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HVirciglio
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Member since ‎Sep 25, 2023
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HVirciglio
Member
February 19, 2024
Reply to Ability to control meeting outcomes via workflow
Following this thread - I am fed up of going into the meetings and setting them to scheduled for 'future' meetings!
HVirciglio
Member
February 16, 2024
Reply to How to create date stamp when deal moves along pipeline
Hi Karsten, I need some help please, a few questions if I may. I am trying to capture the date whereby the deal entered the particular stage and am...read more
HVirciglio on December 04, 2023
Double Counting Meetings??
Using the sales analytics section of HubSpot I am reporting on one of our sales agents mettings. We have the Call & Meeting Types set up. I have the Meeting Types as 'Client Meeting' or 'Partner Meeting' I am producing a report which sh read more
Reply Discussion Meetings
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HVirciglio
Member
October 03, 2023
Reply to Deal Property - Alert for a change only
Hi @TomM2 So I've played with the event trigger, and its doing the same thing, in either trigger scenario I receive a notification to let me know...read more
HVirciglio
Member
October 02, 2023
Reply to Deal Property - Alert for a change only
Hi Tom - you are a star, thanks for jumping on my post. I am in fear of looking incredibly stupid on a message board but here goes - I have read a l...read more
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HVirciglio on September 29, 2023
Deal Property - Alert for a change only
I am stuck - can anyone assist? I would like to create an alert to email my colleague only when the value of an existing deal changes. I have tried a few variations to the criteria in the workflow but Hubspot is sending an alert when a new deal read more
Reply Discussion Professional
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