プロフィール

abenrob
参加者
コミュニティー参加日: ‎3 24, 2020
  • ベストアンサー数
    0
  • 件の返信
    4
  • いいね!した数
    1
  • いいね!獲得数
    1
  • ご意見・ご提案
    0

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Adam Roberts

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アクティビティ

解決済み
abenrob 4月 10日, 2020
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 続きを読む
0 いいね!
2 コメント
参加者
4月 10日, 2020
Thanks! I didn't realize associations were listed in the contact properties.
解決済み
abenrob 4月 10日, 2020
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 続きを読む
0 いいね!
2 コメント
参加者
4月 10日, 2020
Thanks! I didn't realize associations were listed in the contact properties.
abenrob 3月 24日, 2020
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 続きを読む
1 いいね!
6 コメント
参加者
3月 26日, 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...続きを読む
abenrob 3月 24日, 2020
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 続きを読む
1 いいね!
6 コメント
参加者
3月 26日, 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...続きを読む
abenrob 3月 24日, 2020
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 続きを読む
1 いいね!
6 コメント
参加者
3月 26日, 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...続きを読む
abenrob 3月 24日, 2020
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 続きを読む
1 いいね!
6 コメント
参加者
3月 26日, 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...続きを読む
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