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RICWAH
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Mitglied seit ‎Nov 13, 2019
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Richard Wahlstedt

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RICWAH on Januar 25, 2021
Users changing Deal Create Date - how to stop?
I have trouble with some sales reps changing the Deals Create date. Why? Since we started measuring how many deals they are creating for a specific time period, some of them have found this property useful and are changing the date to make them look Beitrag ansehen
Antworten Diskussion Professional
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2 Antworten
RICWAH
Mitwirkender/Mitwirkende
Januar 26, 2021
Thanx! Your solution is correct 🙂 But unfortunately field level permissions is only available in the Enterprise license. We only have the Profess...Beitrag ansehen
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RICWAH on Januar 25, 2021
Users changing Deal Create Date - how to stop?
I have trouble with some sales reps changing the Deals Create date. Why? Since we started measuring how many deals they are creating for a specific time period, some of them have found this property useful and are changing the date to make them look Beitrag ansehen
Antworten Diskussion Professional
0 Likes
2 Antworten
RICWAH
Mitwirkender/Mitwirkende
Januar 26, 2021
Thanx! Your solution is correct 🙂 But unfortunately field level permissions is only available in the Enterprise license. We only have the Profess...Beitrag ansehen
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Ying on November 24, 2017
Custom Rolling Date Range
I'm trying to create a dashboard that will show me deals in progress on a rolling 'close dates' 3 month/90 period - has anyone created anything that might be suitable for this? I know there's the one month/this quarter style but nothing I can ad Beitrag ansehen
Antworten Diskussion
25 Likes
16 Antworten
RICWAH
Mitwirkender/Mitwirkende
Dezember 23, 2019
I have the same need. Hubspot is very focused on what already have happened. But many times you want to see what is going to happen (forecasting). Th...Beitrag ansehen
rjurbala on Mai 02, 2019
Decimal Points and Format of Deals in Board View
Recently decimal places have been added to the deal amounts when viewed in Board View. It should be an optional setting to have these or not, whichever makes sense for the individuals use. In addition, the deal amount and description used to be Beitrag ansehen
Antworten Idee Deals
73 Likes
33 Antworten
RICWAH
Mitwirkender/Mitwirkende
Dezember 23, 2019
Yes! It should be optional to have decimals in deals or not.
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RICWAH on November 13, 2019
How do I prevent my sales reps from deleting or changing reports?
We are in the process of implementing Hubspot Marketing Pro and Sales Pro, and I'm totally chocked by the way roles and permissions are set up in Hubspot. I find no way to prevent my sales reps from deleting the reports I set up for them. A simple c Beitrag ansehen
Antworten Diskussion Sales Dashboard
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5 Antworten
RICWAH
Mitwirkender/Mitwirkende
Dezember 03, 2019
Thanks! I noticed this later after writing my post. Since I at the time only had Hubspot Professional, I could only create one dashboard. And a repo...Beitrag ansehen
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RICWAH on November 13, 2019
How do I prevent my sales reps from deleting or changing reports?
We are in the process of implementing Hubspot Marketing Pro and Sales Pro, and I'm totally chocked by the way roles and permissions are set up in Hubspot. I find no way to prevent my sales reps from deleting the reports I set up for them. A simple c Beitrag ansehen
Antworten Diskussion Sales Dashboard
0 Likes
5 Antworten
RICWAH
Mitwirkender/Mitwirkende
Dezember 03, 2019
Thanks! I noticed this later after writing my post. Since I at the time only had Hubspot Professional, I could only create one dashboard. And a repo...Beitrag ansehen
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