プロフィール

Bettinarf
投稿者
コミュニティー参加日: ‎6 29, 2017
  • ベストアンサー数
    0
  • 件の返信
    20
  • いいね!した数
    59
  • いいね!獲得数
    31
  • ご意見・ご提案
    -1

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アクティビティ

lisat2m 7月 20日, 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 続きを読む
51 いいね!
16 コメント
投稿者
9月 03日, 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...続きを読む
DavidChaves 6月 03日, 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 続きを読む
7 いいね!
36 コメント
投稿者
6月 13日, 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...続きを読む
DavidChaves 6月 03日, 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 続きを読む
7 いいね!
36 コメント
投稿者
6月 13日, 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...続きを読む
DavidChaves 6月 03日, 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 続きを読む
7 いいね!
36 コメント
投稿者
6月 13日, 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...続きを読む
lisat2m 7月 20日, 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 続きを読む
51 いいね!
16 コメント
投稿者
9月 03日, 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...続きを読む
GLR 12月 13日, 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 続きを読む
554 いいね!
229 コメント
投稿者
6月 06日, 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...続きを読む
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