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confidentmac
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Membro desde ‎ago 2, 2017
  • Soluções
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    3
  • Avaliações positivas dadas
    3
  • Avaliações positivas recebidas
    3
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fsta on Fevereiro 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 Leia mais
128 avaliações positivas
74 Respostas
Participante
Janeiro 09, 2018
@FTSunny , see my previous replies regarding working with Import2.
maximilianq on Dezembro 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 Leia mais
464 avaliações positivas
134 Respostas
Participante
Janeiro 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...Leia mais
fsta on Fevereiro 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 Leia mais
128 avaliações positivas
74 Respostas
Participante
Janeiro 09, 2018
@FTSunny , see my previous replies regarding working with Import2.
Solucionado
confidentmac on Novembro 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 Leia mais
0 avaliações positivas
2 Respostas
Participante
Novembro 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...Leia mais
Solucionado
confidentmac on Novembro 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 Leia mais
0 avaliações positivas
2 Respostas
Participante
Novembro 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...Leia mais
fsta on Fevereiro 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 Leia mais
128 avaliações positivas
74 Respostas
Participante
Janeiro 09, 2018
@FTSunny , see my previous replies regarding working with Import2.
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