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chris_p_lukes
投稿者 | Elite Partner
投稿者 | Elite Partner
コミュニティー参加日： ‎2 15, 2018
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  • ベストアンサー数
    0
  • 件の返信
    6
  • いいね！した数
    38
  • いいね！獲得数
    27
  • ご意見・ご提案
    1

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Chris Lukes

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解決済み
MattDavirro 7月 28日, 2021
Identifying Deals where "Property A" is greater than "Property B" ?
Hi there. I'm wondering if there is away to filter (or trigger a workflow) based on a comparison of two properties? ex. I want to report on all Deals where "Property A" is greater than "Property B" Is there a way I can do this? 続きを読む
返信 ディスカッション Deals Enterprise Reports Workflows
3 いいね！
3 コメント
chris_p_lukes
投稿者 | Elite Partner
12月 30日, 2021
I've used this calculated property workaround before, and it's a good workaround. That said, for some applications it can be a bit clunky to have to...続きを読む
Oscar_bernal 10月 06日, 2020
Secondary HS Team property
In our company we are currently selling more than one product at the same time in paralel to a given contact, so the possibility of having a secondary owner property is very useful for us. But when it comes to reporting, we face this problem: the "H 続きを読む
返信 アイデア Contacts & Companies
5 いいね！
2 コメント
chris_p_lukes
投稿者 | Elite Partner
11月 16日, 2021
I agree this would be very helpful, and I posted a similar request on this Ideas post (which was more about accessing additional user propertie...続きを読む
austinpostler 7月 03日, 2019
Archive Users (Former Team Members)
When a Team Member leaves our company, we do not delete their Hubspot User account. We like to keep these open for reporting and analytics purposes. Currenlty, we do not have a good way to label these Users that are no longer with the company. Th 続きを読む
返信 アイデア Account Settings
10 いいね！
5 コメント
chris_p_lukes
投稿者 | Elite Partner
11月 16日, 2021
I recently saw the option to "Deactivate" a user (opposed to "Remove from Account") start to show up in the Actions menu of User & Teams setting...続きを読む
_Kevin 4月 07日, 2017
Make "Salesforce owner phone number" a personalization token
"Make ""Salesforce Owner Phone Number"" a default personalization token just like ""Owner Name"" and ""Owner Email"". Currently the Salesforce properties for Lead Owner Name and Lead Owner Email are automatically pulled into HubSpot properties for 続きを読む
返信 アイデア Integrations
28 いいね！
10 コメント
chris_p_lukes
投稿者 | Elite Partner
11月 16日, 2021
It would also be very useful to be able to access the "HubSpot Team" associated with any owner/"HubSpot User" property , whether this is as a person...続きを読む
KSM 2月 20日, 2020
I'm attempting to build a Chrome plugin to set initial "default" property values for Contact records
Goal - I want to make my salesmen more efficient by initializing specific property values to common "default" values somy salesmen do not have to enter them manually. Scenario - Salesman gets a phone call from a brand new prospect & manually br 続きを読む
返信 ディスカッション Developer tools
1 いいね！
17 コメント
chris_p_lukes
投稿者 | Elite Partner
6月 10日, 2021
Having created similar workflows to "populate defaults in place of blanks" post-creation, I think another enhancement (that might be simpler to imple...続きを読む
解決済み
JeffBantz 11月 02日, 2020
Change Custom Object Association Cardinality
I have just begun playing around with Custom Objects so any assistance would be appreciated. I would like to set some of the associations to be ONE_TO_ONE rather than ONE_TO_MANY. I've dug through the documentation and don't see the means to update 続きを読む
返信 ディスカッション Timeline and Extensions APIs
13 いいね！
23 コメント
chris_p_lukes
投稿者 | Elite Partner
5月 14日, 2021
@dennisedson I've been starting to implement some custom objects with cardinality, mostly with ONE_TO_MANY in one direction, but ONE_TO_ONE in the ...続きを読む
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