Going to try this to see what the user experience is like. I think it may be hard for our users to remember to do this step but let's give it a try! ...read more
Thank you Maria! So operations hub gives you the ability to use the deal ID in workflows? Or what functionality does it open that would solve for thi...read more
We are trying to automate the movement between our deal stages. We sell through brokers (middle men) to their customers. Because of this, one broker could be associated with multiple deals in the system. As an example, John Smith is a bro read more
@jbogaert Is there functionality to merge two leads? I know that there can be multiple leads on each contact record, but somehow we have two leads ...read more
@jbogaert would you mind explaining the difference between lead status and the new lead stage fields? I'm new to Hubspot; what was some of the feed...read more
We are trying to automate the movement between our deal stages. We sell through brokers (middle men) to their customers. Because of this, one broker could be associated with multiple deals in the system. As an example, John Smith is a bro read more