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JKalfayan
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Member since ‎May 28, 2021
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  • solutions
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    4
  • Upvotes Given
    12
  • Upvotes Received
    14
  • Ideas
    1

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John Kalfayan

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Solved
BrianNZ on February 22, 2021
Linking Tickets to deals
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
Reply Discussion Starter
1 upvote
2 Replies
JKalfayan
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
Use Deal Properties in Forms
Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.
Reply Idea Forms
555 upvotes
177 Replies
JKalfayan
Participant
November 10, 2021
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
Mystore on June 17, 2021
How do we get access to the beta
Hi, i joined this beta to bea able to create custom templates, how do we get access to the beta program?
Reply Discussion
1 upvote
3 Replies
JKalfayan
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
Show total price rather than price per recurring interval with quotes
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
Reply Idea Products & Quotes
96 upvotes
49 Replies
JKalfayan
Participant
June 15, 2021
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
10 upvotes
2 Replies
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