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RICWAH
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Member since ‎Nov 13, 2019
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Richard Wahlstedt

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RICWAH on January 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 read more
Reply Discussion Professional
0 upvote
2 Replies
RICWAH
Contributor
January 26, 2021
Thanx! Your solution is correct 🙂 But unfortunately field level permissions is only available in the Enterprise license. We only have the Profess...read more
Solved
RICWAH on January 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 read more
Reply Discussion Professional
0 upvote
2 Replies
RICWAH
Contributor
January 26, 2021
Thanx! Your solution is correct 🙂 But unfortunately field level permissions is only available in the Enterprise license. We only have the Profess...read more
Solved
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 read more
Reply Discussion
25 upvotes
16 Replies
RICWAH
Contributor
December 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...read more
rjurbala on May 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 read more
Reply Idea Deals
73 upvotes
33 Replies
RICWAH
Contributor
December 23, 2019
Yes! It should be optional to have decimals in deals or not.
Solved
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 read more
Reply Discussion Sales Dashboard
0 upvote
5 Replies
RICWAH
Contributor
December 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...read more
Solved
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 read more
Reply Discussion Sales Dashboard
0 upvote
5 Replies
RICWAH
Contributor
December 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...read more
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