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McBainKD
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Miembro desde ‎jul 19, 2021
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  • Respuestas
    13
  • Me gusta otorgados
    16
  • Me gusta recibidos
    7
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Kevin McBain

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McBainKD en Julio 19, 2024
Hi there, I'm looking to import a bunch of Contacts from another CRM into HubSpot but assign them to a Company, but also flag their association with that Company using an Association Label. Is there a way to do that in bulk without having to Leer más
McBainKD en Julio 18, 2024
Hey team! Our company has stood up a new division to support our high value clients, and I'm looking to figure out the best way to help support them. They currently use Excel to capture client engagements (pictured below) and I'm trying to r Leer más
0 Me gusta
4 Respuestas
Colaborador
Julio 19, 2024
Hey Ryan, Appreciate you taking the time out for this - but I don't think that will serve us either since the functionality is a bit too limited to...Leer más
McBainKD en Julio 18, 2024
Hey team! Our company has stood up a new division to support our high value clients, and I'm looking to figure out the best way to help support them. They currently use Excel to capture client engagements (pictured below) and I'm trying to r Leer más
0 Me gusta
4 Respuestas
Colaborador
Julio 19, 2024
Hey Ryan, Appreciate you taking the time out for this - but I don't think that will serve us either since the functionality is a bit too limited to...Leer más
McBainKD en Julio 18, 2024
Hey team! Our company has stood up a new division to support our high value clients, and I'm looking to figure out the best way to help support them. They currently use Excel to capture client engagements (pictured below) and I'm trying to r Leer más
0 Me gusta
4 Respuestas
Colaborador
Julio 19, 2024
Hey Ryan, Appreciate you taking the time out for this - but I don't think that will serve us either since the functionality is a bit too limited to...Leer más
CBetancourt4 en Noviembre 29, 2023
It would be fantastic to automatically generate invoices in HubSpot whether it be via API or in the workflow. It would help take out the manual work from having to do this one at a time for companies that generate dozens of invoices at a time. W Leer más
57 Me gusta
19 Respuestas
Colaborador
Julio 17, 2024
Pls do this.
Resuelta
McBainKD en Julio 12, 2024
Hey all, I'm looking to turn a custom property called "Pricing Description" into a list or bulleted items to display instead of a block of test. I'm not sure how to do this but I imagine it has to do with the CMS/CSS Editor for the Quote Tem Leer más
1 Me gusta
4 Respuestas
Colaborador
Julio 15, 2024
Thanks Pete! I took a combination of your solution and some customization and just leveraged the "Description" field to populate what I needed it to ...Leer más
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