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confidentmac
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Member since ‎Aug 2, 2017
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confidentmac
Participant
January 09, 2018
Reply to CRM Deal Import - Automatically Associate with Contacts
@FTSunny , see my previous replies regarding working with Import2.
confidentmac
Participant
January 06, 2018
Reply to Renewable/Recurring Deals
@Dan1 , this seems great for users who are paying for HubSpot Sales Professional. My pipeline for recurring deals is much simpler than yours and a s...read more
confidentmac
Participant
November 15, 2017
Reply to CRM Deal Import - Automatically Associate with Contacts
Once again, contact Import2 for this service for now.
confidentmac
Participant
November 15, 2017
Reply to How to filter records showing those with single checkbox unchecked
Thanks, Phil. From the standpoint of a yes/no picklist, which is what this is, that makes sense and I will act on it. I'll post to HubSpot Ideas that...read more
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confidentmac on November 15, 2017
How to filter records showing those with single checkbox unchecked
I created a single-checkbox field to indicate customers I've archived because I no longer work with them. I checked the box for one customer. Then I went to the contacts list and added a filter to show all contacts without the box checked. Howev read more
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confidentmac
Participant
November 09, 2017
Reply to CRM Deal Import - Automatically Associate with Contacts
@datafreak Did you see my post two before you? Are you needing to import deals regularly or just right now with your data archive?
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