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s0utherndandy
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Mitglied seit ‎Mai 23, 2017
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CoachAaronCCR on Juli 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Beitrag ansehen
Antworten Idee Contacts & Companies Deals Properties
1358 Likes
198 Antworten
s0utherndandy
Teilnehmer/-in
März 22, 2018
With Workflows we could sync Deals fields to Contacts fields if it a Dropdown Field. We couldn't sync single-line text fields from Deals fields...Beitrag ansehen
CoachAaronCCR on Juli 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Beitrag ansehen
Antworten Idee Contacts & Companies Deals Properties
1358 Likes
198 Antworten
s0utherndandy
Teilnehmer/-in
März 22, 2018
With Workflows we could sync Deals fields to Contacts fields if it a Dropdown Field. We couldn't sync single-line text fields from Deals fields...Beitrag ansehen
Sara on Mai 10, 2017
Schedule a meeting for another hubspot user from contact record
Firstly, not to have to add an existing hubspot user as a contact to be able to add them. Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the Beitrag ansehen
Antworten Idee Meetings
388 Likes
171 Antworten
s0utherndandy
Teilnehmer/-in
November 02, 2017
has this been implemented yet?
mschnitt on April 05, 2017
Enable mass enrollment in sequences
It would be useful to be able to enroll several contacts at once into a sequence in Hubspot Sales. For example I may want to enroll everyone at company x with 50 employees. Currently I'd have to go through the enrollment process 50 times.
Antworten Idee Sequences
98 Likes
64 Antworten
s0utherndandy
Teilnehmer/-in
August 25, 2017
Has there been any progress to this yet?
cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of Beitrag ansehen
Antworten Idee Deals
1822 Likes
559 Antworten
s0utherndandy
Teilnehmer/-in
August 17, 2017
Has Hubspot resolved this issue yet?
CoachAaronCCR on Juli 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Beitrag ansehen
Antworten Idee Contacts & Companies Deals Properties
1358 Likes
198 Antworten
s0utherndandy
Teilnehmer/-in
März 22, 2018
With Workflows we could sync Deals fields to Contacts fields if it a Dropdown Field. We couldn't sync single-line text fields from Deals fields...Beitrag ansehen
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