emelie

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Emelie Svedberg

HubSpot consultant in Sweden

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Paul320 on Outubro 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 Leia mais

Responder Idéia Deals Workflows

62 avaliações positivas

12 Respostas

emelie

Colaborador(a) | Parceiro Platinum

Março 12, 2024

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

Solucionado

MichaelC on Maio 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 Leia mais

Responder Discussão Contacts

3 avaliações positivas

8 Respostas

emelie

Colaborador(a) | Parceiro Platinum

Março 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...Leia mais

Solucionado

MichaelC on Maio 26, 2021

Auto increasing a number property

Responder Discussão Contacts

3 avaliações positivas

8 Respostas

emelie

Colaborador(a) | Parceiro Platinum

Março 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...Leia mais

jfalk415 on Dezembro 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 Leia mais

Responder Idéia Deals

255 avaliações positivas

98 Respostas

emelie

Colaborador(a) | Parceiro Platinum

Fevereiro 21, 2024

This is a must have!

emelie on Fevereiro 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 Leia mais

Responder Idéia Forms Lists

0 avaliações positivas

0 Respostas

Solucionado

mayalaraineri on Março 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 Leia mais

Responder Discussão Enterprise

2 avaliações positivas

2 Respostas

emelie

Colaborador(a) | Parceiro Platinum

Fevereiro 19, 2024

I will also be able to report on this!

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