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gmoyle_kettleco
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Membre depuis ‎août 12, 2020
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Gary Moyle

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gmoyle_kettleco le Septembre 08, 2020
Forecasting upcoming deal delivery dates in Hubspot
I have a custom deal property that contains the delivery date for the associated deal (in this case it will be a new kitchen). I'd like to create a dashboard in Hubspot that reports on the t otal value of deals to be delivered in the month ahea Lire la suite
Répondre Discussion Deals
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gmoyle_kettleco
Membre
Septembre 15, 2020
As a follow up to this, we would need to purchase the reporting module to create this view. What I have done in the meantime is create a custom ...Lire la suite
Résolues
gmoyle_kettleco le Septembre 08, 2020
Forecasting upcoming deal delivery dates in Hubspot
I have a custom deal property that contains the delivery date for the associated deal (in this case it will be a new kitchen). I'd like to create a dashboard in Hubspot that reports on the t otal value of deals to be delivered in the month ahea Lire la suite
Répondre Discussion Deals
0 Mention J'aime
5 Réponses
gmoyle_kettleco
Membre
Septembre 15, 2020
As a follow up to this, we would need to purchase the reporting module to create this view. What I have done in the meantime is create a custom ...Lire la suite
gmoyle_kettleco le Septembre 08, 2020
How do I report on deals by stage using a custom property?
I'd like to create a dashboard in Hubspot that reports on the total number of deals by stage filtered by location (I have two showrooms that are listed as a custom contact property which I'd like to use as the filter) Is this possible or would I Lire la suite
Répondre Discussion Sales Dashboard
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gmoyle_kettleco
Membre
Septembre 08, 2020
Thanks for the replay. I'm currently using the starter growth suite. Would I need the reporting add-on to do this? Thanks Gary
gmoyle_kettleco le Septembre 08, 2020
How to update existing deals using custom property
The business I work for has asked me to regularly import and update deals from an external software package. Is there a way of updating existing deals (using an excel import file) that doesn't involve using the deal ID? I have a different unique ide Lire la suite
Répondre Discussion Deals
1 Mention J'aime
2 Réponses
gmoyle_kettleco
Membre
Septembre 08, 2020
Thanks for the reply. I'm using the starter growth suite. Ok so the desktop software is quite old and no longer being developed. There's no A...Lire la suite
Résolues
gmoyle_kettleco le Septembre 08, 2020
Forecasting upcoming deal delivery dates in Hubspot
I have a custom deal property that contains the delivery date for the associated deal (in this case it will be a new kitchen). I'd like to create a dashboard in Hubspot that reports on the t otal value of deals to be delivered in the month ahea Lire la suite
Répondre Discussion Deals
0 Mention J'aime
5 Réponses
gmoyle_kettleco
Membre
Septembre 15, 2020
As a follow up to this, we would need to purchase the reporting module to create this view. What I have done in the meantime is create a custom ...Lire la suite
gmoyle_kettleco le Septembre 08, 2020
How to update existing deals using custom property
The business I work for has asked me to regularly import and update deals from an external software package. Is there a way of updating existing deals (using an excel import file) that doesn't involve using the deal ID? I have a different unique ide Lire la suite
Répondre Discussion Deals
1 Mention J'aime
2 Réponses
gmoyle_kettleco
Membre
Septembre 08, 2020
Thanks for the reply. I'm using the starter growth suite. Ok so the desktop software is quite old and no longer being developed. There's no A...Lire la suite
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