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BDuff
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Member since ‎Apr 23, 2021
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Bethany Duff

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Activity

Lisanne on July 05, 2018
Since last week Hubspot activates the Beta workflow for Deals. I have an idea to optimize the (deal) workflow. Now I need to fill in some of the properties manually. I like to copy a property like "Inbound or Outbound" from the Company or Contact p read more
126 upvotes
47 Replies
Participant
November 18, 2022
@MeganLegge any updates on this?
susanmartin2006 on July 22, 2020
It seems strange that I'm able to create custom properties on Products (like notes, comment, is optional selection, serial number) but they can't be used/pulled into Quotes. I don't think any functionality will change when we sync our product librar read more
115 upvotes
36 Replies
Participant
September 09, 2022
@velliott any updates on this? This feature would make our lives 100x easier.
mdrnd on September 23, 2021
Hi there, I'm trying to create a workflow automation that copies multiple company properties to deal properties. For instance, there is property called Market Segment in both company and deal properties. As soon a deal is created, this workf read more
0 upvote
3 Replies
Participant
August 22, 2022
@mdrnd did you ever figure this out? I'm having the same issue.
shiling on March 06, 2019
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more
124 upvotes
56 Replies
Participant
October 21, 2021
Upvoting!
WorkflowNinja on December 10, 2020
Hello, I would love to see the ability to set default discounts on certain products, to avoid reps having to edit the line items each time to add the discounts we use frequently on specific products. Ideally, this would be set on the product lev read more
10 upvotes
3 Replies
Participant
September 07, 2021
Agreed, default discounts means fewer manual changes/fewer errors. We'll always have the same discount on our annual subscriptions and it would be ni...read more
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