Profile

annecaylin
Participant
Member since ‎Apr 23, 2024
Message
  • solutions
    0
  • Replies
    4
  • Upvotes Given
    5
  • Upvotes Received
    3
  • Ideas
    1

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Anne Cox

This user hasn't created a bio yet. Edit your own profile here!

Activity

annecaylin on October 03, 2024
Bulk Updating Line Item Properties?
Hey everyone, This started with a request to build a report that shows closed revenue totals split up by Line Item Asset Type. We quickly realized a lof of our revenue was listed as "no value". So we got all of our Product Asset Types updated in read more
Reply Discussion Professional
1 upvote
3 Replies
annecaylin
Participant
October 03, 2024
Hi Madison, Thanks for your help! I'm running into road block because I'm seeing that the Product & Quote Objects are separated and I'm not s...read more
annecaylin on October 03, 2024
Bulk Updating Line Item Properties?
Hey everyone, This started with a request to build a report that shows closed revenue totals split up by Line Item Asset Type. We quickly realized a lof of our revenue was listed as "no value". So we got all of our Product Asset Types updated in read more
Reply Discussion Professional
1 upvote
3 Replies
annecaylin
Participant
October 03, 2024
Hi Madison, Thanks for your help! I'm running into road block because I'm seeing that the Product & Quote Objects are separated and I'm not s...read more
Mark_T on February 23, 2023
Workflow Trigger On Value Change
So, I'd like to make a suggestion for an improvement to workflows, please. Currently, we have a deal-based workflow that gets triggered if a property has been updated within the last 24 hours. However, when this happens, the workflow only trigge read more
Reply Discussion Workflows
2 upvotes
8 Replies
annecaylin
Participant
September 26, 2024
I'm experiencing the same thing. Any luck?
annecaylin on September 20, 2024
Notifications for Ad Tracking Errors
Is it possible to be notified when an ad receives a contact tracking error in Hubspot? Similar to how Meta sends notifications when an ad is rejected. We're losing potential leads when our ads get flagged with tracking errors and no one realizes un read more
Reply Idea ads
0 upvote
0 Reply
annecaylin on September 18, 2024
Notification for Contact Tracking Errors
Is it possible to be notified when an ad receives a contact tracking error in Hubspot? Similar to how Meta sends notifications when an ad is rejected. We're losing potential leads when our ads get flagged with tracking errors and no one realizes unt read more
Reply Discussion ads Contacts
0 upvote
1 Reply
annecaylin on September 17, 2024
Deal Outcome Reporting From Sequences
Hi all, My team uses sequences for a lot of our automated sales outreach. We've been building custom reports to attribute deal revenue back to these sequences but it's been a fairly manual process. I'm really curious if anyone has experience wit read more
Reply Discussion Enterprise Reports Sequences
0 upvote
3 Replies
annecaylin
Participant
September 17, 2024
Sure! Here is a larger screenshot. I believe the deal rate measurement is what I'm looking for! Are there any videos or examples showcasing that feat...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • 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.