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GKell
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Member since ‎Jun 17, 2021
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  • Upvotes Given
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  • Upvotes Received
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Greg Kell

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GKell
Contributor
July 26, 2022
Reply to Set Deal Stage Win Probability to 0%
This is NOT solved. Setting deal probability to 0% automatically sets it as closed lost, but that is not the functionality that is requested here. ...read more
GKell
Contributor
May 27, 2022
Reply to Introduce Yourself!
Hi All! My name is Greg and I am a Sales Operations Manager for a mid-sized technology start-up in Portland, OR. Interested in learning more about ...read more
GKell on May 27, 2022
Copy company property to only certain deals.
I work for a company that sells annual subscriptions and I want to be able copy certain properties from the initial annual deal to the renewal deal via workflow. To accomplish this I am copying info from the deal to the company and then back to the read more
Reply Discussion Workflows
0 upvote
2 Replies
GKell
Contributor
April 05, 2022
Reply to "Locking" a Closed Deal
Hubspot's solution is and will always be "create a workflow" to notify and change behavior, not eliminate the possibility of the behavior from occuri...read more
GKell
Contributor
February 17, 2022
Reply to Mandatory properties on Deal STAGES get skipped when creating a deal
Conditional requirements at the property level (a huge miss by Hubspot) would also fix this, but they don't seem eager to implement this.
GKell
Contributor
February 16, 2022
Reply to Option to enable/disable attachments saving to Companies/Contacts
A product team who thinks sucking up every attachment ever would be useful means they've never acutally had to use their own tool.
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