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tomas212
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Mitglied seit ‎Dez 17, 2018
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tomas212 on Juli 08, 2019
Auto Re-Assigning Companies
Hi, Let's say we have 2 sales representatives - Mark and Peter. Peter is the owner of Company A in HubSpot. Mark needs to send one email to one of the contacts that are assigned to Company A (but he doesn't want to take over the company). Beitrag ansehen
Antworten Diskussion Companies
0 Likes
4 Antworten
tomas212
Teilnehmer/-in
Juli 11, 2019
Hi @sharonlicari thank you. I didn't know there is a Property History. After I opened it I found the property got changed by a workflow becaus...Beitrag ansehen
Gelöst
tomas212 on Juli 08, 2019
Auto Re-Assigning Companies
Hi, Let's say we have 2 sales representatives - Mark and Peter. Peter is the owner of Company A in HubSpot. Mark needs to send one email to one of the contacts that are assigned to Company A (but he doesn't want to take over the company). Beitrag ansehen
Antworten Diskussion Companies
0 Likes
4 Antworten
tomas212
Teilnehmer/-in
Juli 11, 2019
Hi @sharonlicari thank you. I didn't know there is a Property History. After I opened it I found the property got changed by a workflow becaus...Beitrag ansehen
Gelöst
tomas212 on Juli 08, 2019
Auto Re-Assigning Companies
Hi, Let's say we have 2 sales representatives - Mark and Peter. Peter is the owner of Company A in HubSpot. Mark needs to send one email to one of the contacts that are assigned to Company A (but he doesn't want to take over the company). Beitrag ansehen
Antworten Diskussion Companies
0 Likes
4 Antworten
tomas212
Teilnehmer/-in
Juli 11, 2019
Hi @sharonlicari thank you. I didn't know there is a Property History. After I opened it I found the property got changed by a workflow becaus...Beitrag ansehen
Kim_GP on Juli 24, 2017
Customize the close date in deals
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w Beitrag ansehen
Antworten Idee Deals
334 Likes
140 Antworten
tomas212
Teilnehmer/-in
Juni 25, 2019
@LeeHouse Exactly, we have been noticing those small issues that could be solved very easily since we started using HubSpot. It frustrates me becau...Beitrag ansehen
Kim_GP on Juli 24, 2017
Customize the close date in deals
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w Beitrag ansehen
Antworten Idee Deals
334 Likes
140 Antworten
tomas212
Teilnehmer/-in
Juni 25, 2019
@LeeHouse Exactly, we have been noticing those small issues that could be solved very easily since we started using HubSpot. It frustrates me becau...Beitrag ansehen
codymiles512 on Januar 08, 2018
Custom Fields to Products
Right now, the products feature only supports 1) the product name, 2) the product quantity, 3) the product cost, and 4) recurring or fixed price. It would be incredible if I could associate custom fields with products. In my world, I need to b Beitrag ansehen
Antworten Idee Products & Quotes
267 Likes
131 Antworten
tomas212
Teilnehmer/-in
Dezember 17, 2018
Couldn't agree more. Right now we can not incorporate HubSpot due to the lack of info we can store about products. It would be great if there was s...Beitrag ansehen
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