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ACastro6
Participant | Partner
Member since ‎Jun 28, 2021
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Alexandre Castro

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Activity

Faris on July 14, 2022
The goal is to have a workflow event trigger associated to the status of a sent 'envelope' so that this can be used to automatically trigger following actions. For example, delay until event happens - envelope status = 'Completed', assign task read more
2 upvotes
1 Reply
Participant | Partner
September 29, 2022
I need this too!! Alex
Solved
ACastro6 on August 25, 2022
Hello, Is it possible to copy a meeting activity from one deal to another? I have two pipelines (one for SDR´s and another for AE´s). The SDR schedules a meeting and I need that meeting appears in new deal in AE´s pipeline. And I can´t co read more
0 upvote
2 Replies
Participant | Partner
August 26, 2022
Hi Jennifer, Thanks. It´s not exacty what I´m looking for but it works. Regards, Alex Castro
Solved
ACastro6 on August 25, 2022
Hello, Is it possible to copy a meeting activity from one deal to another? I have two pipelines (one for SDR´s and another for AE´s). The SDR schedules a meeting and I need that meeting appears in new deal in AE´s pipeline. And I can´t co read more
0 upvote
2 Replies
Participant | Partner
August 26, 2022
Hi Jennifer, Thanks. It´s not exacty what I´m looking for but it works. Regards, Alex Castro
bencefarkas on March 06, 2020
Goal: HubSpot users should be able to be restricted when moving deals between stages. Let's say you have a Sales Pipeline with stages like "Qualified Prospect", "1st Meeting", "2nd Meeting", "Proposal Given". You shouldn't be able to move a deal read more
137 upvotes
50 Replies
Participant | Partner
May 28, 2022
Agree!
Solved
SDebiasi on July 20, 2021
Hello everybody, Is there a way to filter the tasks by creator in the Tasks view? I would like to see the tasks that I created in order to check whether they were completed or not. An alternative suitable solutions would be to be notified when a t read more
0 upvote
2 Replies
Participant | Partner
April 13, 2022
There is an alternative. You can create a report and use the property 'Activity created by'. You should use the entity 'Activities' in order to be ab...read more
Solved
LKrause on June 15, 2021
I am trying to create some reports on Sequences yet when I use the property, "last sequence enrolled" it is a numeric value, not alphanumeric. There must be some unknown reason why this is so. Why would I want to display a number in a report and read more
4 upvotes
7 Replies
Participant | Partner
April 08, 2022
There is a way to turnaround this. You can build a report usind the 'last sequence enrolled' property. In this report, hubspot inform you the sequenc...read more
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