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DdeCastro
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Member since ‎Jan 24, 2021
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Daniel de Castro

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GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
Reply Idea Contacts & Companies Deals
554 upvotes
229 Replies
DdeCastro
Member
February 16, 2022
This is a must!!! Why is it taking so long???
DdeCastro on April 12, 2021
Automatic weekly/monthly snapshot export of the deals "Schedule excel-spreadsheet export view"
We really need to have a weekly/monthly snapshot of the status of our deals on the pipeline. Since this is a recurring task, I find that Hubspot should have a way of making this procedure more automatic. "Schedule excel-spreadsheet export view"
Reply Idea Deals
3 upvotes
3 Replies
DdeCastro
Member
January 10, 2022
Sadly no 😞
DdeCastro on April 12, 2021
Automatic weekly/monthly snapshot export of the deals "Schedule excel-spreadsheet export view"
We really need to have a weekly/monthly snapshot of the status of our deals on the pipeline. Since this is a recurring task, I find that Hubspot should have a way of making this procedure more automatic. "Schedule excel-spreadsheet export view"
Reply Idea Deals
3 upvotes
3 Replies
DdeCastro
Member
January 10, 2022
Sadly no 😞
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