timo1

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solutions
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Tim Offen

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timo1

Contributor

September 25, 2024

Reply to Ownership reassignment

Hi Tayna. A workflow should be able to action this but it might be a relatively big set of conditions. I'd suggest a workflow per condition potenti...read more

timo1

Contributor

September 04, 2024

Reply to Meeting Durations

Hi @Its_andy , If you add the company property "Record ID" to the report, it'll add the company name as a hyperlink that'll take you to the compan...read more

timo1

Contributor

September 01, 2024

Reply to Meeting Durations

Hi @Its_andy . I don't think this is a property that HubSpot allows you to create reports with. You only have access to Meeting Start & End tim...read more

timo1

Contributor

March 25, 2024

Reply to How do I optimize my data structure to integrate with CPQ/Subscription Management tools?

If you haven't already got a solution - look into Subskribe: https://www.subskribe.com/ We just finished our implementation with them (6 months) a...read more

Solved

timo1 on March 25, 2024

Pipeline Management

Hey team. Looking to setup a pipeline structure for a services business. All they're interested in tracking is a new business (Entirely new customer) or Existing Business (anything new under a current customer) What would be the better option her: read more

Reply Discussion RevOps

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timo1

Contributor

October 31, 2023

Reply to Turn Data Set Fields into Contact Properties

@LSimon3 I created something similar for reporting on Net Revenue Retention using custom-coded workflows. I created a property on each deal calle...read more

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