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Nick_Trendline
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Miembro desde ‎ago 29, 2019
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Nick_Trendline en Abril 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
Responder Conversación Companies Deals
3 Me gusta
8 Respuestas
Nick_Trendline
Colaborador
Octubre 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...Leer más
Nick_Trendline en Agosto 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 Leer más
Responder Idea Workflows
16 Me gusta
3 Respuestas
KirstenM en Septiembre 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.
Responder Idea Contacts & Companies Deals Sales Reporting
105 Me gusta
60 Respuestas
Nick_Trendline
Colaborador
Agosto 26, 2020
Agreed. AND, be able to include this property and show on a data table layout (not just aggregate chart form).
KirstenM en Septiembre 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.
Responder Idea Contacts & Companies Deals Sales Reporting
105 Me gusta
60 Respuestas
Nick_Trendline
Colaborador
Agosto 26, 2020
Agreed. AND, be able to include this property and show on a data table layout (not just aggregate chart form).
Resuelta
Nick_Trendline en Abril 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
Responder Conversación Companies Deals
3 Me gusta
8 Respuestas
Nick_Trendline
Colaborador
Octubre 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...Leer más
Resuelta
Nick_Trendline en Abril 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
Responder Conversación Companies Deals
3 Me gusta
8 Respuestas
Nick_Trendline
Colaborador
Octubre 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...Leer más
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