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RLV2525
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Membre depuis ‎janv. 14, 2021
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Résolues
RLV2525 le Décembre 08, 2022
Transactional mail to Non-Marketing Contacts
Hi y'all, Need your advise again. This time I have to send an e-mail to all the admins that are using our software regarding a scheduled update. Most of the admin e-mail addresses are marked in Hubspot as 'Non-Marketing contacts', and I want to m Lire la suite
Répondre Discussion Settings
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2 Réponses
Résolues
RLV2525 le Novembre 25, 2022
Copy Deal from Sales Pipeline into another.
Hi y'all, I'm at wits' end, so maybe you can help me. We have currently two pipelines. One; the original Sales Pipeline, and the second; our Account Manager Pipeline. What we are trying is to automate, is the process of copying a "Won Deal" in Lire la suite
Répondre Discussion Deals Sales Workflows
0 Mention J'aime
8 Réponses
RLV2525
Contributeur
Novembre 28, 2022
Hi Karsten, Thanks! I figured that much, however, I do not know what I can use as a Trigger for Deal B. Any suggestions? Cheers!
Résolues
RLV2525 le Novembre 25, 2022
Copy Deal from Sales Pipeline into another.
Hi y'all, I'm at wits' end, so maybe you can help me. We have currently two pipelines. One; the original Sales Pipeline, and the second; our Account Manager Pipeline. What we are trying is to automate, is the process of copying a "Won Deal" in Lire la suite
Répondre Discussion Deals Sales Workflows
0 Mention J'aime
8 Réponses
RLV2525
Contributeur
Novembre 28, 2022
Hi Karsten, Thanks! I figured that much, however, I do not know what I can use as a Trigger for Deal B. Any suggestions? Cheers!
Résolues
RLV2525 le Novembre 25, 2022
Copy Deal from Sales Pipeline into another.
Hi y'all, I'm at wits' end, so maybe you can help me. We have currently two pipelines. One; the original Sales Pipeline, and the second; our Account Manager Pipeline. What we are trying is to automate, is the process of copying a "Won Deal" in Lire la suite
Répondre Discussion Deals Sales Workflows
0 Mention J'aime
8 Réponses
RLV2525
Contributeur
Novembre 28, 2022
Hi Karsten, Thanks! I figured that much, however, I do not know what I can use as a Trigger for Deal B. Any suggestions? Cheers!
Résolues
RLV2525 le Novembre 25, 2022
Copy Deal from Sales Pipeline into another.
Hi y'all, I'm at wits' end, so maybe you can help me. We have currently two pipelines. One; the original Sales Pipeline, and the second; our Account Manager Pipeline. What we are trying is to automate, is the process of copying a "Won Deal" in Lire la suite
Répondre Discussion Deals Sales Workflows
0 Mention J'aime
8 Réponses
RLV2525
Contributeur
Novembre 28, 2022
Hi Karsten, Thanks! I figured that much, however, I do not know what I can use as a Trigger for Deal B. Any suggestions? Cheers!
Résolues
RLV2525 le Novembre 25, 2022
Copy Deal from Sales Pipeline into another.
Hi y'all, I'm at wits' end, so maybe you can help me. We have currently two pipelines. One; the original Sales Pipeline, and the second; our Account Manager Pipeline. What we are trying is to automate, is the process of copying a "Won Deal" in Lire la suite
Répondre Discussion Deals Sales Workflows
0 Mention J'aime
8 Réponses
RLV2525
Contributeur
Novembre 28, 2022
Hi Karsten, Thanks! I figured that much, however, I do not know what I can use as a Trigger for Deal B. Any suggestions? Cheers!
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