Profile

Jung_Yueh_Lien
Participant | Diamond Partner
Participant | Diamond Partner
Member since ‎Jan 26, 2021
Message
  • solutions
    0
  • Replies
    4
  • Upvotes Given
    39
  • Upvotes Received
    10
  • Ideas
    1

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Larry Lien

This user hasn't created a bio yet. Edit your own profile here!

Activity

Emma_Clark on February 20, 2020
Automatically calculate Customer Lifetime Value (CLV) and associate with a contact
It would be great to have details about CLV for each contact. I know it's possible to have a workaround for this ( https://community.hubspot.com/t5/APIs-Integrations/Calculated-properties-for-transactional-data/m-p/238284 ) but as a key metric for m read more
Reply Idea Contacts & Companies Marketing Reporting Sales Reporting
158 upvotes
23 Replies
Jung_Yueh_Lien
Participant | Diamond Partner
June 17, 2024
+1 please create this function
KarlMarx on December 29, 2023
Closing Ratio Report
Hey, I'm trying to create a report for the individual closing ratio of our salespeople as a line chart from 0-100%. I found this post in this regard but it isn't working for me. I get percentages in the thousands.
Reply Discussion Enterprise Reports
0 upvote
3 Replies
Jung_Yueh_Lien
Participant | Diamond Partner
June 17, 2024
There should be an option to display the % of close rate .
rboniek on January 24, 2020
Close Rate Report
Hi everyone! I'm looking to create a report that shows the closing rate percentage for each sales rep. Normally it would just be a simple (deals closed/total leads) calculation, but I can't seem to find that on HubSpot. Is there a way to do thi read more
Reply Idea Sales Dashboard
43 upvotes
26 Replies
Jung_Yueh_Lien
Participant | Diamond Partner
June 17, 2024
There should be an option to display the % of close rate . 😅
maximelexstart on September 21, 2018
Use Deal Properties in Forms
Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.
Reply Idea Forms
629 upvotes
191 Replies
Jung_Yueh_Lien
Participant | Diamond Partner
March 19, 2024
When creating a form, you can select Contact property, Ticket property, Company Property,and custom property on the left side. Why is it that only D...read more
HelenPantel on March 23, 2023
Add possibility to report on meeting attendees
Currently we cannot select or reference meeting attendees in reporting. This would be a very important feature for reporting on sales activities. As several salespeople can attend the same meeting, we're currently unable to accurately report on read more
Reply Idea Sales Reporting
186 upvotes
44 Replies
Jung_Yueh_Lien
Participant | Diamond Partner
October 30, 2023
So needed!
GEiselt on March 01, 2022
Restrict sales email visibility on contact records
We would like to be able to restrict visibility of sales email exchanges on contact records while still allowing our team to view the record itself. Would love an added degree of granularity beyond the object level for limiting visibility/editing ac read more
Reply Idea Contacts & Companies
85 upvotes
41 Replies
Jung_Yueh_Lien
Participant | Diamond Partner
June 09, 2023
We need to restrict access to sensitive emails within the objects.
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.