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JWMH
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Member since ‎Mar 21, 2024
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JWMH
Participant
November 05, 2024
Reply to Delete Meetings without an associated contact or deal?
@karstenkoehler Thank you for clarifying. We do not currently have an API set up so we will just have to live with this for now I guess. There are ...read more
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JWMH on November 04, 2024
Delete Meetings without an associated contact or deal?
We set up our Hubspot in February and we had various test accounts and test deals to test various functionality. At some point, someone on our team deleted some contacts/deals but they didn't delete meetings before deleting the associated contact/de read more
Reply Discussion CRM Meetings
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2 Replies
JWMH
Participant
April 24, 2024
Reply to Identify deals that have had a meeting occur.
Himanshu, Thank you for the reply. I am wanting this to be automated so that we are not missing the any of the deals that a designated to have th...read more
JWMH
Participant
March 29, 2024
Reply to Identify deals that have had a meeting occur.
@BérangèreL @LouiseHare , @Jonno_Price @himanshurauthan is there anyone that you know of that I can reach out to for some assist...read more
JWMH
Participant
March 22, 2024
Reply to Identify deals that have had a meeting occur.
@Jonno_Price @BérangèreL Thank you so much for responding. The issue that I am seeing is, if there is more than 1 deal open at a time or if a pot...read more
Solved
JWMH on March 21, 2024
Identify deals that have had a meeting occur.
Hello, I am looking for the right combination of filters/custom fields/workflows etc to identify/flag/notate the deals that are created that have also had a meeting occur. I am trying to use the deal create date as the starting point and then if read more
Reply Discussion Deals
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