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mark_poyser
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Mitglied seit ‎Okt 15, 2019
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Mark Poyser

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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 Beitrag ansehen
1823 Likes
559 Antworten
Teilnehmer/-in
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...Beitrag ansehen
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 Beitrag ansehen
1823 Likes
559 Antworten
Teilnehmer/-in
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...Beitrag ansehen
mark_poyser on Juli 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 Beitrag ansehen
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 Beitrag ansehen
54 Likes
20 Antworten
Teilnehmer/-in
Juli 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 Beitrag ansehen
1823 Likes
559 Antworten
Teilnehmer/-in
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...Beitrag ansehen
cketelaar on Januar 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 Beitrag ansehen
Teilnehmer/-in
Juli 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...Beitrag ansehen
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