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kmilnes
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Member since ‎Jan 5, 2022
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Kelly Milnes

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kmilnes on January 21, 2022
Workaround to clearing Entered Stage and "Entered Stage Date?
Based on other posts, it seems that the Entered Stage and Entered Stage Date properties are not editable. I'm wondering if anyone has found a clever way around that. I have a few deals that were erroneously moved down funnel, which has thrown o read more
Reply Discussion CRM Deals Workaround
1 upvote
4 Replies
kmilnes
Participant
January 24, 2022
Hi Dan, thanks for the reply - c an you elaborate a bit? I think I've done half of your suggestion. I have custom datestamp properties that cor...read more
kmilnes on January 21, 2022
Workaround to clearing Entered Stage and "Entered Stage Date?
Based on other posts, it seems that the Entered Stage and Entered Stage Date properties are not editable. I'm wondering if anyone has found a clever way around that. I have a few deals that were erroneously moved down funnel, which has thrown o read more
Reply Discussion CRM Deals Workaround
1 upvote
4 Replies
kmilnes
Participant
January 24, 2022
Hi Dan, thanks for the reply - c an you elaborate a bit? I think I've done half of your suggestion. I have custom datestamp properties that cor...read more
kmilnes on January 07, 2022
Tracking Supplemental Documents Metadata
I work in higher education and have a scenario where we are tracking applications as deals. We need to also track the supplemental documents associated with each application: document type, received date, [a couple other properties]. There are multi read more
Reply Discussion Custom Objects Deals Enterprise
0 upvote
3 Replies
kmilnes
Participant
January 12, 2022
Hi Mia, I ended up creating a custom object, which seems to be working well enough. We'll see what happens as time goes on!
kmilnes on January 07, 2022
Tracking Supplemental Documents Metadata
I work in higher education and have a scenario where we are tracking applications as deals. We need to also track the supplemental documents associated with each application: document type, received date, [a couple other properties]. There are multi read more
Reply Discussion Custom Objects Deals Enterprise
0 upvote
3 Replies
kmilnes
Participant
January 12, 2022
Hi Mia, I ended up creating a custom object, which seems to be working well enough. We'll see what happens as time goes on!
cadyrsmith on August 16, 2021
Marketing Events Beta: Needed Features
We've been waiting for Marketing Events as custom objects in HubSpot for a while! However they still aren't particularly useful and I was encouraged by support to post my feedback here on some much needed feaures. We host hundreds of events a year a read more
Reply Idea Custom Objects
48 upvotes
15 Replies
kmilnes
Participant
January 05, 2022
Agree with all of these ideas. I'd also love not to have to integrate with Zoom, Eventbrite, et. al. but rather manage all of my Marketing Event deta...read more
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