Syeda_Fatima

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Top Contributor | Diamond Partner

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solutions
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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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Syeda_Fatima

Top Contributor | Diamond Partner

August 22, 2024

Reply to Deal Report Help

Oh yeah! this has been added recently for the professionals as well. Great finding, thanks much @karstenkoehler

Syeda_Fatima

Top Contributor | Diamond Partner

August 22, 2024

Reply to Deal Report Help

@AJ_Kakrot Calculated properties are available only in HubSpot's Enterprise . With the Professional plan, you would not have access to this...read more

Syeda_Fatima

Top Contributor | Diamond Partner

August 22, 2024

Reply to Deal Report Help

Hey @AJ_Kakrot , yeah! I can assist you in setting up the report by first analyzing whether your HubSpot portal has access to create calculation pro...read more

Syeda_Fatima

Top Contributor | Diamond Partner

August 22, 2024

Reply to Troubling to set the workflow logic for the quote assigning

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

Syeda_Fatima

Top Contributor | Diamond Partner

August 21, 2024

Reply to Deal Report Help

Hey @AJ_Kakrot , Hope you are doing well! I've some idea to showcases unique deals with the latest notes entered by the deal owner, and also to...read more

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

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