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JEricsonIII
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Membre depuis ‎mars 22, 2021
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John Ericson III

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JEricsonIII le Octobre 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 Lire la suite
Répondre Idée Deals
2 Mentions J'aime
1 Réponse
JEricsonIII
Membre
Décembre 28, 2022
Any development progress towards this idea?
lalexander le Novembre 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou Lire la suite
Répondre Idée Deals Products & Quotes Workflows
650 Mentions J'aime
180 Réponses
JEricsonIII
Membre
Février 11, 2022
Can't wait! Is a BETA available yet. Workflow party on Deal lines when we have the power to do so!
sleitz le Mai 16, 2018
Product Price Discount Levels
We have products that have discount levels and it would be great to be able to enter a discount tier like 10% or 25% and also including custom discounting for specific deals
Répondre Idée Products & Quotes
92 Mentions J'aime
26 Réponses
JEricsonIII
Membre
Janvier 14, 2022
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...Lire la suite
michaelhering le Décembre 15, 2020
Microsoft Teams Meeting Integration
We currently leverage GoToMeeting for client facing meetings, which then populates reports giving management a view into sales meeting activity. After working with HubSpot Support this morning, I have confirmed that HubSpot does not allow for the sa Lire la suite
Répondre Idée Activity Feed Dashboards & Reports Integrations Meetings Sales Reporting
28 Mentions J'aime
14 Réponses
JEricsonIII
Membre
Décembre 20, 2021
Any update on BETA release....is Santa coming to town soon with some BETA toys for the good boys and girls of hubspot?
JEricsonIII le Décembre 16, 2021
Adding the ability to use Workflows for setting values in a Line Item of a DEAL
Hi, we currently are unable to set a value in Line items of a DEAL. Here is the business scenario/goal: We have 50,000 customers in our database and 5000 of them get 10% off unit price. There is a property on the Company object that distinguish Lire la suite
Répondre Idée Deals
0 Mention J'aime
0 Réponse
JEricsonIII le Octobre 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 Lire la suite
Répondre Idée Deals
2 Mentions J'aime
1 Réponse
JEricsonIII
Membre
Décembre 28, 2022
Any development progress towards this idea?
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