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JGray30
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Member since ‎Mar 7, 2023
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Julie Gray

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Solved
JGray30 on October 22, 2025
Link two Deals
When creating a deal for customer A. Create another deal for customer B and link both deals?
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JGray30
Contributor
October 21, 2025
Reply to Track an orignal deal to a new customer
Hi We only use Hubspot for Markting purposes, and not sales. However, after a bit of thought I have created a label "resale" and when a machine ...read more
JGray30
Contributor
October 21, 2025
Reply to Track an orignal deal to a new customer
How do you know a customer of yours sold the machine to someone else? (transfer of ownership (like a car registration when it is sold) How often do...read more
Solved
JGray30 on October 21, 2025
Track an orignal deal to a new customer
Hi I have a machine deal that was sold to Brown & Company for example. That deal is associated to the company and its contact. Brown & Company has subsequently sold that machine to their customer (essentially becoming second hand). read more
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Solved
JGray30 on October 08, 2025
Making a claim against a deal
Hi When we sell a machine we create a deal which is unique by its serial number. You can not have duplicate serial numbers. What I am looking at is to increase engagement. Send a unique voucher from Hubspot with the serial number for the cust read more
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JGray30
Contributor
August 10, 2025
Reply to CRM Vs Service Systems
Please forgive my ignorance, what is a private landing page? Never heard of a portal page either? Sorry
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