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JKalfayan
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Member since ‎May 28, 2021
  • solutions
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  • Replies
    4
  • Upvotes Given
    12
  • Upvotes Received
    6
  • Ideas
    1

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John Kalfayan

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BrianNZ on February 22, 2021
I'd be keen on any thoughts on the below worflow.... 1) we create a deal and move them through our pipe. 2) at a certain point, we send them an online application form. 3) when this is completed, it creates a ticket for our provisioning team read more
1 upvote
2 Replies
Participant
November 10, 2021
You realize your proposed workaround is to copy information from one object into another which unnecessarily creates loads of duplicated fields and d...read more
maximelexstart on September 21, 2018
Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.
246 upvotes
75 Replies
Member
September 13, 2022
Is this on the roadmap now? It seems like a reasonable leap to be able to use forms for any object type we choose; if contacts, companies, and custom...read more
Solved
JKalfayan on August 16, 2021
I've got a lead re-engagement workflow and all it says is if a contact is a lead and if last contact is greater than 30 days, create a new task to re-engage/follow up. I'd like to add one more condition to this which would be a way t read more
Hall of Famer | Partner
August 16, 2021
Hi @JKalfayan , To accomplish this, you'd create an active list, filtering for contacts who have an activity associated with them that is a ta...read more
Mystore on June 17, 2021
Hi, i joined this beta to bea able to create custom templates, how do we get access to the beta program?
1 upvote
3 Replies
Participant
July 13, 2021
Can someone please sign me up as well? We are considering abandoning hubspot because we can't use the base quoting system and I can't let that happen...read more
jmadore on March 11, 2020
With the way the quote tool currently works, we have a total price column that will show the cost per the recurring interval of time. For example, if the product is a recurring monthly payment, it will show "$ price / month," rather than the total p read more
38 upvotes
20 Replies
Participant
September 20, 2022
Huge issue. This is part of the reason we invested in Hubspot and should be tablestakes.
JKalfayan on June 08, 2021
Allow meetings to be viewed in tasks or add a new tab at the top of tasks called "meetings" that allows you to view a list of your meetings and quickly update their outcome/status and add notes. Having to go back into the record to do this is a horr read more
3 upvotes
0 Reply
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