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mark_poyser
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Membre depuis ‎oct. 15, 2019
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Mark Poyser

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cfleishman le Août 31, 2017
Cloning a Deal
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 Lire la suite
Répondre Idée Deals
1823 Mentions J'aime
559 Réponses
mark_poyser
Participant
Août 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...Lire la suite
cfleishman le Août 31, 2017
Cloning a Deal
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 Lire la suite
Répondre Idée Deals
1823 Mentions J'aime
559 Réponses
mark_poyser
Participant
Août 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...Lire la suite
mark_poyser le Juillet 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 Lire la suite
Répondre Idée Sales Content Analytics
71 Mentions J'aime
29 Réponses
squizzyit le Novembre 21, 2019
Assign a new email to existing ticket
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 Lire la suite
Répondre Idée Conversations
54 Mentions J'aime
20 Réponses
mark_poyser
Participant
Juillet 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 le Août 31, 2017
Cloning a Deal
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 Lire la suite
Répondre Idée Deals
1823 Mentions J'aime
559 Réponses
mark_poyser
Participant
Août 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...Lire la suite
cketelaar le Janvier 16, 2020
deal amount calculation based on pricing in product library of a deal
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 Lire la suite
Répondre Idée Deals Products & Quotes
21 Mentions J'aime
9 Réponses
mark_poyser
Participant
Juillet 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...Lire la suite
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