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AndrewCus
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cfleishman en Agosto 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of Leer más
Responder Idea Deals
1823 Me gusta
559 Respuestas
AndrewCus
Participante
Julio 23, 2020
Would it not make sense that clone woudl just create a new deal with ALL details from the cloned deal and present said deal just prior to saving and ...Leer más
AndrewCus en May 21, 2020
Pull deal data that can be sorted by deal properties
I need to run sales meetings and would like to pull reports from deals and sort by the deal properties. For example "all deals with partner X".. I can't see how I do that in Hubspot but unsure how I pull all our deal info out to do this in Excel or Leer más
Responder Conversación Sales Content Analytics
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HealthcareUser en Enero 31, 2017
Export pipeline data to Excel for reporting
Hi Hubspot Community, I'm interested in exporting the pipeline sales and quota data form HubSpot into Excel so that I can make my own reporting graphs and figures. Any idea how to do that? Thanks a lot! Sam
Responder Conversación Dashboards Deals
14 Me gusta
12 Respuestas
AndrewCus
Participante
May 21, 2020
Seems this post was done in 2017 and notes it is a highly requested feature. Any updates as it is now 2020?
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AndrewCus en Marzo 10, 2020
Managing deals between 2 instances of HubSpot
We are a small organisation with our own instance of Hubspot. Hubspot has been provided to us by a larger organisation that we are one of the group companies. We will be collaborating on some deals and I'm looking at how we might 'share' deals betwe Leer más
Responder Conversación Deals
0 Me gusta
3 Respuestas
AndrewCus
Participante
Marzo 12, 2020
Thank you for the information Phil. I'll work with our team to see how we can do that. Andrew
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AndrewCus en Marzo 10, 2020
Managing deals between 2 instances of HubSpot
We are a small organisation with our own instance of Hubspot. Hubspot has been provided to us by a larger organisation that we are one of the group companies. We will be collaborating on some deals and I'm looking at how we might 'share' deals betwe Leer más
Responder Conversación Deals
0 Me gusta
3 Respuestas
AndrewCus
Participante
Marzo 12, 2020
Thank you for the information Phil. I'll work with our team to see how we can do that. Andrew
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