Freezing deal data / historical snapshot of all deal properties
resolver
Hi,
Our finance team has come to me with the following question: Are we able to freeze data entry by sales for a certain period of time? We need to be able to have a "snapshot" view of all deal properties once a month. From my understanding, HubSpot doesn't allow this, right? As it's supposed to provide real time data.
You're correct, it's not possible to easily access this information in a report. You need to either find a third-party solution which offers this (I'm not aware of any) or run exports.
You're correct, it's not possible to easily access this information in a report. You need to either find a third-party solution which offers this (I'm not aware of any) or run exports.
Freezing deal data / historical snapshot of all deal properties
resolver
Do you know if there are any third-party tools that have recently come out that can help us accommodate this? The manual export is not working for us and creating a ton of manual work.
And I encourage you to share and upvote for the idea ( this way it will have more chances to be implemented in the future), and follow the thread to receive the update status.