Contributor | Elite Partner
Member since ‎Mar 1, 2018
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Jay Hendricks

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InciteJoe on February 21, 2023
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
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 more
BreBush on February 16, 2023
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
1 upvote
4 Replies
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, more
Brandonbaker on September 17, 2018
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
212 Replies
Contributor | Elite Partner
February 14, 2023
Any update on this yet?
Propagam on August 29, 2022
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
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
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.
50 Replies
Contributor | Elite Partner
November 22, 2022
This is really needed, please!
ANisch on June 09, 2022
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
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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