Hello! i want to do a deal conversion report but the issue is that 3 months ago i added an initial stage to my pipeline, how can i make a report of all my data? because when i try to use the deal conversion hubspot report, it asks me to mark my "fir read more
Hi @karinagiron ,
This is a limitation in HubSpot and I'm not aware of any solution within one report, at least if the two initial stages also...read more
When creating a quote for a deal, besides color and logo, is any other area of the quote formatting customizable or editable? Example: Instead of "1 x $100,000 for Product X" , could you set it up more table-like where there is columns and row read more