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DMcG
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Member since ‎Apr 3, 2020
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David McGrath

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Activity

cfleishman on August 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 read more
Reply Idea Deals
1822 upvotes
559 Replies
DMcG
Member
March 10, 2021
Just to add my name to the choir on this. Cloning deals is really useful and I woudl request that HubSpot look to develop this functionality Than...read more
Solved
DMcG on August 11, 2020
Activity reports
Hi All, Is it possible to filter on the inclusion of a specific word in call notes or notes in the activity reporting. It will only allow me to include and rather than Thansk a lot for your help David
Reply Discussion Sales Dashboard
0 upvote
1 Reply
DMcG on July 24, 2020
Call notes not exporting
HI All, I am trying to export call notes on activities related to a specific campaign. Although I can see them on the dashboard, when I go to export the report the call notes come up as blank in the excel download How do I do this? Tha read more
Reply Discussion
0 upvote
1 Reply
Solved
DMcG on April 03, 2020
Required contact properties
Hi, Is there a way to make certain properties required when creating a contact such as e-mail or job title? Thanks a lot
Reply Discussion
0 upvote
2 Replies
DMcG
Member
July 20, 2020
Thanks a lot this was helpful David
Solved
DMcG on May 08, 2020
Deal "created by" recording
Hi All, Is there a way to create a property field that will record who created opportunities in the CRM and if so what module do you need to be on? Thanks a lot David
Reply Discussion Deals
0 upvote
2 Replies
Solved
DMcG on April 03, 2020
Required contact properties
Hi, Is there a way to make certain properties required when creating a contact such as e-mail or job title? Thanks a lot
Reply Discussion
0 upvote
2 Replies
DMcG
Member
July 20, 2020
Thanks a lot this was helpful David
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