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JPickham
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Member since ‎Feb 8, 2023
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Josh Pickham

Hi, I have joined the Hubspot Community as I am looking to upskill and increase my knowledge on the platform.

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JPickham
Member
February 21, 2024
Reply to Deal Automation - Stopping Closed Deals from Moving
Thanks so much for your help Karsten. I have loaded and begun testing. All looks like it is working.
JPickham
Member
February 20, 2024
Reply to Deal Automation - Stopping Closed Deals from Moving
JPickham
Member
February 16, 2024
Reply to Deal Automation - Stopping Closed Deals from Moving
Thanks Karsten. I have begun to set up. I did want to check, for the trigger, should it be 'Deal Stage is known' or should I set this up in a differe...read more
JPickham
Member
February 15, 2024
Reply to Deal Automation - Stopping Closed Deals from Moving
Thanks Karsten. Noting I will set up a completely different workflow for the deals. I am keen set up a workflow to update lead and lifecycle...read more
JPickham
Member
February 09, 2024
Reply to Deal Automation - Stopping Closed Deals from Moving
Thanks Karsten. If I were to go and create with the lifecycle status, that would be a contact workflow but based on the deal status?
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JPickham on February 09, 2024
Deal Automation - Stopping Closed Deals from Moving
Hi, I am keen to get some input on some automations we are trying to get up for our deal pipeline as well as deal stage being used to update lead and lifecycle status. We recently set up some deal automations but seem to have some issues with deal read more
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