JKalfayan

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solutions
0
Replies
4
Upvotes Given
12
Upvotes Received
17
Ideas
1

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John Kalfayan

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Activity

JKalfayan

Participant

November 10, 2021

Reply to Linking Tickets to deals

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

JKalfayan

Participant

November 10, 2021

Reply to Use Deal Properties in Forms

Just enable the association of properties across objects in hubspot. I have lots of use cases where I need to use form info for contacts or companies...read more

Solved

JKalfayan on August 16, 2021

Check for existing task workflow before creating new one

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

Reply Discussion Professional

0 upvote

1 Reply

JKalfayan

Participant

June 15, 2021

Reply to Show total price rather than price per recurring interval with quotes

How is this not a feature? I want to provide something at a monthly rate for a specific term (number of months). The term is already a field in hubsp...read more

JKalfayan on June 08, 2021

Meetings Viewed in Tasks

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

Reply Idea Meetings

13 upvotes

3 Replies

JKalfayan

Participant

May 28, 2021

Reply to Add Location to Meetings booking page

There is a meeting location for the meetings link but when booking/logging a meeting directly from Hubsport page, there is no location available. ...read more

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