Perfil

CClark3
Membro
Membro desde ‎jan 30, 2024
  • Soluções
    0
  • Respostas
    2
  • Avaliações positivas dadas
    0
  • Avaliações positivas recebidas
    3
  • Ideias
    0

Sobre

Crie seu perfil na Comunidade ou cadastre-se gratuitamente na HubSpot para ver os perfis dos usuários

Amigos

    A lista de amigos está vazia

Cody Clark

Atividade

Solucionado
CClark3 on Maio 23, 2024
Hello, We currently have a workflow where a deal closes it sends an email to our finance team letting them know this deal has been closed. Is it possible to send this to users who are not in Hubspot? Right now all the finance team is in Hubspot as Leia mais
0 avaliações positivas
1 Respostas
CClark3 on Abril 30, 2024
Hello, I'm trying to create a report in Hubspot as we are running a contest for increasing our deal count by 4x what is currently in each pipeline. The deals have to meet certain criteria before it can be qualified for the contest but i would li Leia mais
0 avaliações positivas
1 Respostas
Membro
Abril 30, 2024
For context we are doing this by Account/company so the company number of deals should be increased by 4x between May through June is the contest tim...Leia mais
CClark3 on Abril 30, 2024
Hello, I'm trying to create a report in Hubspot as we are running a contest for increasing our deal count by 4x what is currently in each pipeline. The deals have to meet certain criteria before it can be qualified for the contest but i would li Leia mais
0 avaliações positivas
1 Respostas
Membro
Abril 30, 2024
For context we are doing this by Account/company so the company number of deals should be increased by 4x between May through June is the contest tim...Leia mais
Solucionado
CClark3 on Abril 29, 2024
Hello, I have a question in case anyone possibly knows, How are the deal URLs created? For example: https://app.hubspot.com/contacts/5424656/record/0-3/15865742643, I understand the first set is our Portal ID( 5424656 ) and the last set of number Leia mais
1 avaliações positivas
2 Respostas
CClark3 on Abril 12, 2024
Hello, We have a field were a signed contract needs to be uploaded before a deal can be closed. However we include this field in a workflow that takes users directly to the deal but this field is not in direct view and to avoid people looking fo Leia mais
0 avaliações positivas
1 Respostas
CClark3 on Abril 12, 2024
Hey there, I am looking to create a workflow email whenever we close a deal however, I need a field in the email to show who was the Hubspot user that moved our deal to the closed won stage. Is there a way to have last modified user be a field i Leia mais
0 avaliações positivas
1 Respostas
Membro
Abril 12, 2024
To add more context, I would like to have the user name be populated when this happen, I see we can add by user ID but is it possible to have the use...Leia mais
Marque conteúdo para acesso rápido às suas conversas mais úteis.
Todos têm que começar em algum lugar! Por que não começar sua jornada nos contando um pouco sobre os seus interesses?

Seguindo

Conectar-se com outros membros é uma das melhores maneiras de aproveitar ao máximo a sua experiência. Aqui estão algumas pessoas para começar.
Emblemas da Comunidade

Meus grupos

Encontre o seu pessoal participando de grupos baseados em interesses em comum. Veja alguns dos nossos favoritos do momento e fique à vontade para
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    Public - Community Champions

    A spot for HubSpot enthusiasts to connect and grow. All are welcome to join.