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Mahesh_Wagh
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Member since ‎Dec 30, 2022
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Mahesh_Wagh on April 06, 2023
How do I exclude few lists from all sequences?
Hi Guys, I am trying to exclude our customer list from all the Hubspot sequences which is being used by our sales team. Please let me know. Can I create a certain workflow or setting do let me know
Reply Discussion Sequences Workflows
0 upvote
1 Reply
Mahesh_Wagh on January 03, 2023
Create a dependency
Hi, I wanted to create a dependency between Close data and Quarter property. So when we change close data, the quarter value should change automatically. How should I do it?
Reply Discussion CRM
0 upvote
7 Replies
Mahesh_Wagh
Member
January 04, 2023
Yes. Re-enrollment is on. No error in the action log. I gues its not counting any changes made in deals after creation
Mahesh_Wagh on January 03, 2023
Create a dependency
Hi, I wanted to create a dependency between Close data and Quarter property. So when we change close data, the quarter value should change automatically. How should I do it?
Reply Discussion CRM
0 upvote
7 Replies
Mahesh_Wagh
Member
January 04, 2023
Yes. Re-enrollment is on. No error in the action log. I gues its not counting any changes made in deals after creation
Mahesh_Wagh on January 03, 2023
Create a dependency
Hi, I wanted to create a dependency between Close data and Quarter property. So when we change close data, the quarter value should change automatically. How should I do it?
Reply Discussion CRM
0 upvote
7 Replies
Mahesh_Wagh
Member
January 04, 2023
Yes. Re-enrollment is on. No error in the action log. I gues its not counting any changes made in deals after creation
Mahesh_Wagh on January 03, 2023
Create a dependency
Hi, I wanted to create a dependency between Close data and Quarter property. So when we change close data, the quarter value should change automatically. How should I do it?
Reply Discussion CRM
0 upvote
7 Replies
Mahesh_Wagh
Member
January 04, 2023
Yes. Re-enrollment is on. No error in the action log. I gues its not counting any changes made in deals after creation
Mahesh_Wagh on December 30, 2022
Deals workflow
Hi All, I have created a workflow in Deals for proper close dates in deals a proper Qauter will be assigned. It's working when I create the deal. But when I update the close date of old deals, the quarter field is not updating. Hel read more
Reply Idea Account Settings
0 upvote
0 Reply
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