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bmoore509
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Membro desde ‎out 2, 2019
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Brooke Moore

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Solucionado
bmoore509 on Novembro 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 Leia mais
Responder Discussão Deals
16 avaliações positivas
13 Respostas
bmoore509
Colaborador(a)
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...Leia mais
lalexander on Fevereiro 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 Leia mais
Responder Idéia Deals
205 avaliações positivas
71 Respostas
bmoore509
Colaborador(a)
Janeiro 22, 2020
Is there any update from Hubspot on this? Would be great to see.
Solucionado
bmoore509 on Outubro 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 Leia mais
Responder Discussão Tasks
2 avaliações positivas
5 Respostas
bmoore509
Colaborador(a)
Novembro 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...Leia mais
Solucionado
bmoore509 on Novembro 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 Leia mais
Responder Discussão Deals
16 avaliações positivas
13 Respostas
bmoore509
Colaborador(a)
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...Leia mais
Solucionado
bmoore509 on Outubro 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 Leia mais
Responder Discussão Tasks
2 avaliações positivas
5 Respostas
bmoore509
Colaborador(a)
Novembro 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...Leia mais
Solucionado
bmoore509 on Novembro 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 Leia mais
Responder Discussão Deals
16 avaliações positivas
13 Respostas
bmoore509
Colaborador(a)
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...Leia mais
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