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MReilly9
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Matt Reilly

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davidw803 on January 07, 2022
Deal Filters for Associated Contacts and Companies
When I have a deal that needs a contract, I need to check to see if a Contact and a Company are associated. If not I will throw a warning with the task tool to my sales reps. Is there not a simple "Yes" or "No" Hubspot property that could be used fo read more
Reply Idea Deals Workflows
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MReilly9
Member
January 07, 2022
This is great idea. I wish that I had thought to ask. Hope Hubspot implements it soon.
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