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fspestana
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Member since ‎Jun 12, 2021
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Felipe Pestana

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fspestana on April 28, 2022
Associate Notes and Tasks to new enrolled deal
I'm have a worfkflow where I create a new deal in other pipeline copying some properties from original deal. I also need to associate notes and tasks to new deal created. But I can also find options to associate timeline activities from contacts read more
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Solved
fspestana on January 17, 2022
I need a way to set a "last deal create date" field in Company properties
Hi people, Hubspot provides us a native field called "first deal created date" who is populated automatically. For my project I need an extra field also in Company properties called "last deal created date", where basically I'll populate wit read more
Reply Discussion CRM
0 upvote
5 Replies
fspestana
Member
January 18, 2022
Or, if I find a way to make the association of a company mandatory, it should also work... I can't find a way to do it also
Solved
fspestana on January 17, 2022
I need a way to set a "last deal create date" field in Company properties
Hi people, Hubspot provides us a native field called "first deal created date" who is populated automatically. For my project I need an extra field also in Company properties called "last deal created date", where basically I'll populate wit read more
Reply Discussion CRM
0 upvote
5 Replies
fspestana
Member
January 18, 2022
Or, if I find a way to make the association of a company mandatory, it should also work... I can't find a way to do it also
Solved
fspestana on January 17, 2022
I need a way to set a "last deal create date" field in Company properties
Hi people, Hubspot provides us a native field called "first deal created date" who is populated automatically. For my project I need an extra field also in Company properties called "last deal created date", where basically I'll populate wit read more
Reply Discussion CRM
0 upvote
5 Replies
fspestana
Member
January 18, 2022
Or, if I find a way to make the association of a company mandatory, it should also work... I can't find a way to do it also
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