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granthanson
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Member since ‎Apr 12, 2018
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Grant Hanson

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hroberts on April 04, 2019
Configure billing start date for quotes with recurrent Stripe payments
Users are looking for a configurable billing Start Date field to set on Quotes with recurring payments using the Stripe integration.
Reply Idea Products & Quotes
47 upvotes
24 Replies
granthanson
Contributor
October 30, 2020
How is this still not available? https://share.getcloudapp.com/jkuD8lLr With the latest updates to Quotes I figured this was FINALLY done (now ...read more
Solved
granthanson on May 23, 2019
SDR -> AE Handoff Process ?
Looking for some advice with our SDR to AE handoff process. Anyone willing to share their process and how they have it set up in Hubspot? Specific Question: Any way to copy the original contact owner (SDR in our case) on each contact/compan read more
Reply Discussion Deals
1 upvote
14 Replies
granthanson
Contributor
May 23, 2019
@Carly_Farlow @Phil_Vallender So great. I didn't even see that Hubspot added that as a field option. Love it. Thank you Carly and Phil for ...read more
Solved
granthanson on May 23, 2019
SDR -> AE Handoff Process ?
Looking for some advice with our SDR to AE handoff process. Anyone willing to share their process and how they have it set up in Hubspot? Specific Question: Any way to copy the original contact owner (SDR in our case) on each contact/compan read more
Reply Discussion Deals
1 upvote
14 Replies
granthanson
Contributor
May 23, 2019
@Carly_Farlow @Phil_Vallender So great. I didn't even see that Hubspot added that as a field option. Love it. Thank you Carly and Phil for ...read more
Solved
granthanson on May 23, 2019
SDR -> AE Handoff Process ?
Looking for some advice with our SDR to AE handoff process. Anyone willing to share their process and how they have it set up in Hubspot? Specific Question: Any way to copy the original contact owner (SDR in our case) on each contact/compan read more
Reply Discussion Deals
1 upvote
14 Replies
granthanson
Contributor
May 23, 2019
@Carly_Farlow @Phil_Vallender So great. I didn't even see that Hubspot added that as a field option. Love it. Thank you Carly and Phil for ...read more
Solved
HubSpotMaster on January 29, 2019
Workflows - Copy Lead source to all contacts associated with company
I have a Lead Source field entered for 1 contact at a company and would like that lead source to be listed on all contacts from the company. Is there a way to do this with automations? I have made a bunch of copy property workflows from contact read more
Reply Discussion Contacts
1 upvote
2 Replies
granthanson
Contributor
May 18, 2019
trying to figure this out as well. As reps loop other people into deals from the same company (meeting invites, email cc's etc.) Hubspot automaticall...read more
hroberts on April 04, 2019
Configure billing start date for quotes with recurrent Stripe payments
Users are looking for a configurable billing Start Date field to set on Quotes with recurring payments using the Stripe integration.
Reply Idea Products & Quotes
47 upvotes
24 Replies
granthanson
Contributor
October 30, 2020
How is this still not available? https://share.getcloudapp.com/jkuD8lLr With the latest updates to Quotes I figured this was FINALLY done (now ...read more
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