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Bettinarf
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Mitglied seit ‎Jun 29, 2017
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lisat2m on Juli 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 Beitrag ansehen
Antworten Idee Contacts & Companies Deals
51 Likes
16 Antworten
Bettinarf
Mitwirkender/Mitwirkende
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...Beitrag ansehen
DavidChaves on Juni 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 Beitrag ansehen
Antworten Diskussion
7 Likes
36 Antworten
Bettinarf
Mitwirkender/Mitwirkende
Juni 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...Beitrag ansehen
DavidChaves on Juni 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 Beitrag ansehen
Antworten Diskussion
7 Likes
36 Antworten
Bettinarf
Mitwirkender/Mitwirkende
Juni 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...Beitrag ansehen
DavidChaves on Juni 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 Beitrag ansehen
Antworten Diskussion
7 Likes
36 Antworten
Bettinarf
Mitwirkender/Mitwirkende
Juni 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...Beitrag ansehen
lisat2m on Juli 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 Beitrag ansehen
Antworten Idee Contacts & Companies Deals
51 Likes
16 Antworten
Bettinarf
Mitwirkender/Mitwirkende
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...Beitrag ansehen
GLR on Dezember 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 Beitrag ansehen
Antworten Idee Contacts & Companies Deals
554 Likes
229 Antworten
Bettinarf
Mitwirkender/Mitwirkende
Juni 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...Beitrag ansehen
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