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pbmartin
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Member since ‎Aug 1, 2019
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Paul Martin

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pbmartin on January 11, 2022
Currently, the Recurring Revenue report can only be added to dashboards as an 'External Item'. As a result, the chart does not completely display in the dashboard since it includes the header and table below. Please make it so that the Recurring Rev read more
3 upvotes
1 Reply
Key Advisor | Gold Partner
March 13, 2022
We also the require the ability to add the Recurring Revenue (MRR) Chart to a Dashbord, the same way we can now add a Sales Analytics Chart to the ...read more
Solved
pbmartin on January 10, 2022
Most reports can be emailed to people, but how do I email a Recurring Revenue report from the Revenue Analytics area?
0 upvote
4 Replies
Guide | Elite Partner
January 11, 2022
Unfortunately, it will display the full page - that's why it's a workaround. I would also suggest adding an idea to the forum asking for that report ...read more
Solved
pbmartin on January 10, 2022
Most reports can be emailed to people, but how do I email a Recurring Revenue report from the Revenue Analytics area?
0 upvote
4 Replies
Guide | Elite Partner
January 11, 2022
Unfortunately, it will display the full page - that's why it's a workaround. I would also suggest adding an idea to the forum asking for that report ...read more
Solved
pbmartin on December 20, 2021
Thanks in advance for your help. I don't receive all the LineItem properties that contain values when I use this GET in Postman. How can I receive all the data, including the associated Deal ID? /crm/v3/objects/line_items?associations=deals& read more
HubSpot Product Team
December 21, 2021
You would need to make a new request to the deals endpoint requesting the properties you are wanting.
Solved
pbmartin on December 20, 2021
Thanks in advance for your help. I don't receive all the LineItem properties that contain values when I use this GET in Postman. How can I receive all the data, including the associated Deal ID? /crm/v3/objects/line_items?associations=deals& read more
HubSpot Product Team
December 21, 2021
You would need to make a new request to the deals endpoint requesting the properties you are wanting.
pbmartin on December 06, 2021
I need a workflow that copies the first Line Item name to a text property on the parent Deal. I haven't found a way to copy from Line Item. What would be a good approach? SME, MP
3 upvotes
2 Replies
Contributor
December 06, 2021
We have clients who have multiple Deals working at a time and we need to differentiate between the Deals. Normally, the first Line Item and expiratio...read more
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