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shan2
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Membre depuis ‎août 17, 2020
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HeathVE le Février 14, 2020
Feature request: Auto update currency conversion rates
Our company's main currency is $AUD but we also do some business in New Zealand. I have added the NZ currency option, but was surprised that it asked me to manually configure the conversion rate. It would be quite simple to link the conversion rate Lire la suite
Répondre Idée Deals
145 Mentions J'aime
83 Réponses
shan2
Participant
Août 01, 2022
Multiple currencies were important to us so we asked about the capabilities, but didn't even think that exchange rates would have to be manually upda...Lire la suite
ivnbarrera le Décembre 19, 2018
Sequences Data Export
Hi, Just wanted to know if there is a posibility to export data from Hubspot Sequences (I'm looking for API or something like that) I need enough granularity so I can know which contact belongs to which sequence ( so I can export and compare data Lire la suite
Répondre Discussion Developer tools
55 Mentions J'aime
13 Réponses
shan2
Participant
Mai 09, 2022
Any Hubspot folks have any suggestions for workarounds since this isn't available?
FinallyMatt le Juillet 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom Lire la suite
Répondre Idée Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
118 Mentions J'aime
36 Réponses
shan2
Participant
Octobre 11, 2021
Yeah that's what we're having to do. Was hoping to at least come up with a way to catch ones falling through the cracks but that doesn't seem to be p...Lire la suite
FinallyMatt le Juillet 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom Lire la suite
Répondre Idée Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
118 Mentions J'aime
36 Réponses
shan2
Participant
Octobre 11, 2021
Yeah that's what we're having to do. Was hoping to at least come up with a way to catch ones falling through the cracks but that doesn't seem to be p...Lire la suite
FinallyMatt le Juillet 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom Lire la suite
Répondre Idée Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
118 Mentions J'aime
36 Réponses
shan2
Participant
Octobre 11, 2021
Yeah that's what we're having to do. Was hoping to at least come up with a way to catch ones falling through the cracks but that doesn't seem to be p...Lire la suite
charingkam le Novembre 08, 2018
Dashboard cannot use date filter when using cross-reporting across contacts and companies
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect Lire la suite
Répondre Idée Dashboards & Reports
353 Mentions J'aime
111 Réponses
shan2
Participant
Juin 03, 2021
Really disappointed that this wasn't included as a fix in the new report builder beta. How is this going unseen/unaddressed? Is it not imperative for...Lire la suite
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