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BLP422
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Member since ‎Jul 30, 2020
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Brett Lloyd Payne

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BLP422 on December 10, 2020
Requesting a, receiving a, giving or rejecting an approval.
Hi. Does HubSpot allow a user to Request an approval Receive an approval Giving or rejecting an approval For example, you may wish to request authorisation to issue a quote if the value of the deal > €10,000. If the answer is read more
Reply Discussion Professional
0 upvote
2 Replies
BLP422 on October 30, 2020
Missing Forecast catagory in Output: Not Forecasted & Most Likely
So in playing with the manual Forecast option in the Forecast beta, we seem to have lost the category of "Most Likely". When a salesperson sets there rating of a Deal in the Forecast screen, they can choose from a list of forecast categories, in read more
Reply Discussion Professional
0 upvote
4 Replies
BLP422
Member
November 26, 2020
No, nothing.
BLP422 on October 30, 2020
Missing Forecast catagory in Output: Not Forecasted & Most Likely
So in playing with the manual Forecast option in the Forecast beta, we seem to have lost the category of "Most Likely". When a salesperson sets there rating of a Deal in the Forecast screen, they can choose from a list of forecast categories, in read more
Reply Discussion Professional
0 upvote
4 Replies
BLP422
Member
November 26, 2020
No, nothing.
AGlynn07 on October 30, 2020
Deal stage funnel with deal totals and conversion rates not updating
I have been using Hubspot for 6 weeks and have set up the "Deal stage funnel with deal totals and conversion rates" to show the conversion rate from each aspect of the sales funnel. Recently I noticed that in the Deals Board view I have for exam read more
Reply Discussion Starter
0 upvote
3 Replies
BLP422
Member
October 30, 2020
I would run with Josh on this as I had a similar experience. Every deal must go through each deal stage one after another, even if its in a stage for...read more
BLP422 on October 30, 2020
Missing Forecast catagory in Output: Not Forecasted & Most Likely
So in playing with the manual Forecast option in the Forecast beta, we seem to have lost the category of "Most Likely". When a salesperson sets there rating of a Deal in the Forecast screen, they can choose from a list of forecast categories, in read more
Reply Discussion Professional
0 upvote
4 Replies
BLP422
Member
November 26, 2020
No, nothing.
BLP422 on August 25, 2020
Remove / hide / round the Decimal places
When creating deals, they are listed with a value. When you have a decent amount of deals you need to turn off the .00 representing pence / cents etc as it can be misleading. £10,000 becomes £10,000.00 which could be mis leading. Be good to read more
Reply Idea Deals
34 upvotes
7 Replies
BLP422
Member
August 25, 2020
Ahhh, I have just been made aware that there is a difference between an deal board and a deal table. They show the .00s differently. Therefore it ...read more
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