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ploklue
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Member since ‎Feb 26, 2020
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ploklue on April 27, 2021
Update company property domain name when contact property "company name" is updated
Is it possible to update the company property "company domain name" automatically when the contact property "new company URL" or the contact property "Company Name" are updated? Thank you!
Reply Discussion Enterprise
0 upvote
2 Replies
ploklue
Participant
April 27, 2021
Thank you Karsten!
Solved
ploklue on April 27, 2021
Update company property domain name when contact property "company name" is updated
Is it possible to update the company property "company domain name" automatically when the contact property "new company URL" or the contact property "Company Name" are updated? Thank you!
Reply Discussion Enterprise
0 upvote
2 Replies
ploklue
Participant
April 27, 2021
Thank you Karsten!
ploklue on August 20, 2020
Notify me when editing a task
Hi, I would like to receive a notification every time that i complete a task, or someone on my team marks one of my tasks as completed, or deletes/edits one of my tasks. Is there a way to do this? Thanks,
Reply Discussion Tasks
1 upvote
3 Replies
Solved
ploklue on July 16, 2020
Property to show number of qualified leads in an account
Hi There - Wondering if there is a way to create a property that includes the number of leads that an account has? Say an account has 15 contacts, and 2 of those have engaged with us and we marked them as "qualified leads". I would like to read more
Reply Discussion Companies
0 upvote
3 Replies
ploklue
Participant
July 17, 2020
Hey @dianalcont , Thanks! Super helpful. Another question that would make this ideal. Is there a way for me to group the companies with leads (...read more
Solved
ploklue on July 16, 2020
Property to show number of qualified leads in an account
Hi There - Wondering if there is a way to create a property that includes the number of leads that an account has? Say an account has 15 contacts, and 2 of those have engaged with us and we marked them as "qualified leads". I would like to read more
Reply Discussion Companies
0 upvote
3 Replies
ploklue
Participant
July 17, 2020
Hey @dianalcont , Thanks! Super helpful. Another question that would make this ideal. Is there a way for me to group the companies with leads (...read more
ploklue on July 10, 2020
Prevent users from making themselves owners 2 times in a row
Hi there, We have a workflow set up so that salespeople are limited as owners of an account for 90 days. At the 90 day mark, hubspot automatically removes that person as owner and leaves the property as "no owner". The problem is that our se read more
Reply Discussion Companies
0 upvote
1 Reply
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