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bmoore509
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Membre depuis ‎oct. 2, 2019
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  • Mentions J'aime obtenues
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Résolues
bmoore509 le Novembre 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 Lire la suite
Répondre Discussion Deals
16 Mentions J'aime
13 Réponses
bmoore509
Contributeur
Avril 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...Lire la suite
lalexander le Février 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 Lire la suite
Répondre Idée Deals
205 Mentions J'aime
71 Réponses
bmoore509
Contributeur
Janvier 22, 2020
Is there any update from Hubspot on this? Would be great to see.
Résolues
bmoore509 le Octobre 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 Lire la suite
Répondre Discussion Tasks
2 Mentions J'aime
5 Réponses
bmoore509
Contributeur
Novembre 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...Lire la suite
Résolues
bmoore509 le Novembre 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 Lire la suite
Répondre Discussion Deals
16 Mentions J'aime
13 Réponses
bmoore509
Contributeur
Avril 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...Lire la suite
Résolues
bmoore509 le Octobre 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 Lire la suite
Répondre Discussion Tasks
2 Mentions J'aime
5 Réponses
bmoore509
Contributeur
Novembre 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...Lire la suite
Résolues
bmoore509 le Novembre 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 Lire la suite
Répondre Discussion Deals
16 Mentions J'aime
13 Réponses
bmoore509
Contributeur
Avril 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...Lire la suite
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