プロフィール

HBirtcher
参加者
コミュニティー参加日: ‎4 16, 2021
  • ベストアンサー数
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  • 件の返信
    4
  • いいね!した数
    4
  • いいね!獲得数
    9
  • ご意見・ご提案
    0

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Haley Birtcher

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アクティビティ

解決済み
MKainu 1月 24日, 2023
Hi all, After watching and reading about workflows, I'm still a little uncertain the best way to create one that fits the scenario below the best (a little overwhelemed): 1. New Deal is created ---> New Task created to check NDA database (ex 続きを読む
参加者
2月 06日, 2023
If you have the option to create custom objects, this would be a great use! I recently implemented the storage of our NDAs in HubSpot. It allows a pr...続きを読む
jspencerdav 3月 14日, 2022
Workflows is arguably the most powerful feature in HubSpot. Regardless of skill level in HubSpot, users create workflows to automate valuable work. However, without good documentation, workflows quickly become a black hole of confusion and was 続きを読む
参加者
5月 16日, 2022
When I took over as Admin for our company this was the first thing I did! We went from having 10 SuperAdmins to only having myself as the CRM Adminis...続きを読む
jspencerdav 3月 14日, 2022
Workflows is arguably the most powerful feature in HubSpot. Regardless of skill level in HubSpot, users create workflows to automate valuable work. However, without good documentation, workflows quickly become a black hole of confusion and was 続きを読む
参加者
5月 16日, 2022
When I took over as Admin for our company this was the first thing I did! We went from having 10 SuperAdmins to only having myself as the CRM Adminis...続きを読む
Courtney_Clark 11月 19日, 2021
We have 450 contacts that attended a meeting and we want to import them into HubSpot as a logged meeting along with the meeting type. Our salespeople are measured based on activity. I realize that they have a "fix" with this by importing as a n 続きを読む
3 いいね!
1 コメント
参加者
5月 02日, 2022
I also wish this was a thing! My team is really pushing me to find a way to do this and it just isnt possible
jspencerdav 3月 14日, 2022
Workflows is arguably the most powerful feature in HubSpot. Regardless of skill level in HubSpot, users create workflows to automate valuable work. However, without good documentation, workflows quickly become a black hole of confusion and was 続きを読む
参加者
5月 16日, 2022
When I took over as Admin for our company this was the first thing I did! We went from having 10 SuperAdmins to only having myself as the CRM Adminis...続きを読む
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