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CPresz
Member | Gold Partner
Member | Gold Partner
Member since ‎May 21, 2021
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Chloee Presz

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CPresz on August 19, 2021
Quotes approval
Hi! It would be nice to have the quotes approval available on the Hubspot App. Would that be something that could be feasible? Also, it would be good to have multiple approvals - for instance, if a sales rep approves a quote, our marketing director read more
Reply Idea Sales Documents
1 upvote
0 Reply
Solved
CPresz on August 05, 2021
Automating ticket creation through workflows
Hi everyone! I would need to be able to create a ticket after a client fills out a hubspot form (with ticket properties, of course). I need this to be automated. Right now, it creates a task to our client experience team, but I would want it to cre read more
Reply Discussion Tickets Workflows
0 upvote
2 Replies
Solved
CPresz on May 25, 2021
Annual company revenue
Hi. I am trying create an annual sales objective by client, and for this reason, I would need a way to calculate every single transaction of one client in one year, and add them to a property. That way, our sales reps could enter at the begin read more
Reply Discussion Enterprise
0 upvote
4 Replies
CPresz
Member | Gold Partner
May 26, 2021
Hi @Bryantworks Thank you so much for this! Will definitely be trying this out today. My only concern though - will the property be able t...read more
Solved
CPresz on May 25, 2021
Annual company revenue
Hi. I am trying create an annual sales objective by client, and for this reason, I would need a way to calculate every single transaction of one client in one year, and add them to a property. That way, our sales reps could enter at the begin read more
Reply Discussion Enterprise
0 upvote
4 Replies
CPresz
Member | Gold Partner
May 26, 2021
Hi @Bryantworks Thank you so much for this! Will definitely be trying this out today. My only concern though - will the property be able t...read more
AndyPurple on October 21, 2020
Calculating values in workflow
The workflow has the ability to Increase/Decrease a property value, however, this is limited to a specific amount in currency - i.e. I can increase the "Amount" value by "£1". Using this specific example, it would be ideal to be able to increase read more
Reply Idea Workflows
10 upvotes
1 Reply
CPresz
Member | Gold Partner
May 21, 2021
Hi. I would also love it if we could use a workflow to increase a property by the amount of a transaction, no matter what the transaction amount is. ...read more
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