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sunask
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Member since ‎Nov 28, 2017
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sunask
Contributor
June 19, 2024
Reply to Alternative to "Automatically create and associate companies with contacts"
Not very useful when you just repeat what I have already said, and obviously didn't take time to understand my question.
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sunask on June 19, 2024
Alternative to "Automatically create and associate companies with contacts"
Hi all, Regarding this function: https://knowledge.hubspot.com/object-settings/automatically-create-and-associate-companies-with-contacts The last part "... associate companies with contacts" works great for us, but the "Automatically creat read more
Reply Discussion Companies
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sunask
Contributor
May 15, 2024
Reply to More user friendly way of creating main/sub deals?
Hi Matt, and thanks for reaching out! The issue is not really about creating the deals, it's about the association (that needs to be done manually)....read more
sunask on May 15, 2024
More user friendly way of creating main/sub deals?
Hi all, We've set up a Deal object association in our portal, so that we can have a main and sub deal structure. E.g. let's say you win a framework agreement deal (main deal) with a client, and you want to add multiple sub deals ongoing read more
Reply Discussion Deals
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sunask
Contributor
June 27, 2023
Reply to Re-enrolling/resend one-off NPS so that Contact can receive it more than once
Hi Tom, Thanks a lot for your thorough feedback. However, I am not sure if I am following the logic completely. The trigger that se...read more
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sunask on June 26, 2023
Re-enrolling/resend one-off NPS so that Contact can receive it more than once
Hi, I know it might sound a bit contradictory at first, be we are looking for the opportunity to send a one-off NPS survey to the same Contact more than once. The use case being gathering feedback, based on won Deals (and hence projects). W read more
Reply Discussion Enterprise
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