Profil

Bettinarf
Contributeur
Membre depuis ‎juin 29, 2017
  • Solutions
    0
  • Réponses
    20
  • Mentions J'aime ajoutées
    59
  • Mentions J'aime obtenues
    31
  • Idées
    -1

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Activité

lisat2m le Juillet 20, 2017
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 Lire la suite
51 Mentions J'aime
16 Réponses
Contributeur
Septembre 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...Lire la suite
DavidChaves le Juin 03, 2019
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 Lire la suite
7 Mentions J'aime
36 Réponses
Contributeur
Juin 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...Lire la suite
DavidChaves le Juin 03, 2019
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 Lire la suite
7 Mentions J'aime
36 Réponses
Contributeur
Juin 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...Lire la suite
DavidChaves le Juin 03, 2019
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 Lire la suite
7 Mentions J'aime
36 Réponses
Contributeur
Juin 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...Lire la suite
lisat2m le Juillet 20, 2017
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 Lire la suite
51 Mentions J'aime
16 Réponses
Contributeur
Septembre 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...Lire la suite
GLR le Décembre 13, 2017
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 Lire la suite
554 Mentions J'aime
229 Réponses
Contributeur
Juin 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...Lire la suite
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