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BLucassen
Participant | Platinum Partner
Participant | Platinum Partner
Member since ‎Nov 23, 2021
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Bodine Lucassen

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BLucassen on April 09, 2024
Associate proposal/quote docs to other objects, besides deals
We created a custom object for our partners. This way we can associate the partner object to all deals that have been referred by that specific partner. From this we can create reports on commission, and see a clear distinction between the deal and read more
Reply Idea Custom Objects Products and Quotes
2 upvotes
2 Replies
BLucassen
Participant | Platinum Partner
March 30, 2023
Reply to Filtering out internal events/meetings
Hi Hubspot, is there already a solution for this besides adding in a new meeting type? I already excluded the email domains, so you would think that ...read more
BLucassen
Participant | Platinum Partner
March 16, 2023
Reply to Create unique short ID for deals
Hi Carsten, I really need to implement the above for a client, and I see many other people are also aiming to find a solution (see this post: ht...read more
BLucassen
Participant | Platinum Partner
March 08, 2023
Reply to Have a sequential deal number created each time a deal is created
Is there already an update about this? Really need to implement this for my client.
BLucassen
Participant | Platinum Partner
February 15, 2023
Reply to Best way to deal with customers adding additional licenses part way through a contract
Hi, is there a place where I can find more information about this? I am also looking for this type of solution.
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