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JRyan-Leela
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Member since ‎Jun 8, 2023
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DZgliński on March 22, 2022
Merge certain deals automatically?
Hi everyone, I’m trying to merge certain deals automatically. Through regular workflows this is not possible but maybe through the custom code module that the operations hub offers. Maybe some more context: For easier tracking, I’m creating a read more
Reply Discussion CRM Deals How-To Sales Workflows
0 upvote
3 Replies
JRyan-Leela
Participant
September 01, 2023
I'm having the same problem. Lemlist through its native connection to HubSpot is creating duplicate deals every time a contact clicks on a link. Can...read more
JIrwin33 on September 15, 2022
Ability to Clone Tasks
Ability to clone a task and just change one detail to save for another date. I've created a task and associated it with serveral contacts and companies, I want to clone this task and change the title to remind me of a seperate follow up I need read more
Reply Idea Tasks
11 upvotes
6 Replies
JRyan-Leela
Participant
June 08, 2023
Typical HubSpot terrible design and execution that wastes customer time. The user interface is so inefficient, constantly having to click into and ou...read more
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