Just set up a CS Renewals Pipeline which enrols sales deals based on certain critera. In the CS deals I want to set a new renewal date property which is calculated 365days from the contract start date of the original deal. I can only seem to cop read more

Hi everyone. I am new on workflows and would highly appreciate your help with creating a workflow that will send a task, an internal email or a slack message one month before each renewal deal's close date. Thank you!

Team, what is your suggestion to manage the following case. There is a product that we're collaborating with a customer from its inception to a full scale up and such a project spans over 3-4 years. We start with a feasibility study (makign mere read more

Hi, Case Ex:- I wanted to create a quote with a term value equal to 7 months but billed annually and not monthly. I am unable to create this and receiving an error, as the term should be in multiple billing frequencies. If I choose the bill read more

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more

Hi, Case Ex:- I wanted to create a quote with a term value equal to 7 months but billed annually and not monthly. I am unable to create this and receiving an error, as the term should be in multiple billing frequencies. If I choose the bill read more