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abenrob
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abenrob en Abril 10, 2020
How to make a list from an absence of an association?
For a sales data migration task, It would be very useful to be able to make a list of contacts (with certain properties) who DON'T have an active deal. This would allow our folks to identify accounts that may have had issues in the migration. I can Leer más
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abenrob
Participante
Abril 10, 2020
Thanks! I didn't realize associations were listed in the contact properties.
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abenrob en Abril 10, 2020
How to make a list from an absence of an association?
For a sales data migration task, It would be very useful to be able to make a list of contacts (with certain properties) who DON'T have an active deal. This would allow our folks to identify accounts that may have had issues in the migration. I can Leer más
Responder Conversación
0 Me gusta
2 Respuestas
abenrob
Participante
Abril 10, 2020
Thanks! I didn't realize associations were listed in the contact properties.
abenrob en Marzo 24, 2020
Deals, Line-Items and Recurrent Products
Hello, I'm a bit confused by the relationship between Deals, Products and Line-Items... We have recurrent products which I need to incorporate in HubSpot as Deals. What are the actual steps here? This is my naïve understanding: Create deal with Leer más
Responder Conversación Deals
1 Me gusta
6 Respuestas
abenrob
Participante
Marzo 26, 2020
Hm. So to do recurrent revenue reporting, forecasting, etc. we need to have an enterperise plan? We're a pretty small start-up at this point, and ent...Leer más
abenrob en Marzo 24, 2020
Deals, Line-Items and Recurrent Products
Hello, I'm a bit confused by the relationship between Deals, Products and Line-Items... We have recurrent products which I need to incorporate in HubSpot as Deals. What are the actual steps here? This is my naïve understanding: Create deal with Leer más
Responder Conversación Deals
1 Me gusta
6 Respuestas
abenrob
Participante
Marzo 26, 2020
Hm. So to do recurrent revenue reporting, forecasting, etc. we need to have an enterperise plan? We're a pretty small start-up at this point, and ent...Leer más
abenrob en Marzo 24, 2020
Deals, Line-Items and Recurrent Products
Hello, I'm a bit confused by the relationship between Deals, Products and Line-Items... We have recurrent products which I need to incorporate in HubSpot as Deals. What are the actual steps here? This is my naïve understanding: Create deal with Leer más
Responder Conversación Deals
1 Me gusta
6 Respuestas
abenrob
Participante
Marzo 26, 2020
Hm. So to do recurrent revenue reporting, forecasting, etc. we need to have an enterperise plan? We're a pretty small start-up at this point, and ent...Leer más
abenrob en Marzo 24, 2020
Deals, Line-Items and Recurrent Products
Hello, I'm a bit confused by the relationship between Deals, Products and Line-Items... We have recurrent products which I need to incorporate in HubSpot as Deals. What are the actual steps here? This is my naïve understanding: Create deal with Leer más
Responder Conversación Deals
1 Me gusta
6 Respuestas
abenrob
Participante
Marzo 26, 2020
Hm. So to do recurrent revenue reporting, forecasting, etc. we need to have an enterperise plan? We're a pretty small start-up at this point, and ent...Leer más
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