プロフィール

Brennon
投稿者
コミュニティー参加日: ‎9 11, 2017
  • ベストアンサー数
    0
  • 件の返信
    11
  • いいね!した数
    47
  • いいね!獲得数
    11
  • ご意見・ご提案
    1

自己紹介

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Brennon Harrison

自己紹介文の作成がお済みでないようです。こちらからプロフィールを編集いただけます。

アクティビティ

JennLarsen 12月 20日, 2019
It would be useful if you were able to select the Hubspot Owner as a Field on a Form. In certain situations, you want to assign specific leads to a particular user based on the form that is submitted. I know that you can do it in a workflow, but whe 続きを読む
65 いいね!
17 コメント
投稿者
2月 03日, 2021
We have an INTERNAL form the sales team uses to submit information so it would be really helpful to be able to pull in contact owner property and pro...続きを読む
解決済み
butteryak 8月 23日, 2019
Is there anyway to assign an owner to a new contact when a form is submitted? (other than workflows which is not available in free version)
6 いいね!
12 コメント
投稿者
2月 03日, 2021
We have an INTERNAL form the sales team uses to submit information so it would be really helpful to be able to pull in contact owner property and pro...続きを読む
Brennon 1月 26日, 2021
My Deals are created by a form submission where a customer has requested samples (ie product a, b, c). Right now, the samples are being populated into the deal description ("Samples: Product a, b, c") because this property is searchable on the main 続きを読む
0 いいね!
0 コメント
VCheung 1月 25日, 2021
I have managed to create a workflow to add the company name to a deal name but would be highly benificial to append another property item to that, like a line item for example to create a uniform naming converntion .
1 いいね!
1 コメント
投稿者
1月 26日, 2021
What triggers your workflow? Our deals are created from a form submission - I have the deal name populate with tokens from the form submission. I a...続きを読む
lwcola 1月 25日, 2021
Working with our sales team, when we review deals and want to sort by deal owner, we have to scroll through every HubSpot user in our system to get to relevant names (i.e. names of users who aren't even on our sales team and would never be a deal ow 続きを読む
4 いいね!
2 コメント
投稿者
1月 26日, 2021
Have you set up a team? If you set that up, you can filter on HubSpot Team instead of selecting each deal owner individually.
yorame 4月 06日, 2017
Great idea for HubSpot: make it possible to change the date that belongs to a note in the timeline. My sales colleagues don't always submit their notes on the day of a certain meeting/event, and by adding them later they don't appear at the right s 続きを読む
80 いいね!
47 コメント
投稿者
1月 25日, 2021
I am moving my team out of excel and into the CRM deals. I would love to be able to backdate the notes to keep up with which deals have not been work...続きを読む
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