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JamesWa
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Mitglied seit ‎Sep 24, 2018
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cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of Beitrag ansehen
Antworten Idee Deals
1823 Likes
559 Antworten
JamesWa
Mitwirkender/Mitwirkende
September 13, 2019
Has anyone tried the Revlabs solution? It sounds great but hard to tell anything about the company based on their website. Would be great to have som...Beitrag ansehen
SteveJenns on März 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth Beitrag ansehen
Antworten Idee Contacts & Companies
1041 Likes
312 Antworten
JamesWa
Mitwirkender/Mitwirkende
Juli 15, 2019
Where are we with field dependencies? Such a fundamental piece of data management. Need it!
MdeRada on Oktober 08, 2018
Associate tickets to several companies
Hi all, We are using Service Hub to manage tickets and quite often one ticket is applicable to several companies. Would it be possible to associate the ticket to more than one company to avoid having to create the ticket again? Thank you! Beitrag ansehen
Antworten Idee Tickets
47 Likes
18 Antworten
JamesWa
Mitwirkender/Mitwirkende
Februar 28, 2019
We need cloning at the least!
cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of Beitrag ansehen
Antworten Idee Deals
1823 Likes
559 Antworten
JamesWa
Mitwirkender/Mitwirkende
September 13, 2019
Has anyone tried the Revlabs solution? It sounds great but hard to tell anything about the company based on their website. Would be great to have som...Beitrag ansehen
Gelöst
kellen on Mai 07, 2018
Creating Child or Sub Companies
My company would like to be better able to manage our client network, and as such, we'd like to be able to create many different child companies for any given parent company. However, I noticed that Hubspot does not appear to allow you to create and Beitrag ansehen
Antworten Diskussion
1 Likes
3 Antworten
JamesWa
Mitwirkender/Mitwirkende
Januar 31, 2019
We need this expanded to be able to have multiple child and even parent relationships. A parent of a company should also be able to be a child of ano...Beitrag ansehen
Gelöst
Wordna on September 20, 2017
Logging Calls Initiated in Mobile App
This article makes it sound like calls should automatically be logged if initiated from within the mobile app ( https://knowledge.hubspot.com/calling-user-guide/how-to-make-a-call ), but that doesn't seem to be happening. Can someone please help?
Antworten Diskussion
0 Likes
30 Antworten
JamesWa
Mitwirkender/Mitwirkende
Januar 23, 2019
If you receive a call on your mobile and want to log under the contact in the app, you don't get the option to choose outcome as you do if you initia...Beitrag ansehen
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