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Syeda_Fatima
Top Contributor | Diamond Partner
(She/her)
Top Contributor | Diamond Partner
Member since ‎Jan 9, 2020
Message
  • solutions
    89
  • Replies
    205
  • Upvotes Given
    28
  • Upvotes Received
    211
  • Ideas
    2

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Syeda Nabeela Fatima

Java, Springboot, UI & Markup Language | HubSpot Certified | HubSpot & Mautic Specialist | MakeWebBetter HubSpot Diamond Solutions Partner

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Solved
AJ_Kakrot on August 21, 2024
Deal Report Help
Hello, I need help to create a deal and notes custom reports, with this report I want to show case the deals which are created in the current month and show the latest notes that has been entered by the deal owner. I have already created the read more
Reply Discussion Professional
1 upvote
11 Replies
Syeda_Fatima
Top Contributor | Diamond Partner
August 22, 2024
Oh yeah! this has been added recently for the professionals as well. Great finding, thanks much @karstenkoehler
Solved
AJ_Kakrot on August 21, 2024
Deal Report Help
Hello, I need help to create a deal and notes custom reports, with this report I want to show case the deals which are created in the current month and show the latest notes that has been entered by the deal owner. I have already created the read more
Reply Discussion Professional
1 upvote
11 Replies
Syeda_Fatima
Top Contributor | Diamond Partner
August 22, 2024
Oh yeah! this has been added recently for the professionals as well. Great finding, thanks much @karstenkoehler
Solved
AJ_Kakrot on August 21, 2024
Deal Report Help
Hello, I need help to create a deal and notes custom reports, with this report I want to show case the deals which are created in the current month and show the latest notes that has been entered by the deal owner. I have already created the read more
Reply Discussion Professional
1 upvote
11 Replies
Syeda_Fatima
Top Contributor | Diamond Partner
August 22, 2024
Oh yeah! this has been added recently for the professionals as well. Great finding, thanks much @karstenkoehler
Syeda_Fatima on August 21, 2024
Troubling to set the workflow logic for the quote assigning
Hey Folks, I’ve developed a workflow for quote enrollment involving two quotes, which we'll refer to as Quote A and Quote B. Here’s a brief overview of how it’s set up: Quote A Workflow : Assign the quote to a person for approval. Im read more
Reply Discussion Workflows
0 upvote
2 Replies
Syeda_Fatima
Top Contributor | Diamond Partner
August 22, 2024
Thanks much @PamCotton , this is helpful! Could you please assist me in more better way, with adding a condition to check the approver’s avail...read more
Solved
AJ_Kakrot on August 21, 2024
Deal Report Help
Hello, I need help to create a deal and notes custom reports, with this report I want to show case the deals which are created in the current month and show the latest notes that has been entered by the deal owner. I have already created the read more
Reply Discussion Professional
1 upvote
11 Replies
Syeda_Fatima
Top Contributor | Diamond Partner
August 22, 2024
Oh yeah! this has been added recently for the professionals as well. Great finding, thanks much @karstenkoehler
Syeda_Fatima on August 21, 2024
Troubling to set the workflow logic for the quote assigning
Hey Folks, I’ve developed a workflow for quote enrollment involving two quotes, which we'll refer to as Quote A and Quote B. Here’s a brief overview of how it’s set up: Quote A Workflow : Assign the quote to a person for approval. Im read more
Reply Discussion Workflows
0 upvote
2 Replies
Syeda_Fatima
Top Contributor | Diamond Partner
August 22, 2024
Thanks much @PamCotton , this is helpful! Could you please assist me in more better way, with adding a condition to check the approver’s avail...read more
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