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JEricsonIII
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Member since ‎Mar 22, 2021
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JEricsonIII
Member
December 28, 2022
Reply to Adjust Deal Workflow that would allow Line Item properties to be adjusted.
Any development progress towards this idea?
JEricsonIII
Member
February 11, 2022
Reply to Option to automatically add a product to a deal with workflows
Can't wait! Is a BETA available yet. Workflow party on Deal lines when we have the power to do so!
JEricsonIII
Member
January 14, 2022
Reply to Product Price Discount Levels
Thanks Ethan for the update. I'm glad to hear about workflow capability to influence deal lines. I assume then we can apply logic to apply our own...read more
JEricsonIII
Member
December 20, 2021
Reply to Microsoft Teams Meeting Integration
Any update on BETA release....is Santa coming to town soon with some BETA toys for the good boys and girls of hubspot?
JEricsonIII on October 27, 2021
Adjust Deal Workflow that would allow Line Item properties to be adjusted.
Hello,I’m trying to set a UNIT Price on the line of a Deal based on a customers pricing level via a workflow so someone doesn’t have to manually input 1 of 6 price levels. I can trigger off the Line object but can’t copy or set a property within th read more
Reply Idea Deals
2 upvotes
1 Reply
JEricsonIII on October 11, 2021
How can we change the Quote number format? Give us access please.
Currently the quote number is read-only which doesn't give us the ability to change the structure or update with a workflow. Quote number example = Quote number: 20211008-002352535 😥 The current quote is extensive in length and is cre read more
Reply Idea Deals
0 upvote
1 Reply
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