más
Responder Conversación Deals
16 Me gusta
13 Respuestas
bmoore509
Colaborador
Abril 13, 2020
@warrendavey It ultimately doesn't work for my problem because I would need it to be on the deal property for when other people pull reports. (Righ...Leer más
Resuelta
bmoore509 en Octubre 30, 2019
Workflow - Based on Type of Rep Activity
I'm trying to create a workflow where when our sales rep logs a future meeting that is a certain "call or meeting type" that it triggers the workflow. As an initial push, I set up one that works great as a deal workflow. The enrollment is that c Leer más
Responder Conversación Tasks
2 Me gusta
5 Respuestas
bmoore509
Colaborador
Noviembre 05, 2019
Really appreciate your input here! It definitely makes sense. I do have two questions though, so just for my own clarity. Would you be able to...Leer más
Resuelta
bmoore509 en Noviembre 01, 2019
Calculated Property - Based on Products
Is there a way to make a calculated property based upon products? I'm thinking of something like: you sell coffee, tea, and snacks. All of these are products in their own product folders, but you use them all the tell the total amount of the dea Leer más
Responder Conversación Deals
16 Me gusta
13 Respuestas
bmoore509
Colaborador
Abril 13, 2020
@warrendavey It ultimately doesn't work for my problem because I would need it to be on the deal property for when other people pull reports. (Righ...Leer más
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