Hi Community, I would like to make a report that shows how a value of a custom property has changed over time. For example, I created a custom company property (type: number) called, "Registered Users". On the first day of each month, I upda read more

I haven't been able to find an answer to this on previous posts, and curious if it's now possible. I am looking to create a report that: Combines all touches made to a customer as 1 single activity (email, call, note, deal etc). I want my reps t read more

Putting this out into the ether- We have company partners who service multiple counties across the US and we are trying to find a way to standardize how those counties are setup in a property (since it would be thousands of counties). We need to read more

We are trying to create two reports - one is open deal stages for a particular company and one is closed deals amt vs revenue for a particular company. This would be a standard report we would want for all our account managers to have for each clien read more

I am trying to export my reports (CSV format) we made but when they get exported, they are only showing company ID, not the Company Name. How can I ensure the Company name comes through?

Our team is wondering if there is a way to customize what is searchable in the search bar at the company level. We have "DBA" as a custom property. Our client's legal entity name is the "Company Name." Is it possible to search by a custom property? read more

Hi, When I'm in List View where all my companies/contacts are visible, some companies have a country associated with them but others don't. When I click to view the profile of on the ones that don't have a country - in their profile settings the read more

Hi - I am working on creating a report that shows the deal source (a new property I created) broken down by the companies that are our prospects. The report is a custom report using both deals and companies. I am running into an issue with man read more

I'm trying to build a report that shows my pipeline of companies with a lifecycle of SQL and Opp but I want to exclude those that have a closed won & closed lost deal associated with them. The goal is to see what the remaining potential is in t read more

Hello HS Community, I am working to build out our team's dashboard for morning meetings. An example of one level of reporting is below: If Company A is parent to Child 1, Child 2, and Child 3 (all forecasted for $1K); Then Company A is pro read more

Hello all, I'm trying to set it up so that when a rep is looking at a deal, there is a hyperlink that brings them to the associated company overview page. Is this possible?

I'm trying to come up with a visualization that will show the deals that we've lost, broken down by the annual revenue of the associated company. I'm pulling data across deals and companies and filtering to the desired results, but when I add " read more