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dthomp43
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Member since ‎Nov 1, 2024
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dthomp43
Participant
November 14, 2024
Reply to Temporarily Reordering Lifecycle Stages
I assume I could then use a workflow (or maybe even the same workflow) to update the those I just cleared to "customer"? I have over 600 that need up...read more
dthomp43
Participant
November 14, 2024
Reply to Temporarily Reordering Lifecycle Stages
Welp, that sounds like a pretty simple solution!
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dthomp43 on November 14, 2024
Temporarily Reordering Lifecycle Stages
Hello! I have a question about lifecycle stages and workflows. What happens if I rearrange lifecycle stages, run a workflow that updates the stage on specific records, and then I put the lifecycle stages back in the original order? Here read more
Reply Discussion Best Practices CRM Workflows
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dthomp43
Participant
November 12, 2024
Reply to Creating a Workflow that moves customers to Closed Lost at Contract End Date.
Thanks Karsten! I made the updates you suggested. The workflow shouldn't run until a few weeks from now, so I'll come back then and indicate this...read more
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dthomp43 on November 11, 2024
Creating a Workflow that moves customers to Closed Lost at Contract End Date.
Hello! I need a bit of help creating a workflow. I have a deal stage titled "Will Churn" and I would like to setup a workflow that automatically updates the deal stage to "Closed Lost" on the deal's contract end date. e.g. A customer gives chu read more
Reply Discussion filters Programmable Automation Workflow Extension
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dthomp43 on November 01, 2024
What's the best way to indicate a subscription based price increase for reporting purposes?
Hey Y'all! New to HubSpot and had a question - I'm wondering what is the best to indicate a subscription based price increase? For example, let's say our product is $10,000 a year. Upon renewal, a 5% price increase is applied to the deal read more
Reply Discussion RevOps
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