Profile

pbmartin
Contributor
Member since ‎Aug 1, 2019
  • solutions
    0
  • Replies
    7
  • Upvotes Given
    31
  • Upvotes Received
    119
  • Ideas
    5

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Paul Martin

This user hasn't created a bio yet. Edit your own profile here!

Activity

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
8 upvotes
2 Replies
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
Contributor
January 11, 2022
Thanks, Nicole. Great solution. Do you know if there is a way on a dashboard to only display the Recurring Revenue chart and not include the header ...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
Contributor
January 11, 2022
Thanks, Nicole. Great solution. Do you know if there is a way on a dashboard to only display the Recurring Revenue chart and not include the header ...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
Contributor
December 21, 2021
What about the properties under "Associations"
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
Contributor
December 21, 2021
What about the properties under "Associations"
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
4 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
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Group Hubs for pbmartin