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CCzachur on Dezember 22, 2023
We have a field that we would like to restrict to a single user. However, since that is not possible with our licensing level, I was hoping to get a notification every time that field is changed and by whom. First part is easy. The by whom part seem Beitrag ansehen
Accepted Solution
Berühmtheit | Partner
Dezember 23, 2023 00:31
Hi @CCzachur , Unfortunately, this is not possible. HubSpot doesn't make the information about who changed a vlaue available in workflows. ...Beitrag ansehen
Gelöst
PatEnergy on Oktober 09, 2023
Hey all, I created a report on the cumulated number of customers with the following axis: y-axis : count of companies x-axis : became "closed" date of the associated deal As upselling deals are defined as new deals, it might occur tha Beitrag ansehen
1 Likes
4 Antworten
Accepted Solution
Autorität | Platinum Partner
Oktober 10, 2023 07:49
Hi @PatEnergy Can you please share the screenshot for more clearity. So that i can provide you with the exact solution. Thanks!
Gelöst
Juliaaa on Juli 25, 2023
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 Beitrag ansehen
4 Likes
5 Antworten
Accepted Solution
Autorität | Partner
Juli 25, 2023 09:49
Hey @Juliaaa this wouldn't currently be possible, HubSpot reports work off the current value of a property, which would overwrite the older propert...Beitrag ansehen
Gelöst
jparrisAxle on Juni 30, 2023
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 Beitrag ansehen
0 Likes
2 Antworten
Accepted Solution
Autorität | Gold Partner
Juli 03, 2023 00:36
Hi @jparrisAxle Have you had a play with HubSpot's ABM (Account Based Marketing)? There are several features that will probably delive...Beitrag ansehen
Gelöst
JRVC on Juni 07, 2023
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 Beitrag ansehen
Accepted Solution
Mitwirkender/Mitwirkende
Juni 08, 2023 00:10
Hello, Different suggestions based on the number of states served. If a company can only service one state but multipl e counties: ...Beitrag ansehen
Gelöst
MargitFawbush on April 13, 2023
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 Beitrag ansehen
0 Likes
3 Antworten
Accepted Solution
Koryphäe | Elite Partner
April 14, 2023 14:18
Hi @MargitFawbush - question for you. Does this need to be a report for a specific reason? Or is this something your AMs could view in the Company ...Beitrag ansehen
AGerlach2 on Februar 22, 2023
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?
Community-Manager/-in
April 10, 2023 15:27
Hi @SimonDEBRITO ! Thanks for sharing! Diana
Gelöst
BespokeSS on Januar 31, 2023
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? Beitrag ansehen
1 Likes
4 Antworten
Accepted Solution
Trendsetter/-in | Partner
Januar 31, 2023 22:35
Hey @BespokeSS , thanks for reaching out! I believe this is possible, but only at the Enterprise subscription level . That product allows fo...Beitrag ansehen
Gelöst
FMia13 on Januar 04, 2023
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 Beitrag ansehen
0 Likes
9 Antworten
Accepted Solution
Berühmtheit | Partner
Januar 04, 2023 05:52
Hi @FMia13 , You're looking at different objects / fields: While this list shows the associated company, it shows the country ...Beitrag ansehen
JennaWB on September 09, 2021
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 Beitrag ansehen
Teilnehmer/-in
September 10, 2021 18:52
Thanks @PamCotton ! All deals were associated with contacts and companies. I just went in to look and it looks like the issue has resolved itself. ...Beitrag ansehen
Gelöst
TFarris on Juni 24, 2021
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 Beitrag ansehen
0 Likes
4 Antworten
Accepted Solution
Teilnehmer/-in
Juni 25, 2021 10:41
Thank you Karsten, this worked! The companies did have only 1 associated deal. We are only a few months in using HubSpot so our data set is very sm...Beitrag ansehen
RGray-11 on April 26, 2021
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 Beitrag ansehen
Community-Manager/-in
April 27, 2021 05:38
Hi @RGray-11 , Thank you for reaching out to the Community! I wanted to tag a few subject matter experts who can help you with their experti...Beitrag ansehen
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