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confidentmac
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Member since ‎Aug 2, 2017
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fsta on February 16, 2017
CRM Deal Import - Automatically Associate with Contacts
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
Reply Idea Contacts & Companies Deals
128 upvotes
74 Replies
confidentmac
Participant
January 09, 2018
@FTSunny , see my previous replies regarding working with Import2.
maximilianq on December 30, 2016
Renewable/Recurring Deals
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
Reply Idea Deals
464 upvotes
134 Replies
confidentmac
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
CRM Deal Import - Automatically Associate with Contacts
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
Reply Idea Contacts & Companies Deals
128 upvotes
74 Replies
confidentmac
Participant
January 09, 2018
@FTSunny , see my previous replies regarding working with Import2.
Solved
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
Reply Discussion
0 upvote
2 Replies
confidentmac
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 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
Reply Discussion
0 upvote
2 Replies
confidentmac
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
CRM Deal Import - Automatically Associate with Contacts
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
Reply Idea Contacts & Companies Deals
128 upvotes
74 Replies
confidentmac
Participant
January 09, 2018
@FTSunny , see my previous replies regarding working with Import2.
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