emelie

Pour pouvoir utiliser ces forums, JavaScript doit être installé et activé. JavaScript semble être désactivé ou non pris en charge par votre navigateur. Veuillez consulter les fichiers d'aide de votre navigateur pour savoir comment activer JavaScript.

(She/her)

Contributeur | Partenaire solutions Platinum

Membre depuis

Envoyer un message

Solutions
0
Réponses
6
Mentions J'aime ajoutées
20
Mentions J'aime obtenues
10
Idées
4

À propos

Veuillez vous connecter ou créer un compte gratuit pour consulter les profils des utilisateurs.

Amis

Franci

Emelie Svedberg

HubSpot consultant in Sweden

Activité

Paul320 le Octobre 23, 2020

Copy/move attachments from the Contact record to the Deal record

Problem : We have customers who submit forms documenting the problem they want us to solve. The form allows them to attach image files. After the form is submitted, a workflow creates a Deal. The sales team would like the image files to be availa Lire la suite

Répondre Idée Deals Workflows

62 Mentions J'aime

12 Réponses

emelie

Contributeur | Partenaire solutions Platinum

Mars 12, 2024

Yes! I would like to copy attachments from deal record to ticket record!

Résolues

MichaelC le Mai 26, 2021

Auto increasing a number property

Hello CRM Community 👋 My goal is to create a custom number property that auto increases for each new created record. Lets say we want to generate a list of customer numbers starting with 100. Lets make this simple and say that each ne Lire la suite

Répondre Discussion Contacts

3 Mentions J'aime

8 Réponses

emelie

Contributeur | Partenaire solutions Platinum

Mars 07, 2024

Hi! Thanks for your feedback! I tried this but it don't set a unique numbers, it only add "1" in every new deal I create for example. I would like it...Lire la suite

Résolues

MichaelC le Mai 26, 2021

Auto increasing a number property

Répondre Discussion Contacts

3 Mentions J'aime

8 Réponses

emelie

Contributeur | Partenaire solutions Platinum

Mars 07, 2024

Hi! Thanks for your feedback! I tried this but it don't set a unique numbers, it only add "1" in every new deal I create for example. I would like it...Lire la suite

jfalk415 le Décembre 15, 2021

Custom 'Create Deal' form for different pipelines

Hubspot allows for the creation of multiple pipelines, but apparently doesn't allow for the creation of custom Create Deal form per pipeline. We would greatly benefit from being able to have each pipeline have a unique Create Deal form with a unique Lire la suite

Répondre Idée Deals

255 Mentions J'aime

98 Réponses

emelie

Contributeur | Partenaire solutions Platinum

Février 21, 2024

This is a must have!

emelie le Février 21, 2024

Be able to add "Forms containg XX" should get X points in lead scoring

I think it's a annoying limit when setting up lead score. When it comes to form submissions I can only ad "Any Form" or a specific form to set points on. If I have named my form with the name "Webinar" or "Report" on a specific kind of content I wou Lire la suite

Répondre Idée Forms Lists

0 Mention J'aime

0 Réponse

Résolues

mayalaraineri le Mars 16, 2023

Track MQLs and SQLs per SDR

Hello! I would like to get some insights whether its possible to track how many MQLs and SQLs the SDRs in our company have. Tricky part here, is that our SDRs work the MQLs until they become SQLs, then the AE takes over the SQLs. With that in Lire la suite

Répondre Discussion Enterprise

2 Mentions J'aime

2 Réponses

emelie

Contributeur | Partenaire solutions Platinum

Février 19, 2024

I will also be able to report on this!

Voir les derniers posts