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mikekrkljus
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Member since ‎Mar 23, 2020
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mikekrkljus on February 15, 2022
Create a task when Products/Line Items are missing
I'm trying to create a workflow to notify our sales reps when they have a deal where no Products/Line items have been added. Can't seem to get it to work.
Reply Discussion Workflows
0 upvote
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Siddall on June 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
Reply Idea Lists Sales Reporting
282 upvotes
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mikekrkljus
Member
June 01, 2021
The Beta doesn't solve for this issue. The Fiscal year filters don't appear available on dashboards or reports.
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