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AndrewCus
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Membre depuis ‎mars 10, 2020
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cfleishman le Août 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 Lire la suite
Répondre Idée Deals
1823 Mentions J'aime
559 Réponses
AndrewCus
Participant
Juillet 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 ...Lire la suite
AndrewCus le Mai 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 Lire la suite
Répondre Discussion Sales Content Analytics
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HealthcareUser le Janvier 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
Répondre Discussion Dashboards Deals
14 Mentions J'aime
12 Réponses
AndrewCus
Participant
Mai 21, 2020
Seems this post was done in 2017 and notes it is a highly requested feature. Any updates as it is now 2020?
Résolues
AndrewCus le Mars 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 Lire la suite
Répondre Discussion Deals
0 Mention J'aime
3 Réponses
AndrewCus
Participant
Mars 12, 2020
Thank you for the information Phil. I'll work with our team to see how we can do that. Andrew
Résolues
AndrewCus le Mars 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 Lire la suite
Répondre Discussion Deals
0 Mention J'aime
3 Réponses
AndrewCus
Participant
Mars 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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