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sherrychen
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Member since ‎Sep 7, 2022
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Sherry Chen

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MargitFawbush on April 13, 2023
Company level reports
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 read more
Reply Discussion Companies
0 upvote
3 Replies
sherrychen
Participant
April 13, 2023
Hi @MargitFawbush , We use a HS spreadsheet builder to achieve something similar, a tool called liyfe.io in marketplace . It allows us to cre...read more
Solved
Qizzle on April 12, 2023
How to let customers update their own information
Where you have multiple contacts associated with a company, is there a way you can give a designated contact access to review and update the information you have?? Ideally with a way that you can approve or decline each suggested contact edit.. read more
Reply Discussion Companies CRM
0 upvote
4 Replies
sherrychen
Participant
April 13, 2023
Hi @Qizzle , If you consider third party tool, maybe check out this one call Liyfe.io spreadsheet in marketplace. It supports share dashboard...read more
jbolger90 on February 03, 2022
Ability to Organize and Sort Line Items within Product Library
It seems that there is no way to sort and organize line items within product libraries. Products are sorted based on import or create date within HubSpot. My company builds product libraries and folders based off a tiered pricing approach (I.E read more
Reply Idea Products and Quotes
122 upvotes
62 Replies
sherrychen
Participant
April 13, 2023
This is a great idea, at meantime, I found a third party tool in marketplace that supports both create/manage HubSpot products, and build dashboard...read more
Solved
KPetrisor on April 06, 2023
Access of HubSpot CRM within an organization
Dear community, I am the Head of a Business Development (Sales, Marketing , Proposal Management) department. Since the implementation of HubSpot, 2 years ago, only my team is using the CRM and its functions. We are mapping, tracking and updating read more
Reply Discussion Enterprise
0 upvote
4 Replies
sherrychen
Participant
April 06, 2023
Hi @KPetrisor , Typically you give your sales / marketing team HubSpot seats so that they can update records, build workflow or use other opera...read more
johannes-m on April 04, 2023
How to get properties of a custom object.
Hi there, I created a custom object in hubspot and I want to get the properties of that object. Can I use https://api.hubapi.com/crm/v3/properties/ {objectType} endpoint to get those properties. How can I find {objectType} for the created read more
Reply Discussion Custom Objects
0 upvote
3 Replies
sherrychen
Participant
April 05, 2023
Hi @johannes-m , When you create custom objects, it will ask you to enter plural object name, can you try use it as object type? For example, p...read more
DTeter on March 31, 2023
Empty records showing up in Download
I Have records showing up in the download that i cannot find in the online data base. They have a record ID but no information. I would like to find out where they are since they are messing with my reporting. The deal name is a date on 12 records read more
Reply Discussion Starter
0 upvote
3 Replies
sherrychen
Participant
April 03, 2023
Hi @DTeter , It is possible that those deals missing pipeline or deal stage, which is why it is unsearchable from the dashboard. It might be cr...read more
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