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charliesteiner
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Member since ‎Jul 6, 2021
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Charles Steiner

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charliesteiner on August 02, 2023
Associating Deal tasks with the Associated Company on the Deal without manually assigning them
Currently, our HubSpot workflow involves creating tasks in bulk, associated with existing Deals. This works well because it automatically brings up the Deal page when we work through the task list, allowing us to associate the call with the deal dir read more
Reply Discussion Professional
3 upvotes
4 Replies
charliesteiner
Participant
August 03, 2023
Thanks for getting back Tom! I will take a look into this tool; agree with your assessment on associations in HubSpot. Thanks, Charlie ...read more
Solved
charliesteiner on August 02, 2023
Associating Deal tasks with the Associated Company on the Deal without manually assigning them
Currently, our HubSpot workflow involves creating tasks in bulk, associated with existing Deals. This works well because it automatically brings up the Deal page when we work through the task list, allowing us to associate the call with the deal dir read more
Reply Discussion Professional
3 upvotes
4 Replies
charliesteiner
Participant
August 03, 2023
Thanks for getting back Tom! I will take a look into this tool; agree with your assessment on associations in HubSpot. Thanks, Charlie ...read more
Solved
charliesteiner on August 02, 2023
Associating Deal tasks with the Associated Company on the Deal without manually assigning them
Currently, our HubSpot workflow involves creating tasks in bulk, associated with existing Deals. This works well because it automatically brings up the Deal page when we work through the task list, allowing us to associate the call with the deal dir read more
Reply Discussion Professional
3 upvotes
4 Replies
charliesteiner
Participant
August 03, 2023
Thanks for getting back Tom! I will take a look into this tool; agree with your assessment on associations in HubSpot. Thanks, Charlie ...read more
Solved
charliesteiner on February 22, 2023
Automating sales emails to be sent at a variable point in time
Sometimes our prospects ask us to contact them at a more suitable time, when they have a better idea on budget, specification, plans etc. Is there a way that we can use a workflow or sequence to automatically send an email at a date which will c read more
Reply Discussion Professional
0 upvote
2 Replies
charliesteiner
Participant
February 22, 2023
Thanks Karsten. That makes sense. As you mention, the solution would be schedule a contact to be enrolled onto a sequence through workflows....read more
Solved
charliesteiner on February 22, 2023
Automating sales emails to be sent at a variable point in time
Sometimes our prospects ask us to contact them at a more suitable time, when they have a better idea on budget, specification, plans etc. Is there a way that we can use a workflow or sequence to automatically send an email at a date which will c read more
Reply Discussion Professional
0 upvote
2 Replies
charliesteiner
Participant
February 22, 2023
Thanks Karsten. That makes sense. As you mention, the solution would be schedule a contact to be enrolled onto a sequence through workflows....read more
estebbins on July 05, 2019
See deals in a calendar view
*Submitting on behalf of one of our users* It would be great to have deals be visible in a calendar view. A calendar view for deals in the pipeline with a drop down menu on the side for the deal stages that allow you to see a similar view of read more
Reply Idea Deals
56 upvotes
19 Replies
charliesteiner
Participant
August 19, 2022
This is something that we would really benefit from. At the moment I am using the Trello plugin to automatically create a card each time we creat...read more
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