Profile

winsorcm
Contributor
Member since ‎Aug 18, 2024
Message
  • solutions
    1
  • Replies
    12
  • Upvotes Given
    6
  • Upvotes Received
    7
  • Ideas
    0

about

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

Following

    Friends list is empty

Admin (CW)

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

Activity

winsorcm
Contributor
May 07, 2025
Reply to How to associate a Deal with a Company based on the Contact associated with it?
Hi @AnnaK-GF - Im struggling almsot the exact same scenario and would be very appreciative if you expanded on your Step 1. For context, I have ...read more
winsorcm
Contributor
May 06, 2025
Reply to How To Associate Company To Deal, Based On Contact
Interesting. I will fiddle with that! Regarding shopify - yes I agree, would be far cleaner to do this sooner. Two problem there: 1. Shopfiy ...read more
Solved
winsorcm on May 06, 2025
How To Associate Company To Deal, Based On Contact
Hi there - this has been asked before by others but I'm still struggling with automatically associating a Company to a Deal based on the already associated Contact. Background: I have an order-based workflows that generate Deals in a specific read more
Reply Discussion Professional
0 upvote
2 Replies
winsorcm
Contributor
March 09, 2025
Reply to Top 20 Customers Based on Specific Pipeline
@BBaber one mroe note - your option 2, step 3 works best when you add a check for existance of invoice or order. If none, set value to 0, that way ...read more
winsorcm
Contributor
March 09, 2025
Reply to Top 20 Customers Based on Specific Pipeline
@BBaber - Option 1 - INTERESTING! I'm looking inot that next! Option 2 - As it turns out, I stumbled into this by trial and error before s...read more
winsorcm
Contributor
March 07, 2025
Reply to Top 20 Customers Based on Specific Pipeline
@BBaber - thanks for your input. Re-reading above i think i asked the quesiton wrong above and there must be a simpler way of acheiving what I'm af...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

View all
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.