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s0utherndandy
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CoachAaronCCR on Julho 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 Leia mais
Responder Idéia Contacts & Companies Deals Properties
1360 avaliações positivas
198 Respostas
s0utherndandy
Participante
Março 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...Leia mais
CoachAaronCCR on Julho 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 Leia mais
Responder Idéia Contacts & Companies Deals Properties
1360 avaliações positivas
198 Respostas
s0utherndandy
Participante
Março 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...Leia mais
Sara on Maio 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 Leia mais
Responder Idéia Meetings
388 avaliações positivas
171 Respostas
s0utherndandy
Participante
Novembro 02, 2017
has this been implemented yet?
mschnitt on Abril 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.
Responder Idéia Sequences
98 avaliações positivas
64 Respostas
s0utherndandy
Participante
Agosto 25, 2017
Has there been any progress to this yet?
cfleishman on Agosto 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 Leia mais
Responder Idéia Deals
1823 avaliações positivas
559 Respostas
s0utherndandy
Participante
Agosto 17, 2017
Has Hubspot resolved this issue yet?
CoachAaronCCR on Julho 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 Leia mais
Responder Idéia Contacts & Companies Deals Properties
1360 avaliações positivas
198 Respostas
s0utherndandy
Participante
Março 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...Leia mais
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