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tannerm123
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robertovergani en Enero 04, 2022
Quote custom field in template
Hi all, is there a way to add a custom field in the QUOTES and let the client fill the value in the form they receive together with their approval? Most of our clients must add their specific internal order number (a simple text string) I've s Leer más
Responder Conversación Sales
4 Me gusta
12 Respuestas
tannerm123
Participante
Agosto 23, 2023
Amazing solution, @MiaSrebrnjak ! Is there an easy way to tie the form submission to that specific quote? My use-case here is asking for the billin...Leer más
Cherisse en Abril 19, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti Leer más
Responder Idea Contacts & Companies Workflows
480 Me gusta
142 Respuestas
tannerm123
Participante
Octubre 26, 2022
This is a huge deal actually. We are trying to integrate with some third party companies that have workflow integrations. I want to create a note wh...Leer más
tannerm123 en Agosto 31, 2022
Custom Object 'Totals'
Hello, It would be great if we could add the Total Amount Sum for custom objects that are in each stage of a pipeline. This would be identical to how deals are structured and offers a ton of value for companies whose sales process is not centere Leer más
Responder Idea Custom Objects
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2 Respuestas
jenniferlim en Abril 13, 2020
HOW TO: Create recurring workflows for any period of time
With our workflows tool, it is possible to create annual recurring workflows by creating workflows that are centered on a date property . This is great if you’re looking to send an annual birthday greeting to your user base. However sometimes Leer más
Responder Conversación Workflows
11 Me gusta
5 Respuestas
tannerm123
Participante
Enero 21, 2022
Hey Jennifer, I've been doing something very similar and found one nuance here. Depending on how many contacts enroll in workflows in your system, th...Leer más
Achagnon1 en Agosto 07, 2020
Having a dynamic 'today' field in the 'Time between' feature
I'm in the process of setting up calculated properties to use the new "time between" feature in reporting, and realized that, in the 'time between' calculations for properties, I'd like to have access to the option 'today,' which would be a dynamic Leer más
Responder Idea Deals Sales Reporting
423 Me gusta
99 Respuestas
tannerm123
Participante
Noviembre 29, 2021
Definitely needed, especially the dynamic 'today' part. Our use-case is sending out a CRS - we only want to send this if the event happened today an...Leer más
tannerm123 en Octubre 07, 2021
Creating Custom Attribution in Ads / Changing the Linear Attribution Model
It would be good if my team could change the way the Ads attribution model works within Hubspot. Right now, it goes Impressions -> Clicks -> Contacts -> Deals. The issue here is if the ad click does not lead to a method of contact creation, Leer más
Responder Idea ads
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