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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más

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? Leer más

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 Leer más

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 Leer más

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 Leer más

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 Leer más