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JPs12
Teilnehmer/-in | Diamond Partner
Teilnehmer/-in | Diamond Partner
Mitglied seit ‎Okt 13, 2020
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Geo on Februar 12, 2019
Autocalculate margin & gross margin
If Hubspot was able to calcuate gross margin from margin and amount fields it would make the inputting of deals a much more efficient process for our business. It would also make reporting on these figures much simpler, its a basic requirement of an Beitrag ansehen
Antworten Idee Deals Sales Reporting
139 Likes
81 Antworten
JPs12
Teilnehmer/-in | Diamond Partner
September 08, 2023
@HubDoPete no custom code is needed so this is available solution for Pro subscriptions forward. Workflow is deal based and is being triggered ...Beitrag ansehen
Geo on Februar 12, 2019
Autocalculate margin & gross margin
If Hubspot was able to calcuate gross margin from margin and amount fields it would make the inputting of deals a much more efficient process for our business. It would also make reporting on these figures much simpler, its a basic requirement of an Beitrag ansehen
Antworten Idee Deals Sales Reporting
139 Likes
81 Antworten
JPs12
Teilnehmer/-in | Diamond Partner
September 08, 2023
@HubDoPete no custom code is needed so this is available solution for Pro subscriptions forward. Workflow is deal based and is being triggered ...Beitrag ansehen
suziedugger on Oktober 21, 2020
Copy Product Information
Now that we're able to add custom fields/properties to products there is a need to be able to copy and/or associate that property to other HubSpot objects. For instance, I have color variants for a product but I can't get that to copy or asso Beitrag ansehen
Antworten Idee Products and Quotes
204 Likes
42 Antworten
JPs12
Teilnehmer/-in | Diamond Partner
Juni 29, 2023
Upvoting this. This seems to be connected to the case where you are unable to use Sales margin from Line Items as a deal properties which is pretty n...Beitrag ansehen
smulhollen on Januar 05, 2021
Import Goals
We use goals to enter a monthly quota for sales reps. Unfortunately, there is not a way to import a spreadsheet of 30 sales reps into goals. I have to manually enter each month for them. Would love to import the whole spreadsheet.
Antworten Idee Users & Teams & Permissions
24 Likes
11 Antworten
JPs12
Teilnehmer/-in | Diamond Partner
Februar 07, 2023
This is a feature that definately needs to be a part of Forecasting tool. I needed to create monthly goals for 20 reps for three different pipelines...Beitrag ansehen
Geo on Februar 12, 2019
Autocalculate margin & gross margin
If Hubspot was able to calcuate gross margin from margin and amount fields it would make the inputting of deals a much more efficient process for our business. It would also make reporting on these figures much simpler, its a basic requirement of an Beitrag ansehen
Antworten Idee Deals Sales Reporting
139 Likes
81 Antworten
JPs12
Teilnehmer/-in | Diamond Partner
September 08, 2023
@HubDoPete no custom code is needed so this is available solution for Pro subscriptions forward. Workflow is deal based and is being triggered ...Beitrag ansehen
ChloeCore on September 10, 2020
Tokens on meeting configuration not working
Hi! I had a contact book in via meetings link and it created a meeting. I have set up for a company token 'Name' to go into the meeting's invite subject (see screenshot), but the company name didn't show up when the meeting came through into my Beitrag ansehen
Antworten Diskussion Meetings
0 Likes
9 Antworten
JPs12
Teilnehmer/-in | Diamond Partner
September 09, 2021
This is a problem. One should definately be able to use those contact/company properties that are gathered from the person booking the meeting from t...Beitrag ansehen
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