courtney_hickey

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solutions
1
Replies
19
Upvotes Given
47
Upvotes Received
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Courtney Hickey

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Solved

MerryxMM7 on July 07, 2022

Transfering contacts from one company to another

Is there a way of transferring contacts in bulk from one company to another?

Reply Discussion How-To

1 upvote

9 Replies

courtney_hickey

Contributor

May 01, 2024

Is there still not a way to easily bulk remove contact associations to companies? If I have 300+ contacts that got associated because HubSpot incorre...read more

CQian on August 18, 2023

Ability to Edit 'Create a line item' form

In the deal section, we are able to create line items associated with deals, however, it doesn't seem like we can customize the form at the moment. Why this is needed: (1) there are fields that are not relevant to our use case, I'd like to dro read more

Reply Idea Deals

50 upvotes

25 Replies

courtney_hickey

Contributor

March 28, 2024

My date properties for start & end are in the wrong order. Causing a lot of problems for us!

BramvdBemt on December 15, 2023

Make link on association card clickable

When you create a property that includes a link. For example company website. It is not clickable when you add it to an association card. For example company domain is clickable but unfortunately no other links are clickable.

Reply Idea Account Settings

4 upvotes

1 Reply

courtney_hickey

Contributor

March 26, 2024

This is so needed! In K12 email domains are rarely ever consistent with the school or district website, so we need our HubSpot users to be able to cl...read more

sharonlicari on March 14, 2024

Meet the Champion of the month: March 2024

Hello Community! I am thrilled to announce our Champion of the Month for March 2024 is: Dan Currin 🎉 @Dan1 Let's give Dan a big round of applause for his incredible contributions as read more

Reply Blog

6 upvotes

7 Replies

courtney_hickey

Contributor

March 18, 2024

Congratulations @Dan1 ! 🎉 And thanks for all of your help with GeoMapper this month, our Sales team is going to love it!

Solved

courtney_hickey on January 02, 2024

Deal Triggers Another Deal via Workflow - Add Original Deal ID to Automated Deal

Is there a way to link deals (or objects in general) back to the object(s) of origin that created them via workflow? (that is not manual association, and if at all possible useful for past deals)

Reply Discussion RevOps

0 upvote

4 Replies

courtney_hickey

Contributor

January 05, 2024

My use case is that I have a sales deal that closes and triggers the creation of an onboarding deal. However, I may want to access information from t...read more

Solved

courtney_hickey on January 02, 2024

Deal Triggers Another Deal via Workflow - Add Original Deal ID to Automated Deal

Is there a way to link deals (or objects in general) back to the object(s) of origin that created them via workflow? (that is not manual association, and if at all possible useful for past deals)

Reply Discussion RevOps

0 upvote

4 Replies

courtney_hickey

Contributor

January 05, 2024

My use case is that I have a sales deal that closes and triggers the creation of an onboarding deal. However, I may want to access information from t...read more

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