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2chars
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Member since ‎Apr 5, 2020
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  • Upvotes Given
    26
  • Upvotes Received
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Jake Matta

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ybn on October 22, 2020
It should be possible to import deals with line items
150 upvotes
67 Replies
Contributor
November 18, 2021
This makes it hard to adopt HubSpot! Much needed.
Solved
OliviaB on November 30, 2020
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property read more
57 upvotes
82 Replies
Contributor
February 23, 2021
@CBader found this after a long time designing a workflow with a clone of itself that it can enroll so each runs on alternating days, each accompli...read more
2chars on January 06, 2021
We've read a lot about using these properties, but I'd love to hear some real world examples. For instance - what's your process for sending leads to salespeople? How do salespeople qualify and unqualify leads (would you use SQL-Unqualified for read more
Solved
kelly_h on July 14, 2017
Is there a way I can view leads that have changed from one stage to another? I want to pull a list of contacts that have changed from MQL to SQL and then SQL to Opportunity, and so on. I know I can pull a report that includes current lifecycle sta read more
2 upvotes
6 Replies
Contributor
January 06, 2021
Hey @Andy3 ! Do you mind sharing screenshots of your custom report?
Court_CDS on May 03, 2017
PLEASE, PLEASE make the column width adjustable like Excel for example. Salesforce has this capability which allows for seeing many more data points on the Contact Record. Currently, I can see about 4-5 columns on a 24" monitor before I have to sc read more
142 upvotes
75 Replies
Contributor
December 17, 2020
@NCO why'd you remind me! haha I do have that problem every week... thankfully it's not something I desperately need but it is an odd quirk every t...read more
Court_CDS on May 03, 2017
PLEASE, PLEASE make the column width adjustable like Excel for example. Salesforce has this capability which allows for seeing many more data points on the Contact Record. Currently, I can see about 4-5 columns on a 24" monitor before I have to sc read more
142 upvotes
75 Replies
Contributor
December 17, 2020
@NCO why'd you remind me! haha I do have that problem every week... thankfully it's not something I desperately need but it is an odd quirk every t...read more
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