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bmoore509
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コミュニティー参加日： ‎10 2, 2019
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  • 件の返信
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  • いいね！した数
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  • いいね！獲得数
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Brooke Moore

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解決済み
bmoore509 11月 01日, 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 続きを読む
返信 ディスカッション Deals
16 いいね！
13 コメント
bmoore509
投稿者
4月 13日, 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...続きを読む
lalexander 2月 11日, 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 続きを読む
返信 アイデア Deals
205 いいね！
71 コメント
bmoore509
投稿者
1月 22日, 2020
Is there any update from Hubspot on this? Would be great to see.
解決済み
bmoore509 10月 30日, 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 続きを読む
返信 ディスカッション Tasks
2 いいね！
5 コメント
bmoore509
投稿者
11月 05日, 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...続きを読む
解決済み
bmoore509 11月 01日, 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 続きを読む
返信 ディスカッション Deals
16 いいね！
13 コメント
bmoore509
投稿者
4月 13日, 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...続きを読む
解決済み
bmoore509 10月 30日, 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 続きを読む
返信 ディスカッション Tasks
2 いいね！
5 コメント
bmoore509
投稿者
11月 05日, 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...続きを読む
解決済み
bmoore509 11月 01日, 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 続きを読む
返信 ディスカッション Deals
16 いいね！
13 コメント
bmoore509
投稿者
4月 13日, 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...続きを読む
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