Conditional measure in formula fieldConditional measure in formula field
I am trying to created a calculated measure using Custom Report Builder based on certain condition. To Provide more context, what I want to create is that if a certain Deal
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Copy Lead Fields to Deal When ConvertedCopy Lead Fields to Deal When Converted
Our SDRs do research on a prospect and gather information. They updated fields on the Leads. When a lead is qualified and it becomes a Deal, we want/need these fields
Mobile appMobile app
Can I access my HubSpot program and records via my iPhone?
Problème – expediteurProblème – expediteur
Bonjour,J’ai échangé sur le chat avec un expert qui me conseille d’écrire ici. J’ai réalisé par 1ère campagne (étapes de configuration ok + adresse email connectée). Ci-joint des captures montrant
Call Transcripts are publicly available if you have the URL?Call Transcripts are publicly available if you have the URL?
Hi, Just wondering if anyone else has got any advice on this – we’ve recently been playing around with call recordings and transcripts – some exciting new features around tracked terms
Meeting note takerMeeting note taker
Hi knowledgeable people,Can anyone advise on best choice of a meeting notetaker either native to HS or third party app?
Customer Actions WorkflowCustomer Actions Workflow
We are looking to create some sort of workflow around four actions we need our customers to take. The four actions are: Fill out a form, upload two files, and
Ticket summary in a propertyTicket summary in a property
Hi, We are trying to use Breeze to generate ticket summaries. From reading : https://knowledge.hubspot.com/workflows/use-breeze-to-research-and-summarize-data-in-workflows it appears the summary is generated as a card, but we want to have it in a property. The
Hi flocksHi flocks
Hi good evining everybody Iam.new for this not sales I learn heere more and i take ur suggestion and build my self and knowledge Thank u
Locking AssociationsLocking Associations
How can I prevent users from manually removing associations?For example:A Sales Deal is associated with a Primary Contact, Primary Company, and an Onboarding Ticket. How can we ensure the Onboarding