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Evans4316
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Member since ‎Mar 15, 2018
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Activity

cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
Reply Idea Deals
1586 upvotes
488 Replies
Evans4316
Contributor
August 22, 2022
I agree! They need someone who understands the nuts and bolts of processing sales, managing deals, etc. I know this is a little off-topic...for examp...read more
Solved
KateH on July 01, 2019
Contacts with the same IP address are being over-written
I have noticed on a number of occassions now that if someone fills in a form from an existing IP address that it overwrites the contact record. I have records where all the communication is mixed up between two different people and they are put int read more
Reply Discussion Contacts
1 upvote
7 Replies
Evans4316
Contributor
August 15, 2022
Turning off cookies is not an option for us. Not having a way of knowing when 2 customers are using the same computer and stepping on a HBS record is...read more
cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
Reply Idea Deals
1586 upvotes
488 Replies
Evans4316
Contributor
August 22, 2022
I agree! They need someone who understands the nuts and bolts of processing sales, managing deals, etc. I know this is a little off-topic...for examp...read more
Evans4316 on May 10, 2022
Sequences - Templates: Deal properties
Right now if I create a template that references a Deal Property, the Template / Sequence pulls the data from the most recent Deal on the HBS Contact. This provides very little control over which deal HBS decides to pull data from and makes it d read more
Reply Idea Deals Sequences Snippets & Templates
0 upvote
0 Reply
Solved
joneskristie on August 06, 2021
Connecting sequences
Hi- I'm trying to connect 2 sequences. ie - When the first sequence ends, I want to wait X number of days and then enroll those contacts in 2nd related sequence. How do I do that? Thanks! Kristie
Reply Discussion Professional
0 upvote
4 Replies
Evans4316
Contributor
May 10, 2022
I have a task called 'Phase 2' that starts the next Sequence emails.
cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
Reply Idea Deals
1586 upvotes
488 Replies
Evans4316
Contributor
August 22, 2022
I agree! They need someone who understands the nuts and bolts of processing sales, managing deals, etc. I know this is a little off-topic...for examp...read more
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