VCheung

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solutions
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69
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Vernon Cheung

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Activity

KeeganSmith87 on August 06, 2019

Annual revenue calculated based on either rolling or static date range

I'd really like to be able to do the following, from a customer segmentation point of view: Create a calculated property in which we can display: Number of deals associated in a 12 month rolling (or static) set of dates (for instance, "total r read more

Reply Idea Contacts & Companies

15 upvotes

7 Replies

VCheung

Contributor

November 27, 2023

Bumped

esundance on May 12, 2017

How do you duplicate a Deal?

I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.

Reply Idea

149 upvotes

76 Replies

VCheung

Contributor

September 27, 2023

I am at the point that I already prepare myself before searching for a solution on Hubspot, that it most likely has been posted as an idea on the com...read more

Solved

SatyamSahay14 on September 08, 2017

Migrating Website from Hubspot to Wordpress

Hi All, I would be really obliged if any of you could help me with this migration process. I have website build in Hubspot. But now I need to migrate this website from Hubspot to Wordress without any loss of data and minimum changes. Please read more

Reply Discussion

3 upvotes

18 Replies

VCheung

Contributor

July 10, 2023

Well articulated!!! This is the truth they don't tell you until you are deep in the ecosystem.

ybn on October 22, 2020

Import deals with line items

It should be possible to import deals with line items

Reply Idea Deals

148 upvotes

67 Replies

VCheung

Contributor

March 16, 2023

The issue I'm finding amongst the many basic features missing is I have to manually update all the line items to all previous deals which is just unr...read more

suziedugger on October 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 read more

Reply Idea Products and Quotes

194 upvotes

40 Replies

VCheung

Contributor

March 15, 2023

Just another bump and upvote from me

iamestyk on June 28, 2018

how to utilize "top engaged contacts" from a marketing email

There is a great new dashboard in the marketing performance tab within each email that has been sent through HubSpots marketing portal. it shows how many times each contact has opened/clicked an email. unfortunatley at the moment there is no act read more

Reply Idea Marketing Emails

199 upvotes

75 Replies

VCheung

Contributor

March 13, 2023

Hi All, This would be a great feature to have and all the suggestions are exactly what is needed. I just had a meeting with our marketing and...read more

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