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pugwash
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Membre depuis ‎nov. 15, 2020
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monicaway le Mai 11, 2017
Multiple companies per deal
Business deals often involve multiple companies. How far away is Hubspot from allowing multiple companies to be assigned to deals? For example, in the field of Architecture and Construction, there is a prospective client (a company) Lire la suite
Répondre Idée Deals
412 Mentions J'aime
161 Réponses
pugwash
Participant
Mars 09, 2021
Well it hadn't happened yesterday when i tried it You can associate multiple contacts with a deal, but not multiple companies.....unless you kno...Lire la suite
Résolues
pugwash le Février 11, 2021
Bulk create Deals
We have a list of contacts that we want to create deals against- its 155 contacts to be precise. We'll have to do this with a new list of contacts every month. whats the easiest way to create deals for these contacts? we need to give them Lire la suite
Répondre Discussion Deals Professional
1 Mention J'aime
2 Réponses
pugwash
Participant
Février 16, 2021
Many thanks Karsten, That's really helpful and answers my question perfectly. really appreciate your help on this. Kind regards, j...Lire la suite
Résolues
pugwash le Février 11, 2021
Bulk create Deals
We have a list of contacts that we want to create deals against- its 155 contacts to be precise. We'll have to do this with a new list of contacts every month. whats the easiest way to create deals for these contacts? we need to give them Lire la suite
Répondre Discussion Deals Professional
1 Mention J'aime
2 Réponses
pugwash
Participant
Février 16, 2021
Many thanks Karsten, That's really helpful and answers my question perfectly. really appreciate your help on this. Kind regards, j...Lire la suite
monicaway le Mai 11, 2017
Multiple companies per deal
Business deals often involve multiple companies. How far away is Hubspot from allowing multiple companies to be assigned to deals? For example, in the field of Architecture and Construction, there is a prospective client (a company) Lire la suite
Répondre Idée Deals
412 Mentions J'aime
161 Réponses
pugwash
Participant
Mars 09, 2021
Well it hadn't happened yesterday when i tried it You can associate multiple contacts with a deal, but not multiple companies.....unless you kno...Lire la suite
monicaway le Mai 11, 2017
Multiple companies per deal
Business deals often involve multiple companies. How far away is Hubspot from allowing multiple companies to be assigned to deals? For example, in the field of Architecture and Construction, there is a prospective client (a company) Lire la suite
Répondre Idée Deals
412 Mentions J'aime
161 Réponses
pugwash
Participant
Mars 09, 2021
Well it hadn't happened yesterday when i tried it You can associate multiple contacts with a deal, but not multiple companies.....unless you kno...Lire la suite
pugwash le Novembre 22, 2020
Workflow from deal stage change- Docusign
Hi All, We have a deal stage where we would like to automatically send out an NDA, using Docusign, to contacts of that company. Is this possible using workflows, as I can't work it out at the moment. If its possible, please could someone g Lire la suite
Répondre Discussion Professional
2 Mentions J'aime
2 Réponses
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