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WClayton
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Member since ‎Jun 3, 2024
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William Clayton

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Activity

egp19 on May 29, 2020
Now that we can create custom properties for Products, can we enable calculated properties for Products? Without this basic feature, our products have quantitative properties that we have to manually calculate before adding to HubSpot. This creates read more
264 upvotes
70 Replies
Participant
June 13, 2024
I've spoken to the support over the last few days and still have no reply on how to perosonalize quote templates without coding the html. I need a us...read more
Solved
WClayton on June 06, 2024
We have sales leads that have closed Lifecycles that come back to life after long periods and we need to automate that change. We made this rule but this is the errore we get. Is there another way?
Solved
WClayton on June 06, 2024
When we create a new contact that doesn't belong to an existing company Hubspot automatically creates the company using the email domain name. How can we make an automation so the company owner becomes the same as the first contact owner of that com read more
0 upvote
2 Replies
Participant
June 06, 2024
Excellent, I really appreciate that. It's up and working, 54 fixes made immediatey.
Solved
WClayton on June 06, 2024
When we create a new contact that doesn't belong to an existing company Hubspot automatically creates the company using the email domain name. How can we make an automation so the company owner becomes the same as the first contact owner of that com read more
0 upvote
2 Replies
Participant
June 06, 2024
Excellent, I really appreciate that. It's up and working, 54 fixes made immediatey.
susanmartin2006 on July 22, 2020
It seems strange that I'm able to create custom properties on Products (like notes, comment, is optional selection, serial number) but they can't be used/pulled into Quotes. I don't think any functionality will change when we sync our product librar read more
235 upvotes
88 Replies
Participant
June 05, 2024
It's 2024 and this is a key feature for all customers that want to integrate leads with deals using personalised offers. If we cannot fully personali...read more
VKhalifeh on May 15, 2023
Currently it is not possible to set required properties when using the mobile app business card scanner. It would be great if I could choose which properties should be filled out when creating a contact via the mobile app of HubSpot.
Participant
June 04, 2024
Hi, I fully agree with this. W e are using the mobile app to insert new contacts at shows and events by scanning the business cards but the mandatory...read more
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