SarahOps

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SarahOps on February 05, 2024

Full Team View in Forecast Tool

It would be great to be able to view all deals on the Team view of the forecast tool, instead of having to go into each team member's forecast.

Reply Idea Deals

0 upvote

0 Reply

amesserman on October 14, 2020

Export country property dropdown list

I have an integration field mapping project and need to export the options for a dropdown select field for Country/Region. I could go one by one... but there are over 300 rows of data and I can't be the only person looking for this solution. There h read more

Reply Discussion Reports

14 upvotes

6 Replies

SarahOps

Contributor

February 02, 2024

Hi - looking to export property options to Excel. Is this still the only option?

Solved

Lorpasson on September 13, 2019

Automatic deal note updates

I have a question about leaving automated notes for deals. In detail, I would like to leave a note automatically (using workflow for example) for a specific deal when the deal stage is changed by somebody, what mandatory properties were chang read more

Reply Discussion Deals

4 upvotes

7 Replies

SarahOps

Contributor

December 12, 2023

Hi there - would you mind sharing the workflow you have in place? I'm looking to implement a similar solution as well. Thanks!

Solved

mrprice on August 10, 2020

Link One Deal to Another

Is there a way to link one deal to another deal? We have a situation where a current deal is a follow-on to a previous deal and we'd like the ability to link those deals together.

Reply Discussion Deals

8 upvotes

10 Replies

SarahOps

Contributor

November 21, 2023

Thanks!

Solved

SarahOps on November 16, 2023

Limiting Deal View Permissions

Hi fellow Saleshub admins, I currently do not see a way to further control deal view permissions. Specifically, my goal is to restrict view access to deals below a certain probability or stage to selected teams. Is this possible to set up? read more

Reply Discussion Enterprise Free Professional Starter

0 upvote

1 Reply

SarahOps on August 18, 2023

python request for traffic and contacts analytics

I'm looking for the documentation that would point me to the requests I need to make using HubSpot Python API to get HubSpot Marketing Traffic and Contacts data (all the data) Thanks!

Reply Discussion Developer tools

0 upvote

2 Replies

SarahOps

Contributor

August 21, 2023

Hi @Mike_Eastwood , Thanks for the pointers. I've looked at the documentation. Would the Events API be the right one to use to extract Forms data?...read more

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