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jameswindrow
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Member since ‎Feb 2, 2017
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jameswindrow on June 12, 2017
Weekend only Workflow - Assign Leads to a Different Team
Currently I use a Workflow to round-robin all leads to my sales team. We have a substantial number of leads generated on the weekend and would like to create a workflow to have those leads assigned round-robin to another team. For example. Mon-F read more
Reply Discussion Workflows
7 upvotes
1 Reply
jameswindrow on February 02, 2017
Copy contact properties to Deal?
I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact read more
Reply Idea Contacts Reporting Workflows
237 upvotes
77 Replies
jameswindrow
Participant
February 02, 2017
Reply to Allow Workflows to specify deal properties
I strongly support this. Its so important.
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