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JSPrenovost
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Member since ‎Apr 17, 2024
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Jean-Sebastien Prenovost

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JSPrenovost on March 20, 2025
Product propeties associated with quotes accessible in workflows
I'm trying to pass the product custom properties related to signed quotes to other records and to create new records using these product properties that are quote specific. use-case #1: Record creation Create ticket with all the product properties read more
Reply Idea Products and Quotes Workflows
0 upvote
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JSPrenovost
Participant
October 11, 2024
Reply to Clone Deal Pipelines
@swissventures , we do delete the pipeline after moving all relevant information in our main pipeline(creating real deals in our pipeline, the rest...read more
JSPrenovost
Participant
October 09, 2024
Reply to Clone Deal Pipelines
@JeannieN Here is a use case for pipeline cloning. We use the pipeline feature to manage events. We create a temporary pipeline prior to events and...read more
JSPrenovost
Participant
July 22, 2024
Reply to csv file import mismatch
100% sure that the companies were created with the import as the record source. I only used 2 columns in the original csv file and mapped them with ...read more
JSPrenovost on July 22, 2024
csv file import mismatch
We recently imported thousands of companies into HS using CSV files. Mapping was done correctly and source files were automatically generated from a tool that scraped LinkedIn. 98% of companies were imported correctly (associating the right domain a read more
Reply Discussion Companies
0 upvote
2 Replies
JSPrenovost on April 29, 2024
Unify the saving feature across all the various sections
SAving your changes is all over the place. Sometimes, it's an orange button on the bottom left side of the screen, sometimes it's a tiny floppy disk on the right side (hello custom views), somethimes a blue button in the module you are making change read more
Reply Idea Account Settings
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