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KLeschyshyn
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Member since ‎Jul 2, 2021
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Kate Leschyshyn

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KLeschyshyn on July 31, 2023
Add conditions for Record Merge
Hey, We've faced an issue when Deals should not be merged after they reach a particular Deal stage (because it influences a couple of automation). Not a big deal, but when the team constantly grows, this will become difficult to maintain. read more
Reply Idea Contacts & Companies Deals
5 upvotes
1 Reply
LBakke on August 05, 2022
Change the text in the unsubscribe link
We want to be able to change the text before the unsubscribe link. For instance to something like: "Want to stop receiving our news content/marketing mails?" Hubspot doesn't allow this at the moment. In our efforts to improve GDPR, we want to read more
Reply Idea Account Settings Campaign Marketing Emails Sales Email Extensions & Add-Ins
4 upvotes
4 Replies
KLeschyshyn
Contributor
July 19, 2023
Yes, please!
KLeschyshyn on July 10, 2023
Workflow trigger: specific user has updated property value
In a Deal record, we see who has updated the Property value and when. When in Workflows, it would be great to use this info as a trigger. For example, we have multiple Deal properties that can be updated either by a Deal owner or an integr read more
Reply Idea Workflows
4 upvotes
1 Reply
KLeschyshyn
Contributor
July 13, 2023
@ARBatty would you elaborate on this, please: Define Enrollment Criteria: Set the enrollment criteria for the workflow to identify the specifi...read more
KLeschyshyn on July 10, 2023
Workflow trigger: specific user has updated property value
In a Deal record, we see who has updated the Property value and when. When in Workflows, it would be great to use this info as a trigger. For example, we have multiple Deal properties that can be updated either by a Deal owner or an integr read more
Reply Idea Workflows
4 upvotes
1 Reply
KLeschyshyn
Contributor
July 13, 2023
@ARBatty would you elaborate on this, please: Define Enrollment Criteria: Set the enrollment criteria for the workflow to identify the specifi...read more
Solved
MCooper52 on July 03, 2023
Is it possible to generate a list of contacts whose deals totaled more than $500 in FY23?
For example, if someone had a deal for $300 on 10/1/2022 and another for $300 on 4/5/2023, the total for FY23 would be $600 and they'd be included in the list. I see I can filter a list of contacts by the associated deal's close date, but I'm no read more
Reply Discussion Contacts Deals Lists
0 upvote
4 Replies
KLeschyshyn
Contributor
July 10, 2023
To accomplish this (and to it for any year retrospectively) without any extra coding, you may want to: create a custom dropdown Deal property (c...read more
k8isgreat on June 28, 2017
Automatically associate contact/company records with Deals
I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box. I would love the contacts to automatically be added when a company is attached to a deal so that 1. It read more
Reply Idea Contacts & Companies Deals
323 upvotes
91 Replies
KLeschyshyn
Contributor
April 21, 2023
would love the Deals to be automatically associated with the same Companies as Contacts
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