ACastro6

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Alexandre Castro

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ACastro6

Participant | Diamond Partner

September 29, 2022

Reply to DocuSign - Delay until event happens

I need this too!! Alex

ACastro6

Participant | Diamond Partner

August 26, 2022

Reply to Copying meeting activity from one deal to another

Hi Jennifer, Thanks. It´s not exacty what I´m looking for but it works. Regards, Alex Castro

Solved

ACastro6 on August 25, 2022

Copying meeting activity from one deal to another

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

Reply Discussion Enterprise

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ACastro6

Participant | Diamond Partner

May 28, 2022

Reply to Restrict moving deals between stages

Agree!

ACastro6

Participant | Diamond Partner

April 13, 2022

Reply to Filter tasks by creator

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

ACastro6

Participant | Diamond Partner

April 08, 2022

Reply to Why is the "last sequence enrolled" property numeric? I can't use it in reports if there is no name

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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