Profile

Nick_Trendline
Contributor
Member since ‎Aug 29, 2019
Message
  • solutions
    0
  • Replies
    8
  • Upvotes Given
    9
  • Upvotes Received
    27
  • Ideas
    1

about

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

Following

    Friends list is empty

Nick Valeriote

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

Activity

Solved
Nick_Trendline on April 29, 2020
Workflow for First Deal Closed Date
Hi HS Community, Does anyone know if a workflow could accomplish the following by auto-populating a custom property on the Company object? The close date of the first deal for a company. Thanks. Nick
Reply Discussion Companies Deals
3 upvotes
8 Replies
Nick_Trendline
Contributor
October 28, 2020
Hi @kelseyingram392 - we didn't end up implementing anything (yet). Without using the API solution, it looks as though the result would be manual...read more
Nick_Trendline on August 27, 2020
Robust Formula Field
It would be great to be able to create custom formula fields (properties) in Hubspot like you can in Salesforce. I know of the existing calculated property option, but it's quite limited (only used on number fields). The new formula field would al read more
Reply Idea Workflows
16 upvotes
3 Replies
KirstenM on September 17, 2017
Show Win Probability as a Property
Win Probability should be available as a property that can be displayed as part of the deal columns - i.e. there should be the ability to see, at an overview level, what the win probabilities are for all current deals.
Reply Idea Contacts & Companies Deals Sales Reporting
105 upvotes
60 Replies
Nick_Trendline
Contributor
August 26, 2020
Agreed. AND, be able to include this property and show on a data table layout (not just aggregate chart form).
KirstenM on September 17, 2017
Show Win Probability as a Property
Win Probability should be available as a property that can be displayed as part of the deal columns - i.e. there should be the ability to see, at an overview level, what the win probabilities are for all current deals.
Reply Idea Contacts & Companies Deals Sales Reporting
105 upvotes
60 Replies
Nick_Trendline
Contributor
August 26, 2020
Agreed. AND, be able to include this property and show on a data table layout (not just aggregate chart form).
Solved
Nick_Trendline on April 29, 2020
Workflow for First Deal Closed Date
Hi HS Community, Does anyone know if a workflow could accomplish the following by auto-populating a custom property on the Company object? The close date of the first deal for a company. Thanks. Nick
Reply Discussion Companies Deals
3 upvotes
8 Replies
Nick_Trendline
Contributor
October 28, 2020
Hi @kelseyingram392 - we didn't end up implementing anything (yet). Without using the API solution, it looks as though the result would be manual...read more
Solved
Nick_Trendline on April 29, 2020
Workflow for First Deal Closed Date
Hi HS Community, Does anyone know if a workflow could accomplish the following by auto-populating a custom property on the Company object? The close date of the first deal for a company. Thanks. Nick
Reply Discussion Companies Deals
3 upvotes
8 Replies
Nick_Trendline
Contributor
October 28, 2020
Hi @kelseyingram392 - we didn't end up implementing anything (yet). Without using the API solution, it looks as though the result would be manual...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

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

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.