Jenny26

MLarson-TWG on October 20, 2022

Currently, discount codes only go up to 99%. When a client wants to be invoiced but we still need them to complete the registration process, a 100% discount code is needed. This seems like an easy thing to fix.

Reply Idea Payments

9 upvotes

10 Replies

Jenny26

Top Contributor

March 30, 2023

Yes, please. We offer training events in our speciality. When a client wants to attend, we need that ability to comp their ticket.

Solved

Jenny26 on March 29, 2023

Workflow to Enroll Contact in a Sequence based on Deal Property

Hi everyone, We have a renewal pipeline. Each deal in the pipeline has a date property called "Software Expiration Date." We're considering using a sequence to send "renewal reminder emails." Is it possible to create a workflow that enrolls a d read more

Reply Discussion Deals Enterprise Sequences Workflows

0 upvote

4 Replies

Jenny26

Top Contributor

March 30, 2023

Thank you so much! Great insights here. I hadn't considered a marketing email approach with the association label. Very helpful!

Solved

Jenny26 on March 29, 2023

Workflow to Enroll Contact in a Sequence based on Deal Property

Hi everyone, We have a renewal pipeline. Each deal in the pipeline has a date property called "Software Expiration Date." We're considering using a sequence to send "renewal reminder emails." Is it possible to create a workflow that enrolls a d read more

Reply Discussion Deals Enterprise Sequences Workflows

0 upvote

4 Replies

Jenny26

Top Contributor

March 30, 2023

Thank you so much! Great insights here. I hadn't considered a marketing email approach with the association label. Very helpful!

Solved

Jenny26 on March 29, 2023

Workflow to Enroll Contact in a Sequence based on Deal Property

Hi everyone, We have a renewal pipeline. Each deal in the pipeline has a date property called "Software Expiration Date." We're considering using a sequence to send "renewal reminder emails." Is it possible to create a workflow that enrolls a d read more

Reply Discussion Deals Enterprise Sequences Workflows

0 upvote

4 Replies

Jenny26

Top Contributor

March 30, 2023

Thank you so much! Great insights here. I hadn't considered a marketing email approach with the association label. Very helpful!

Jenny26 on March 29, 2023

Sort Properties on "Create Deal" Form when Using Pipeline Logic

Hi everyone, I really like the ability to create custom "create deal" form based on pipeline logic. When I create the custom deal form for a specific pipeline, HubSpot adds the additional properties for that pipeline to the bottom of the form. read more

Reply Discussion Deals Enterprise

0 upvote

1 Reply

Solved

Jenny26 on March 20, 2023

Workflow to copy Product Line Item value to a Property

Hi everyone, We are just getting started with using the Product Library & Line Items in our deals. My question: Using a workflow, is it possible to copy a line item value to a property? For example, one of the products that we offer as read more

Reply Discussion Enterprise Workflows

0 upvote

2 Replies

Jenny26

Top Contributor

March 21, 2023

@karstenkoehler Amazing! Thank you so much! I'll give it a go.