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Vai_Vi
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コミュニティー参加日： ‎6 6, 2022
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Vai_Vi 3月 26日, 2023
Is there a way to limit deal to be mandatorily created in specific stages
Hello! Is there a way we can restrict Deal Stage to a specific stage at the time of Deal Creation. Is there also a way to restrict Deal movementin the pipeline to move linearly, i.e. they can't skip a specific stage? Appreciate support f 続きを読む
返信 ディスカッション CRM Deals Sales
0 いいね！
1 コメント
解決済み
Vai_Vi 3月 25日, 2023
Associating a company (from dropdown list) when a new deal gets created
Hi, There's a problem we have been trying to figure out how to solve, which is with the dropdown list of options provided when you try to associate a deal with a company (from create deal form). The issue is that this list has a lot of old o 続きを読む
返信 ディスカッション Deals Lists Sales
0 いいね！
3 コメント
Vai_Vi
参加者
3月 26日, 2023
Thanks Karsten for your answer. That's going to be difficult as there'd be a lot of deals associated with those old companies that we may want keep i...続きを読む
解決済み
Vai_Vi 3月 25日, 2023
Associating a company (from dropdown list) when a new deal gets created
Hi, There's a problem we have been trying to figure out how to solve, which is with the dropdown list of options provided when you try to associate a deal with a company (from create deal form). The issue is that this list has a lot of old o 続きを読む
返信 ディスカッション Deals Lists Sales
0 いいね！
3 コメント
Vai_Vi
参加者
3月 26日, 2023
Thanks Karsten for your answer. That's going to be difficult as there'd be a lot of deals associated with those old companies that we may want keep i...続きを読む
zakflix 3月 09日, 2021
Make Custom Objects Accessible in Zapier Integration
Currently in the Hubspot's Zapier Integration, custom objects are not accessible as triggers or actions. We would like to be able to run formulas for dates and all sorts of other actions that are beyond the capabilities of Hubspot's workflow automat 続きを読む
返信 アイデア Custom Objects Integrations
45 いいね！
24 コメント
Vai_Vi
参加者
2月 13日, 2023
This is a serious gap in hubspot's experience. Custom Objects are as important for clients which requires them to make use of functionalities availab...続きを読む
GLR 12月 13日, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati 続きを読む
返信 アイデア Contacts & Companies Deals
554 いいね！
229 コメント
Vai_Vi
参加者
11月 12日, 2022
Please expedite this if possible and share the tentative roll out time from now (for Beta)!
GLR 12月 13日, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati 続きを読む
返信 アイデア Contacts & Companies Deals
554 いいね！
229 コメント
Vai_Vi
参加者
11月 12日, 2022
Please expedite this if possible and share the tentative roll out time from now (for Beta)!
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