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SJackson29
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Member since ‎May 3, 2023
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  • Upvotes Given
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  • Upvotes Received
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Sherry Jackson

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SJackson29
Contributor
August 08, 2024
Reply to Trigger Workflow on No Attachment
I've never heard of the File Type Property. Is it just a type that I add to a property that allows them to attach a document to it?
SJackson29
Contributor
August 08, 2024
Reply to Setting up conditional deal approval
I'm looking for something similar where if the deal if over a certain $, I need a General Manager approval. So I want when they try to move it to Cl...read more
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SJackson29 on August 08, 2024
Trigger Workflow on No Attachment
We require our sales reps to attach a PO or Signed Contract document to our deals before they can be marked Closed - Won. I can create a workflow on the deal stage changing but I can't seem to find criteria on their being an attachment or not. read more
Reply Discussion Workflows
1 upvote
3 Replies
SJackson29
Contributor
August 07, 2024
Reply to Add a portal-wide setting to set Sender Job Title in 'Your Information' when creating a quote
HubSpot Team should have the defaults for the Sender Company Name, Sender Address, etc. The Sender Title should come from the Profile and all of the...read more
SJackson29
Contributor
July 25, 2024
Reply to More info required from customers at e-signature
I agree we need a native solution here.
SJackson29
Contributor
December 19, 2023
Reply to multiple currencies in reports and goals
Too bad this is still an issue. It is a big deal for us as well. It seems like it would be a fairly easy fix. Even just have a default currency on...read more
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