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mark_poyser
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Member since ‎Oct 15, 2019
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Mark Poyser

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mark_poyser
Participant
August 04, 2020
Reply to Cloning a Deal
@Breno you could achieve this using a workflow based upon populating a custom property with a value, this would copy the deal to the other pipeline...read more
mark_poyser
Participant
July 21, 2020
Reply to Cloning a Deal
@Tamarbeck1 you can use the workflow engine to automatically clone the deal based upon the criteria and triggers that you set. However, Products ar...read more
mark_poyser on July 09, 2020
Group By Option in Reporting
Hi, Not sure if anyone else has come from Salesforce on here, but from reporting aspect it was very strong, with many options for configuring reports. On the options was 'group by' in reporting. I would say that this is where Hubspot has a weakness read more
Reply Idea Sales Content Analytics
98 upvotes
33 Replies
mark_poyser
Participant
July 06, 2020
Reply to Assign a new email to existing ticket
Hi, As the above posts date back to 2019, could I ask, is this still not possible to add new emails to existing tickets from the Inbox?
mark_poyser
Participant
July 02, 2020
Reply to Cloning a Deal
I have seen some other widgets / add-ins like this previosuly. Can these type of things also be integrated or called up in the Hubspot workflow engin...read more
mark_poyser
Participant
July 01, 2020
Reply to deal amount calculation based on pricing in product library of a deal
@cketelaar @MissTipsi I agree on the flexibility and in some ways lack of calcualtions. I was expecting the term length to affect the Net Price i...read more
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