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RaimundoEstela1
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Member since ‎Jul 4, 2024
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Raimundo Estela

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RaimundoEstela1
Participant
January 27, 2025
Reply to Manually change quote status
Found a workaround to do this, and I can't delete this thread. woops.
RaimundoEstela1 on January 27, 2025
Manually change quote status
It would be great if Invoice Status could be changed manually. The invoice tool is great, but it's dependency on an online payment method makes the tool almost unusable. We'd love to move our operation from an outside invoice app to hubspot, but read more
Reply Idea Payments
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RaimundoEstela1
Participant
January 22, 2025
Reply to "Number of Overdue Tasks" in a Deal - Trying to set up a Risk trigger
I get you. I'll try with that workaround, thank you. I'm trying to force the association through IA (I've noticed that asking for stuff you can't do...read more
RaimundoEstela1
Participant
January 22, 2025
Reply to "Number of Overdue Tasks" in a Deal - Trying to set up a Risk trigger
That's what I'm doing :). I made a custom property that is supposed to read the tasks associated with the Deal. So if a Deal goes overdue, then +1. I...read more
RaimundoEstela1
Participant
January 22, 2025
Reply to "Number of Overdue Tasks" in a Deal - Trying to set up a Risk trigger
Thankyou @karstenkoehler Yes, I can see that value, but I'm stuck in that very same step. I can't do much with Task-based workflows. I can edit pr...read more
RaimundoEstela1
Participant
January 22, 2025
Reply to "Number of Overdue Tasks" in a Deal - Trying to set up a Risk trigger
Hi @karstenkoehler thank you for your answer 🙂 I tried to create a Task-based workflow, but couldn't find a way to make it so the enrollment is...read more
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