I need the association lable because I need it for the other workflow to copy the "customer set up complete date" from the original deal to all the ...Leia mais
Thank you so much! I understand. So I need to suggest my colleagues to start using association lables in order to be able to use that workflow to cop...Leia mais
Oh! That´s true!! I can select to set it as the value in the source deal! That´s great! Thanks! Another question. Actually, I am just trying out ...Leia mais
OK, so you mean, I need to create association between the source deal and the renewal deal? And then create another workflow to copy the property fro...Leia mais
Hi, I hope you're doing well. In our company, when a deal is won, a renewal deal may be created based on the terms of the original deal. The renewal deal's close date is automatically set according to the term of the original deal. I’m look Leia mais
Hi, We are planning to create a monthly newsletter to our investors and board of directors. So every month they see what is going on in our company. However, we don´t want anybody else to send them any emails. For example, other marketing co Leia mais
Hi, I have a question about copying a property from an original deal to its renewal deal. In our company, when a deal is marked as Booked , a renewal deal is automatically created through a workflow. For example, if the original deal is nam Leia mais
If I send an email from HubSpot contact page, I can select "insert", and then choose knowledge base articles or videos. But in the outlook hubspot sales tools add in, there aren´t these options. So is it possible to insert knowledge Leia mais
Hi, I have this situation: there are two group of sales, they sell different prodcuts and their way to work with leads are different. So they need different lead stages. For example, the sales reps group A needs lead stage 1, 2, 3A, 4A 5A; Leia mais