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pugwash
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コミュニティー参加日： ‎11 15, 2020
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monicaway 5月 11日, 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) 続きを読む
返信 アイデア Deals
412 いいね！
161 コメント
pugwash
参加者
3月 09日, 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...続きを読む
解決済み
pugwash 2月 11日, 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 続きを読む
返信 ディスカッション Deals Professional
1 いいね！
2 コメント
pugwash
参加者
2月 16日, 2021
Many thanks Karsten, That's really helpful and answers my question perfectly. really appreciate your help on this. Kind regards, j...続きを読む
解決済み
pugwash 2月 11日, 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 続きを読む
返信 ディスカッション Deals Professional
1 いいね！
2 コメント
pugwash
参加者
2月 16日, 2021
Many thanks Karsten, That's really helpful and answers my question perfectly. really appreciate your help on this. Kind regards, j...続きを読む
monicaway 5月 11日, 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) 続きを読む
返信 アイデア Deals
412 いいね！
161 コメント
pugwash
参加者
3月 09日, 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...続きを読む
monicaway 5月 11日, 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) 続きを読む
返信 アイデア Deals
412 いいね！
161 コメント
pugwash
参加者
3月 09日, 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...続きを読む
pugwash 11月 22日, 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 続きを読む
返信 ディスカッション Professional
2 いいね！
2 コメント
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