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mark_poyser
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cfleishman on Agosto 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 Leia mais
Responder Idéia Deals
1822 avaliações positivas
559 Respostas
mark_poyser
Participante
Agosto 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...Leia mais
cfleishman on Agosto 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 Leia mais
Responder Idéia Deals
1822 avaliações positivas
559 Respostas
mark_poyser
Participante
Agosto 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...Leia mais
mark_poyser on Julho 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 Leia mais
Responder Idéia Sales Content Analytics
71 avaliações positivas
29 Respostas
squizzyit on Novembro 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 Leia mais
Responder Idéia Conversations
54 avaliações positivas
20 Respostas
mark_poyser
Participante
Julho 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 Agosto 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 Leia mais
Responder Idéia Deals
1822 avaliações positivas
559 Respostas
mark_poyser
Participante
Agosto 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...Leia mais
cketelaar on Janeiro 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 Leia mais
Responder Idéia Deals Products & Quotes
21 avaliações positivas
9 Respostas
mark_poyser
Participante
Julho 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...Leia mais
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