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confidentmac
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Miembro desde ‎ago 2, 2017
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fsta en Febrero 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 Leer más
128 Me gusta
74 Respuestas
Participante
Enero 09, 2018
@FTSunny , see my previous replies regarding working with Import2.
maximilianq en Diciembre 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 Leer más
464 Me gusta
134 Respuestas
Participante
Enero 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...Leer más
fsta en Febrero 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 Leer más
128 Me gusta
74 Respuestas
Participante
Enero 09, 2018
@FTSunny , see my previous replies regarding working with Import2.
Resuelta
confidentmac en Noviembre 15, 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 Leer más
0 Me gusta
2 Respuestas
Participante
Noviembre 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...Leer más
Resuelta
confidentmac en Noviembre 15, 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 Leer más
0 Me gusta
2 Respuestas
Participante
Noviembre 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...Leer más
fsta en Febrero 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 Leer más
128 Me gusta
74 Respuestas
Participante
Enero 09, 2018
@FTSunny , see my previous replies regarding working with Import2.
Guarda tu contenido favorito para acceder rápidamente a él.
Siempre hay que empezar por algún lado, por ejemplo, podrías comenzar por contarnos un poco sobre tus intereses.

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