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TrujayJay
Contributor | Elite Partner
(He/they)
Contributor | Elite Partner
Member since ‎Mar 1, 2018
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  • solutions
    8
  • Replies
    46
  • Upvotes Given
    22
  • Upvotes Received
    85
  • Ideas
    2

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InciteJoe on February 21, 2023
Workflow involving custom object, deals and products
Hello, I have a project that is coming up and I thought it would be best to try and get some advice for a complicated workflow. It will basically involve a custom object which is "Reseller" and they will be reselling the products that wi read more
Reply Discussion Custom Objects Deals Workflows
0 upvote
2 Replies
TrujayJay
Contributor | Elite Partner
February 24, 2023
Hey @InciteJoe ! It sounds like you want to use a workflow to update the line item amount. Is that right? Workflows currently don't have this capab...read more
Solved
BreBush on February 16, 2023
Saleforce as source of truth on Account ownership
My company uses Salesforce as the source of truth for Account ownership. Our intent is to sync Salesforce Account Owner to HubSpot Company Owner, and then flow Company Owner down to Contact Owner (in HubSpot). Problem is: The sync for HubSpot Compan read more
Reply Discussion Enterprise
1 upvote
4 Replies
TrujayJay
Contributor | Elite Partner
February 24, 2023
Hi @BreBush ! I agree with the recommendation not to update the Owner in HubSpot and only allow the sync to update the field. To assist with this,...read more
Brandonbaker on September 17, 2018
Multiple Knowledge Bases
The ability to create more than one Knowledgebase. Similar to having multiple conversation inboxes or ticket pipelines. This allows for knowledgebase segmentation. Could be for Internal Vs External or Client Vs Prospect (Sales Vs Support) read more
Reply Idea Knowledge Base
752 upvotes
212 Replies
TrujayJay
Contributor | Elite Partner
February 14, 2023
Any update on this yet?
Propagam on August 29, 2022
How do you deal with schedule payments?
Hey guys, I'm currently setting up the deals + quotes + invoicing workflow automation for my company. I've come across some issues as I've started doing the setup. Our current setup that we're trying to achieve is with QUICKBOOKS, STRIPE read more
Reply Discussion Payments Professional
0 upvote
9 Replies
TrujayJay
Contributor | Elite Partner
February 14, 2023
Hey Jack! Any word on when payment schedules in Quotes will be able to be used with HS Payments?
JessicaSmith on February 14, 2019
Display Calculated Deal Property in Currency Format
I've created some custom deal properties which are calculations. I'd like the result of these calculations to be displayed in the currency format.
Reply Idea Deals
168 upvotes
50 Replies
TrujayJay
Contributor | Elite Partner
November 22, 2022
This is really needed, please!
ANisch on June 09, 2022
Revenue goal progress should account for and show deal splits allocations
Currently, if two or more users split a deal, the deal owner still gets 100% of the deal allocated towards their revenue goal progress. The other users get no allocations. This makes little sense. If a deal is split between two or more users read more
Reply Idea Dashboards & Reports Sales Reporting
31 upvotes
4 Replies
TrujayJay
Contributor | Elite Partner
November 01, 2022
This is so needed. It's great that deal splits have been added as a feature, but it's useless unless it ties into goal reporting.
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