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Bettinarf
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Member since ‎Jun 29, 2017
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Bettina Rodriguez Flick

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lisat2m on July 20, 2017
Add contact as a property to be required when creating a deal
I'd like to see contact as a required option when adding a new deal. When adding a deal, you can search contacts and add, but we'd like to see this as an option to require sales team to add the contact before the deal can be added. I'm thinking this read more
Reply Idea Contacts & Companies Deals
51 upvotes
16 Replies
Bettinarf
Contributor
September 03, 2019
We have created a workflow that notifies the deal owner when a deal is created without a contact. Within the alert they get we let them know that th...read more
DavidChaves on June 03, 2019
Ask Me Anything About CRM Management Training
Are you looking to take your HubSpot CRM knowledge to the next level? We are here to help! We are Serena and David and we work as Customer Training Specialists on the Classroom Training team at HubSpot. We deliver face-to-face training cour read more
Reply Discussion
7 upvotes
37 Replies
Bettinarf
Contributor
June 13, 2019
@DavidChaves : You can combine information from contacts and companies creating a list. The result is always a list of contacts that have a compa...read more
DavidChaves on June 03, 2019
Ask Me Anything About CRM Management Training
Are you looking to take your HubSpot CRM knowledge to the next level? We are here to help! We are Serena and David and we work as Customer Training Specialists on the Classroom Training team at HubSpot. We deliver face-to-face training cour read more
Reply Discussion
7 upvotes
37 Replies
Bettinarf
Contributor
June 13, 2019
@DavidChaves : You can combine information from contacts and companies creating a list. The result is always a list of contacts that have a compa...read more
DavidChaves on June 03, 2019
Ask Me Anything About CRM Management Training
Are you looking to take your HubSpot CRM knowledge to the next level? We are here to help! We are Serena and David and we work as Customer Training Specialists on the Classroom Training team at HubSpot. We deliver face-to-face training cour read more
Reply Discussion
7 upvotes
37 Replies
Bettinarf
Contributor
June 13, 2019
@DavidChaves : You can combine information from contacts and companies creating a list. The result is always a list of contacts that have a compa...read more
lisat2m on July 20, 2017
Add contact as a property to be required when creating a deal
I'd like to see contact as a required option when adding a new deal. When adding a deal, you can search contacts and add, but we'd like to see this as an option to require sales team to add the contact before the deal can be added. I'm thinking this read more
Reply Idea Contacts & Companies Deals
51 upvotes
16 Replies
Bettinarf
Contributor
September 03, 2019
We have created a workflow that notifies the deal owner when a deal is created without a contact. Within the alert they get we let them know that th...read more
GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
Reply Idea Contacts & Companies Deals
555 upvotes
230 Replies
Bettinarf
Contributor
June 06, 2019
I have the same request!!!! I thought about creating a workflow alert to let the sales people know when there is a deal that was created without a c...read more
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