Mar 5, 2017 11:58 AM - edited Mar 5, 2017 12:00 PM
May 12, 2017 5:46 AM
This is my first post.
I do not think this Q is not clear. Hubspot has these customers!
Let me explain:
If you buy n Pro feature in Hupspot you must pay n premium per user on a monthly basis. This mean that each month the client has to pay so the income generated from this deal is monthly and thus the deal actually has to be loaded monthly, but it is not a new deal!
For the purpose to see your income stream generated from deals per month, how wil this be logged into Hubspot so the income generated will show monthly.
Jul 4, 2017 6:36 AM
You would need to change the close date of the deal each month to show it as recurring.
You can use views to segment your deals and view them based on specific criteria (learn more about creating views here). Here are a few suggested views and the filters you should include to create them: