Profile

kaylasdi
Participant
Member since ‎Sep 24, 2019
Message
  • solutions
    0
  • Replies
    2
  • Upvotes Given
    27
  • Upvotes Received
    97
  • Ideas
    1

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Kayla Bosley

This user hasn't created a bio yet. Edit your own profile here!

Activity

Solved
jerrremy on April 18, 2019
Creating deals with multiple companies
Often, more than one company is involved in a deal. Is it possible to add multiple companies when creating a new deal? I see this question has been asked in the past, but the answer is >2 years old and I am wondering if anything has changed. read more
Reply Discussion
51 upvotes
12 Replies
kaylasdi
Participant
May 07, 2020
You can create a workflow to duplicate a deal. Here is how I solved it: 1) Added a deal property called "Duplicate Deal" with "Yes" as an option....read more
lleemis on April 09, 2019
Overdue Tasks --- Adding Filter "By Due Date"
Ability to create a report for "Overdue Tasks" to match exactly what you see in the task dashboard.
Reply Idea Sales Reporting Tasks
211 upvotes
67 Replies
kaylasdi
Participant
March 05, 2020
Yes please! Specifically as a workflow trigger. I want to send an internal email of all due/ overdue tasks to the task owners email.
kaylasdi on February 13, 2020
Property Field Type - Percentage
It would be very beneficial to have a property field type that is a percentage for calculations. We are attempting to use a percentage as a "Confidence Factor" that the sales rep fills in based on how likely they feel they will win a sale. This woul read more
Reply Idea Deals
96 upvotes
27 Replies
kaylasdi
Participant
February 13, 2020
FYI, I did figure out one workaround: 1) Created number field property for the percentage to be entered into 2) Created calculation field property ...read more
kaylasdi on February 13, 2020
Property Field Type - Percentage
It would be very beneficial to have a property field type that is a percentage for calculations. We are attempting to use a percentage as a "Confidence Factor" that the sales rep fills in based on how likely they feel they will win a sale. This woul read more
Reply Idea Deals
96 upvotes
27 Replies
kaylasdi
Participant
February 13, 2020
FYI, I did figure out one workaround: 1) Created number field property for the percentage to be entered into 2) Created calculation field property ...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.