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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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Activity

cfleishman on August 31, 2017
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
1816 upvotes
556 Replies
Participant
August 04, 2020
@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
cfleishman on August 31, 2017
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
1816 upvotes
556 Replies
Participant
August 04, 2020
@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 on July 09, 2020
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
69 upvotes
29 Replies
squizzyit on November 21, 2019
I'd like to be able to associate new emails to our shared inboxes to existing tickets. Currently any email can be created as a ticket with the email content in the activity of the ticket. When a different contact or external party emails information read more
54 upvotes
20 Replies
Participant
July 06, 2020
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?
cfleishman on August 31, 2017
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
1816 upvotes
556 Replies
Participant
August 04, 2020
@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
cketelaar on January 16, 2020
Hi, the deal amount can automatically be based on the (recurring) pricing of products in the product library as they are added to a deal. However; - you can't select the amount to be calculated for the entire deal or for more than 3 ye read more
21 upvotes
9 Replies
Participant
July 01, 2020
@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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