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confidentmac
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Member since ‎Aug 2, 2017
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  • Upvotes Given
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fsta on February 16, 2017
We need the ability to automatically associate deals with contacts/companies during the import process. We have thousands of deals that have been completed for the current year. Our service is provided on an annual basis. We need the ability read more
127 upvotes
74 Replies
Participant
January 09, 2018
@FTSunny , see my previous replies regarding working with Import2.
maximilianq on December 30, 2016
Some deals are closed once, but are renewed every week, month or year without having to close them again. Therefore, it would be great to have renewable deals that are automatically shown in the dashboard as recurring revenue. This means read more
422 upvotes
131 Replies
Participant
January 06, 2018
@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
fsta on February 16, 2017
We need the ability to automatically associate deals with contacts/companies during the import process. We have thousands of deals that have been completed for the current year. Our service is provided on an annual basis. We need the ability read more
127 upvotes
74 Replies
Participant
January 09, 2018
@FTSunny , see my previous replies regarding working with Import2.
Solved
confidentmac on November 14, 2017
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
0 upvote
2 Replies
Participant
November 15, 2017
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
Solved
confidentmac on November 14, 2017
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
0 upvote
2 Replies
Participant
November 15, 2017
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
fsta on February 16, 2017
We need the ability to automatically associate deals with contacts/companies during the import process. We have thousands of deals that have been completed for the current year. Our service is provided on an annual basis. We need the ability read more
127 upvotes
74 Replies
Participant
January 09, 2018
@FTSunny , see my previous replies regarding working with Import2.
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