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WClayton
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Member since ‎Jun 3, 2024
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William Clayton

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WClayton
Participant
June 13, 2024
Reply to Calculated properties for Products
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
How to automate a closed lifecycle back to life
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?
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1 Reply
WClayton
Participant
June 06, 2024
Reply to How to copy a new contact's owner to the company owner
Excellent, I really appreciate that. It's up and working, 54 fixes made immediatey.
Solved
WClayton on June 06, 2024
How to copy a new contact's owner to the company owner
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
Reply Discussion Professional
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2 Replies
WClayton
Participant
June 05, 2024
Reply to Custom product properties on Quotes
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
WClayton
Participant
June 04, 2024
Reply to Set mandatory properties in the HubSpot mobile app
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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