JulianR

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JulianR on July 06, 2023

Creating a workflow to keep products in Deals and Companies in sync

Looking for some advice here. Our staff would like to see what products our customers have bought showing up on the company view. I have created a simple workflow that, on "Deal Won", copies the data from the products field in the Deal and u read more

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JulianR

Participant

June 14, 2023

Reply to HubSpot Sales Extension for Safari

As I don’t have an apple developer license, I can’t sign the extension. This means it only works with Safari in developer mode. Not ideal. I have r...read more

JulianR

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June 12, 2023

Reply to HubSpot Sales Extension for Safari

And just to highlight the stupidity, using Xcode and the information I posted previously, it literally took 30 minutes to convert the Chrome extensio...read more

JulianR

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June 11, 2023

Reply to HubSpot Sales Extension for Safari

As I write this in Jun 2023 we now see Safair market share at over 20%, nearly a quarter of internet traffic. Firefox has now dropped to less th...read more

JulianR

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January 24, 2023

Reply to Default email address for sending from CRM

WOWSERS! If I had known this was missing we may not have signed up for the tool. This is BASIC assumed functionality of any helpdesk. The point is to...read more

JulianR

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January 17, 2023

Reply to New to the Service Onboarding community board? Introduce yourself here ⬇️

Great post! Happy to jump in and participate: To get started, say hello and introduce yourself. Here are some questions you can use for inspiration...read more

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