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RICWAH
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Membre depuis ‎nov. 13, 2019
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  • Mentions J'aime obtenues
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RICWAH le Janvier 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 Lire la suite
Répondre Discussion Professional
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2 Réponses
RICWAH
Contributeur
Janvier 26, 2021
Thanx! Your solution is correct 🙂 But unfortunately field level permissions is only available in the Enterprise license. We only have the Profess...Lire la suite
Résolues
RICWAH le Janvier 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 Lire la suite
Répondre Discussion Professional
0 Mention J'aime
2 Réponses
RICWAH
Contributeur
Janvier 26, 2021
Thanx! Your solution is correct 🙂 But unfortunately field level permissions is only available in the Enterprise license. We only have the Profess...Lire la suite
Résolues
Ying le Novembre 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 Lire la suite
Répondre Discussion
25 Mentions J'aime
16 Réponses
RICWAH
Contributeur
Décembre 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...Lire la suite
rjurbala le 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 Lire la suite
Répondre Idée Deals
73 Mentions J'aime
33 Réponses
RICWAH
Contributeur
Décembre 23, 2019
Yes! It should be optional to have decimals in deals or not.
Résolues
RICWAH le Novembre 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 Lire la suite
Répondre Discussion Sales Dashboard
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5 Réponses
RICWAH
Contributeur
Décembre 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...Lire la suite
Résolues
RICWAH le Novembre 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 Lire la suite
Répondre Discussion Sales Dashboard
0 Mention J'aime
5 Réponses
RICWAH
Contributeur
Décembre 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...Lire la suite
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