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Edyta7510
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Member since ‎Nov 27, 2020
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Edyta7510 on November 13, 2023
Conditional properties in playbooks
Hey, I use playbooks for deal qualification. The answer to each question is then updating the specific properties. I wanted to introduce some conditional properties. Ie: is this prospect using a competitor's solution? YES/NO => If yes, open a d read more
Reply Discussion best practices Enterprise Playbooks
0 upvote
2 Replies
Edyta7510
Guide
November 13, 2023
Hi @HFisher7 , this is what I thought was the case. Thanks for confirming. I will use the record left sidebar indeed for this purpose.
Edyta7510 on November 13, 2023
Conditional properties in playbooks
Hey, I use playbooks for deal qualification. The answer to each question is then updating the specific properties. I wanted to introduce some conditional properties. Ie: is this prospect using a competitor's solution? YES/NO => If yes, open a d read more
Reply Discussion best practices Enterprise Playbooks
0 upvote
2 Replies
Edyta7510
Guide
November 13, 2023
Hi @HFisher7 , this is what I thought was the case. Thanks for confirming. I will use the record left sidebar indeed for this purpose.
Solved
Edyta7510 on November 06, 2023
Associate logged meeting with a campaign
Hi All, I have a bit of a dilemma, here's what I need to do. We've just wrapped up a tradeshow - I have created a campaign for it in HubSpot. Sales team is now logging meetings they held with customers on deals in HubSpot. How can I make su read more
Reply Discussion Campaigns CRM Enterprise
0 upvote
4 Replies
Edyta7510
Guide
November 13, 2023
Thanks @mangelet ! At the end this is the solution I chose to apply.
SamuelBanks on March 02, 2022
Conditional Deal Stage Properties
Hey HubSpot, We find great value in the "Update Deal Stage properties" feature in HubSpot to standardise data collection. However, there's a challenge when we have deals that are going through our Pipeline/Process that warrant different data to be read more
Reply Idea Properties Sales Reporting
62 upvotes
10 Replies
Edyta7510
Guide
November 07, 2023
Hi @mangelet , thanks for chiming in 😉 I am aware of the conditional properties, yes. However, is it possible to apply them in a way that wo...read more
SamuelBanks on March 02, 2022
Conditional Deal Stage Properties
Hey HubSpot, We find great value in the "Update Deal Stage properties" feature in HubSpot to standardise data collection. However, there's a challenge when we have deals that are going through our Pipeline/Process that warrant different data to be read more
Reply Idea Properties Sales Reporting
62 upvotes
10 Replies
Edyta7510
Guide
November 07, 2023
Hi @mangelet , thanks for chiming in 😉 I am aware of the conditional properties, yes. However, is it possible to apply them in a way that wo...read more
Solved
Edyta7510 on November 06, 2023
Associate logged meeting with a campaign
Hi All, I have a bit of a dilemma, here's what I need to do. We've just wrapped up a tradeshow - I have created a campaign for it in HubSpot. Sales team is now logging meetings they held with customers on deals in HubSpot. How can I make su read more
Reply Discussion Campaigns CRM Enterprise
0 upvote
4 Replies
Edyta7510
Guide
November 13, 2023
Thanks @mangelet ! At the end this is the solution I chose to apply.
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