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JByrne2
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Member since ‎Feb 10, 2022
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  • solutions
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  • Replies
    3
  • Upvotes Given
    15
  • Upvotes Received
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James Byrne

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Activity

NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
451 upvotes
133 Replies
JByrne2
Participant
January 26, 2023
This would be awesome. It is really needed to make processes across multiple departments a lot less manual.
warpandweft on January 29, 2020
Restrict Which Stages Deals Can Be Created In
I have designed our Sales pipeline with a few 'deal stages' to operate in a way that once a sale is closed & deposit was received, they must move the deal to the "Deposit" stage and then the deal will automatically transfer into our Production p read more
Reply Idea Deals
68 upvotes
37 Replies
JByrne2
Participant
November 29, 2022
Upvoting this. It's madness!! You can create a deal in closed won with only the properties required to create the deal.
Solved
JByrne2 on August 22, 2022
Automatically close the conversation when the associated ticket is closed.
Hi, Problem - The associated conversation does not close automatically when the ticket is closed. The solution from HubSpot HERE is quite cumbersome when managing large ticket volumes. I would like the conversation to close when the assocaited read more
Reply Discussion
1 upvote
2 Replies
JByrne2
Participant
August 22, 2022
Thanks Mali, This answers my question. We used solved and closed. This is why I am seeing the conversations still open. Closed for us is 30 days ...read more
Solved
JByrne2 on August 22, 2022
Contacts with multiple associated tickets
Hi, I would like to create a list to identify contacts with multiple associated support tickets. This seems to only be available for multiple associated deals. Any help or advice would be appreciated.
Reply Discussion Lists Tickets
1 upvote
2 Replies
JByrne2
Participant
August 22, 2022
Amazing, this was a lot easier than I thought!!
Solved
JByrne2 on August 22, 2022
Contacts with multiple associated tickets
Hi, I would like to create a list to identify contacts with multiple associated support tickets. This seems to only be available for multiple associated deals. Any help or advice would be appreciated.
Reply Discussion Lists Tickets
1 upvote
2 Replies
JByrne2
Participant
August 22, 2022
Amazing, this was a lot easier than I thought!!
Solved
JByrne2 on August 22, 2022
Automatically close the conversation when the associated ticket is closed.
Hi, Problem - The associated conversation does not close automatically when the ticket is closed. The solution from HubSpot HERE is quite cumbersome when managing large ticket volumes. I would like the conversation to close when the assocaited read more
Reply Discussion
1 upvote
2 Replies
JByrne2
Participant
August 22, 2022
Thanks Mali, This answers my question. We used solved and closed. This is why I am seeing the conversations still open. Closed for us is 30 days ...read more
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