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AAdmin7
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Member since ‎Jul 25, 2024
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AAdmin7 on October 07, 2024
Permission to set Disqualified/Lost Leads to a different stage
There are some cases that we need to set the Disqualified/Lost Leads back to a different stage like working in Leads Object. Currently, Super Admin can do this. We need to give this permission to specific Sales Managers. Is there a specific read more
Reply Discussion CRM Sales Settings Workaround
0 upvote
2 Replies
Solved
AAdmin7 on September 12, 2024
See to execute a workflow at a certain time. Can we do this without operations hub plan?
We have a professional sales hub plan, and we need to create a task at the end of each day for contacts in a certain value. Is there a way to do this through workflows? the status should be checked at this certain time. because it might chang read more
Reply Discussion CRM Workflows
0 upvote
7 Replies
AAdmin7
Participant
September 19, 2024
Yes, you're correct. That's why I added an unenrollment goal so it will unenroll anything that we don't want to create tasks for before that time. So...read more
Solved
AAdmin7 on September 12, 2024
See to execute a workflow at a certain time. Can we do this without operations hub plan?
We have a professional sales hub plan, and we need to create a task at the end of each day for contacts in a certain value. Is there a way to do this through workflows? the status should be checked at this certain time. because it might chang read more
Reply Discussion CRM Workflows
0 upvote
7 Replies
AAdmin7
Participant
September 19, 2024
Yes, you're correct. That's why I added an unenrollment goal so it will unenroll anything that we don't want to create tasks for before that time. So...read more
Solved
AAdmin7 on September 12, 2024
See to execute a workflow at a certain time. Can we do this without operations hub plan?
We have a professional sales hub plan, and we need to create a task at the end of each day for contacts in a certain value. Is there a way to do this through workflows? the status should be checked at this certain time. because it might chang read more
Reply Discussion CRM Workflows
0 upvote
7 Replies
AAdmin7
Participant
September 19, 2024
Yes, you're correct. That's why I added an unenrollment goal so it will unenroll anything that we don't want to create tasks for before that time. So...read more
Solved
AAdmin7 on September 12, 2024
See to execute a workflow at a certain time. Can we do this without operations hub plan?
We have a professional sales hub plan, and we need to create a task at the end of each day for contacts in a certain value. Is there a way to do this through workflows? the status should be checked at this certain time. because it might chang read more
Reply Discussion CRM Workflows
0 upvote
7 Replies
AAdmin7
Participant
September 19, 2024
Yes, you're correct. That's why I added an unenrollment goal so it will unenroll anything that we don't want to create tasks for before that time. So...read more
Solved
AAdmin7 on September 10, 2024
Contact Unworked true contacts getting reassigned automatically
I noticed that there are some contacts getting reassigned to a different salesperson when the contact unworked? property is set to True. Both these actiones being done automatically by HubSpot. 1. We do not want to check this Contact unworke read more
Reply Discussion Contacts CRM
0 upvote
7 Replies
AAdmin7
Participant
September 11, 2024
Yes, I was talking about this integration workflow was triggered for some reason. I checked the logs in our system and the owner was not changed at t...read more
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