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JAvitable
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Member since ‎Jan 21, 2023
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Jay Avitable

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JAvitable on December 10, 2024
Changing Company Name/Domain
As part of a corporate name change we are going through, all of our HubSpot users have received new email addresses. One of our steps was changing their HubSpot user IDs to match their new email addresses. We can still send/receive email at our old read more
Reply Idea Deals
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JAvitable
Participant
October 30, 2024
Reply to Usage stats/view history for Reports and Dashboards
Specifically regarding Reports, but it would equally apply to Views... I am a HubSpot admin. Whenever we change somehting about a Property or decide ...read more
Solved
JAvitable on April 29, 2024
Multiple Quotes(?) w/ 1 Deal
We are Pro license holders. We are moving to the use of e-signatures for quotes. Here is our challenge. One of our typical Deals is comprised of the purchase/installation of our software along with 1 year of maintenance. The payment for the maintena read more
Reply Discussion Professional
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JAvitable
Participant
April 19, 2024
Reply to Deal Collaborator - automated synch
Not API, Workflows. We do a LOT of Property updates via Workflow, and would like to do the same with Deal Collaborator.
JAvitable
Participant
April 12, 2024
Reply to Ability to Edit Views as Super Admins
This is needed at my company ASAP. We are constantly refining/improving our processes which means we sometimes add/remove Properties that may be used...read more
JAvitable
Participant
April 12, 2024
Reply to Deal Collaborator - automated synch
Now that "Deal Collaborator" is not that new anymore, has anyone heard any update? We have a strong use case for updating Deal Collaborator via a Wor...read more
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