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SGow
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Member since ‎Jan 25, 2021
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SGow
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February 23, 2021
Reply to Manually change quote status
This is a big deal for my company as well. Some clients will sign the physical copy of the quote and/or they don't want to use stripe because they ar...read more
SGow on February 11, 2021
Automatically assigning task to custom owner property instead of hubspot owner property
We have account "owners" (i.e. the sales or CS person who owns the account) but also "account managers" - I'd like to automatically create a task in workflows and assign it to the account manager, which is a custom user property associated with the read more
Reply Idea Workflows
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