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PAtlan
(He/him)
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Member since ‎Jan 19, 2022
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Paul Atlan

After working as an automobile engineer, a business consultant, a maths teacher, a stay at home dad, I'm in charge of transforming our small organization into a digital powerhouse.

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PAtlan on March 14, 2024
Hi all, As explained in this article: https://knowledge.hubspot.com/records/associate-activities-with-records , Hubspot automatically associates e-mails logged in to a company with the five last open deals in the company. In my case, this r read more
Solved
PAtlan on February 12, 2024
Hi, In my contact onboarding process, i want to notify users that they have been attributed a new contact. I can't use the generic notification mechanism because this only concerns a subset of my contacts (i.e. they have a property called "conta read more
Contributor
February 14, 2024
Hmm, this seems interesting, but I need to delve more into the reporting side of things. I'll look into it!
Solved
PAtlan on February 12, 2024
Hi, In my contact onboarding process, i want to notify users that they have been attributed a new contact. I can't use the generic notification mechanism because this only concerns a subset of my contacts (i.e. they have a property called "conta read more
Contributor
February 14, 2024
Hmm, this seems interesting, but I need to delve more into the reporting side of things. I'll look into it!
Solved
PAtlan on February 12, 2024
Hi, In my contact onboarding process, i want to notify users that they have been attributed a new contact. I can't use the generic notification mechanism because this only concerns a subset of my contacts (i.e. they have a property called "conta read more
Contributor
February 14, 2024
Hmm, this seems interesting, but I need to delve more into the reporting side of things. I'll look into it!
Solved
PAtlan on December 20, 2023
I have a "Segment" drop down list for my contacts. A contact can be in multiple segments. I have lists that filter these segments based on multiple criteria (job description, deal association labels, etc...) I have workflows that set a "Segment" read more
Solved
PAtlan on November 30, 2023
I have two main types of contacts: one are "normal" clients, and the other are freelancers we work with. They are differentiated using a custom property with two values. ("Type Contact" can be "Expert" or "Client") I'm starting to introduce the new read more
0 upvote
6 Replies
Contributor
November 30, 2023
AH! yes - I'm starting to understand that a Lead is a new type of record, not just a "status" for a Contact. So yes, your way of looking at it make...read more
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