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smk
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Member since ‎Sep 14, 2017
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Stephen Kuhn

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smk on November 01, 2022
I want to create a workflow with a trigger of: deal stage changed within the last 1 day that will force the Last Activity Date property to update to today (or the time that the workflow runs). Suggestions? (I'm doing this because read more
0 upvote
1 Reply
smk on January 12, 2022
Hi Hubspot Community, We encountered an issue with a new sequence in which it pulled incorrect dates for a panel; however, it pulled the correct panel names. For example, Panel "A" is scheduled to be on Jan 18 from 4:00 PM to 5:30 PM PT u read more
0 upvote
1 Reply
Solved
smk on May 21, 2021
I want to create a workflow to change a deal stage if a meeting is cancelled. Possible? Thanks.
1 upvote
2 Replies
Solved
smk on March 17, 2021
Hi. I have a bunch of deals in a pipeline at a particular stage. I would like to get a list of all deals whose primary contact is not currently in a sequence. Possible? Thanks.
0 upvote
2 Replies
smk
Member
March 20, 2021
Karsten, thank you once again for your thoughtful reply. Appreciated.
Solved
smk on March 17, 2021
Hi. I have a bunch of deals in a pipeline at a particular stage. I would like to get a list of all deals whose primary contact is not currently in a sequence. Possible? Thanks.
0 upvote
2 Replies
smk
Member
March 20, 2021
Karsten, thank you once again for your thoughtful reply. Appreciated.
Solved
smk on March 10, 2021
Hi. I would like to use a workflow to create a new deal, but I want to test (in the workflow) to see if it exists already before creating a duplicate. Possible? How? Thanks.
1 upvote
10 Replies
smk
Member
March 12, 2021
Karsten and Webdew - thank you both very much for your efforts. I will work with these suggestions and see if I can solve the problem. Thanks ag...read more
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