Hey guys, When I view my deals in my sales pipeline and if I click on advanced filters > add filter > deal collaborator > is any of me paired with my original filter of 'deal owner is any of me' When I apply this filter I only see deal Beitrag ansehen
Hi @workspaceman Can you look at this video and recreate it in your portal? It should help. https://www.loom.com/share/5c2c6ac8e9604ffb900ac41a...Beitrag ansehen
I have set monthly revenue goals *that apply to two pipelines* and want to show this on a dashboard. One pipeline is net-new revenue, other pipeline is recurring and upsell revenue. I can create a custom report and manually enter the goal, but that Beitrag ansehen
I have 9 sales reports, and 1 dashboard and on both reports and dashboard I'm receiving the following error: This is the free CRM, and I'm the superuser, and all people that receive the report receive the same message? Help.
Hi @BKlassen ,
When you hover your mouse over the small yellow triangle with the exclamation mark in the left sidebar, which tooltip appears? ...Beitrag ansehen
Hello, I was wondering if there was a way to send a report in Hubspot as a csv? At the moment its just a view of the report and a clickable link that takes the user to the reports section not the report itself. Be more useful if it was a csv fi Beitrag ansehen
Hi @MHemsley ,
That's currently not possible, spreadsheets are not among the formats that can be selected when setting up report / dashboard e...Beitrag ansehen
Dashboards hold the most up-to-date information about how your teams and strategies are performing, and HubSpot wants to ensure you can add a filter to provide additional context and showing your stakeholders the most revelent insights. Enter: the Beitrag ansehen
Hi @CStanley You can email a dashboard to a team alias if you have the email alias added as a user in your instance of HubSpot. Alternatively if yo...Beitrag ansehen
Hello, I have a similiar situation as described in this thread: https://community.hubspot.com/t5/Dashboards-Reporting/How-to-delete-emails-from-Team-Activity-on-the-Sales-Dashboard/td-p/179009 However, I can't simply delete the emails in questio Beitrag ansehen
https://community.hubspot.com/t5/Sales-Email/Deleting-Notifications-From-Activity-Feed/m-p/256671 Sorry for not being precise in my question/compl...Beitrag ansehen