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SamB1
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Member since ‎May 12, 2022
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Activity

SamB1
Participant
May 18, 2023
Reply to ability to copy (custom) line items to a new deal in a workflow
Same user case as @TobiasBojesen and @AndyPurple
SamB1
Participant
May 18, 2023
Reply to Copy Product Information
We use workflows to copy a sales deal into an onboarding deal pipeline, currently we have to manually add the line items, we need to be able to copy ...read more
SamB1
Participant
February 17, 2023
Reply to Can no longer change the Ticket Pipeline at form entry
I am also keen to understand how to do this - I need the tickets to go to different pipelines and cannot find the settings
SamB1
Participant
November 02, 2022
Reply to Option to automatically add a product to a deal with workflows
Hi All Thanks for your suggestions. We really need it within Hubspot for now we have found a workaround that requires fewer steps however the ab...read more
SamB1
Participant
October 21, 2022
Reply to Option to automatically add a product to a deal with workflows
@EGolborne I appreciate the Beta and it is a step forward - what we would love to be able to do is duplicate the line items attached to one deal to...read more
SamB1
Participant
May 30, 2022
Reply to Customize the Billing Frequency options when creating a new product
We would like the option to hide the billing start date as we do it from contract signed date and not a predetermined date
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