Profile

SamB1
Participant
Member since ‎May 12, 2022
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    16
  • Upvotes Received
    0
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Sam Backhouse

This user hasn't created a bio yet. Edit your own profile here!

Activity

TobiasBojesen on November 23, 2022
Hi Hubspot I would like to be able enroll a deal in a workflow and dublicate the deal AND the line items associated with the original deal. Ideally being able to filter on which line items to copy, but as a start just to copy those line items w read more
Participant
May 18, 2023
Same user case as @TobiasBojesen and @AndyPurple
suziedugger on October 21, 2020
Now that we're able to add custom fields/properties to products there is a need to be able to copy and/or associate that property to other HubSpot objects. For instance, I have color variants for a product but I can't get that to copy or asso read more
216 upvotes
43 Replies
Participant
May 18, 2023
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
Solved
aljones on October 14, 2022
Since last week all of our forms have been defaulted to our first Ticket Pipeline, and we cannot see a way to change the defaul pipeline in the various screens. It just round robins us back in circles and there is no way we can remove the form submi read more
0 upvote
4 Replies
Participant
February 17, 2023
I am also keen to understand how to do this - I need the tickets to go to different pipelines and cannot find the settings
lalexander on November 14, 2018
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
671 upvotes
184 Replies
Participant
November 02, 2022
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
lalexander on November 14, 2018
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
671 upvotes
184 Replies
Participant
November 02, 2022
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
nicolerohrer on May 15, 2020
Some customers have alternative billing situations for their products that do not fit within our current billing frequency options below. It would be nice if they had the option to create other intervals. One customer needs a five year option for ex read more
299 upvotes
151 Replies
Participant
May 30, 2022
We would like the option to hide the billing start date as we do it from contract signed date and not a predetermined date
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.