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KBrown269
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KBrown269 on Outubro 24, 2023
Reports don't filter by Close Date on imported historical Deals
Hi everyone, I haven't seen this addressed elsewhere, so I may have a solvable issue here. It has to do with the Close Date property on Imported Deals. We switched to Hubspot earlier this year and started managing all of our Deals from the Sale Leia mais
Responder Discussão Enterprise FREE Professional Starter
0 avaliações positivas
4 Respostas
KBrown269
Participante
Outubro 25, 2023
Hey, just watched your video (closely, as requested). The quick response: I set it up almost identically to you in the first place, and despite the m...Leia mais
KBrown269 on Outubro 24, 2023
Reports don't filter by Close Date on imported historical Deals
Hi everyone, I haven't seen this addressed elsewhere, so I may have a solvable issue here. It has to do with the Close Date property on Imported Deals. We switched to Hubspot earlier this year and started managing all of our Deals from the Sale Leia mais
Responder Discussão Enterprise FREE Professional Starter
0 avaliações positivas
4 Respostas
KBrown269
Participante
Outubro 25, 2023
Hey, just watched your video (closely, as requested). The quick response: I set it up almost identically to you in the first place, and despite the m...Leia mais
KBrown269 on Outubro 24, 2023
Reports don't filter by Close Date on imported historical Deals
Hi everyone, I haven't seen this addressed elsewhere, so I may have a solvable issue here. It has to do with the Close Date property on Imported Deals. We switched to Hubspot earlier this year and started managing all of our Deals from the Sale Leia mais
Responder Discussão Enterprise FREE Professional Starter
0 avaliações positivas
4 Respostas
KBrown269
Participante
Outubro 25, 2023
Hey, just watched your video (closely, as requested). The quick response: I set it up almost identically to you in the first place, and despite the m...Leia mais
Daniel1 on Julho 14, 2017
Use 'relative' ("TODAY", etc) dates for enrolling contacts and companies in workflows, lists, etc
We need to be able to enrol contacts and companies based on a contact/company property field being updated on a relative date (e.g. TODAY, TOMORROW, etc). We are using Hubspot as a way to faciliate our Product Qualified Lead (PQL) processes so this Leia mais
Responder Idéia Contacts & Companies
137 avaliações positivas
21 Respostas
KBrown269
Participante
Abril 21, 2023
A.) I have a workflow setup below that helps handle Contract Close Dates and B.) More time-based options, especially "Today", are needed to intelli...Leia mais
ASavoi on Janeiro 24, 2023
Number of Associated Companies
Dears, I think it could be useful to have a "Number of Associated Companies" to the Deal next to the already-existing "Number of Associated Contacts".
Responder Idéia Deals
3 avaliações positivas
2 Respostas
KBrown269
Participante
Abril 18, 2023
This would be nice. I'm not sure why "Number of Associated Contacts" is a Deal Trigger option but "Number of Associated Companies" is not. We have w...Leia mais
BenettB on Novembro 19, 2020
Workflow actions that can update properties across different (associated) object types.
Our company uses your workflows HEAVILY, but we are constantly having to work around one major limitation: The workflows can only change properties on one type of HubSpot object. For example, if you start a ticket-based workflow, you can only change Leia mais
Responder Idéia Workflows
41 avaliações positivas
47 Respostas
KBrown269
Participante
Abril 18, 2023
Beta access - pls n thx 🤠
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