AudreyM

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solutions
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Audrey Mattoon

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AudreyM

Contributor

July 11, 2024

Reply to Allow Calculated fields to be defaulted to 0, so they don't break dependent calculated fields.

@AndreaMolinaro "is_present" is the incorrect function. If you replace it with "is_known" it should work.

AudreyM

Contributor

March 06, 2024

Reply to How to track future, potential sales

I think the simplest answer might be to use the new "Leads" object. I'm not an expert but here's the knowledgebase article: https://knowledge.hubs...read more

AudreyM

Contributor

December 05, 2023

Reply to Internal Ticketing Service for Staff

You can absolutely do it inside the single Hubspot instance. Set up two pipelines (or more if you have multiple external support pipelines). Keep you...read more

AudreyM

Contributor

August 23, 2023

Reply to Internal Ticketing Service for Staff

If you have Pro licenses - You can update the "Default View" which is shared across all teams if they haven't been assigned a seperate team view, and...read more

AudreyM

Contributor

July 19, 2023

Reply to Recurring Revenue & Renewals

I am piloting this - so take this as a very BETA set of options but here's what I'm doing [Note at present it requires Zapier to get it fully automa...read more

AudreyM

Contributor

February 22, 2023

Reply to Internal Ticketing Service for Staff

This is pretty old, but I came across it while I was setting up the same general use case. The tricks that I found to help make life cleaner and ...read more

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