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SMcKenna6
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Member since ‎Jan 4, 2024
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Susan McKenna

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JSæbøe on August 31, 2022
Calculate deal properties from other objects
Our AMs are measured on GP/Margins rather than revenue. Obviously, this means numbers are wrong if the line items in a deal aren't correctly added, with Price and Cost etc. Sometimes, though, these things happen. Therefore, I've created a c read more
Reply Idea Deals
2 upvotes
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SMcKenna6
Participant
March 03, 2024
I would like this too -- we use Hubspot for Real Estate and we have created a custom number object in our Deals properties, called "GCI" (Gross Commi...read more
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VL-jkc on January 20, 2023
restricting access to report details
Hi, is there a way to give members access to the dashboard, without them being able to click on the reports and access the report details? Thanks
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1 upvote
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SMcKenna6
Participant
January 13, 2024
I want to do this too and here's why: I have over 100 sales reps and some of them are more tech savvy then others. In essence they are quite the co...read more
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