warrendavey

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Top Contributor | Diamond Partner

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solutions
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Davey Warren

HubSpot CRM expert for four years with over 13 years in CRM consulting. I help companies solve complex HubSpot problems and builds; with a team of solution architects, I helped train. If you have a sophisticated challenge that needs looking at, please reach out.

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Solved

SamBlakeman on October 16, 2023

Deal amounts based on volume / usage based product

Hello, We offer a Pay as you go pricing model. We use the Quote tool to quote a price for each service. For example: Service A: £20 Service B: £10 We then bill month in areas based on consumptions. I have created a custom prop called E read more

Reply Discussion Enterprise

1 upvote

3 Replies

warrendavey

Top Contributor | Diamond Partner

October 17, 2023

Thanks, @PamCotton @SamBlakeman Thanks for your question. Do you have Operations Hub? I suggest using a workflow to update the amount accor...read more

Solved

AlexGurovich on September 17, 2019

Customize Top Navigation Menu

Hi, I'm new to Hubspot. The Top Navigation Menu has the header level options "Contacts", "Conversations", "Marketing", "Sales", "Service", "Automation" and "Reports". I want to: 1. Remove some of them 2. Position the remaining ones differently read more

Reply Discussion Custom Modules Design Manager Navigation Site Setup

19 upvotes

17 Replies

warrendavey

Top Contributor | Diamond Partner

September 19, 2023

If you have a chrome browser then you can use this tool to customize - https://apps.pearagon.com/

Solved

LWarren5 on July 13, 2023

Alternative to Super Admin?

Hi, We have some third party partners who are working with us on redesigning our website and marketing emails. I'm commonly asked to provde these third party parnters with Super Admin Access. However as a business we want to restrict acces read more

Reply Discussion best practices

0 upvote

3 Replies

warrendavey

Top Contributor | Diamond Partner

July 14, 2023

I made a video of the Permission Set process just now that might help. If you don't have Enterprise, then I would still follow the same process, b...read more

Solved

nychd on July 07, 2023

Workflow Trigger With Variable?

Hi Folks, Is it possible to use a variable in a workflow enrollment criteria's "is equal to" field? I'm trying to create a workflow that checks for contacts who have the same value in mobile number and regular number, and deletes the duplicat read more

Reply Discussion Workflows

0 upvote

4 Replies

warrendavey

Top Contributor | Diamond Partner

July 07, 2023

Sounds good. Glad you found a work around.

Solved

rodericks on July 06, 2023

Show the amount of products you sold

For my dashboard i'm trying to show the total amounts of a certain product sold. This seems quite easy, however, every article code exists out of more than 1 product. Let me clarify: Article code: 101 = box of 1 unit sold Article code 106 = box o read more

Reply Discussion CRM Professional

0 upvote

1 Reply

warrendavey

Top Contributor | Diamond Partner

July 07, 2023

@rodericks - I think what you are asking is pretty straightforward regarding reports. I created this video that might help answer your question. ...read more

Solved

nychd on July 07, 2023

Workflow Trigger With Variable?

Reply Discussion Workflows

0 upvote

4 Replies

warrendavey

Top Contributor | Diamond Partner

July 07, 2023

Sounds good. Glad you found a work around.

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