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DanCowan17
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Member since ‎Jan 29, 2021
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DanCowan17 on February 13, 2024
Back filling imported deals to get funnel analytics
We just imported deals from NS. I'd like to be able to use the HubSpot funnel analysis to look at deals that have progressed through each stage to start seeing total pipeline conversion and stage-to-stage conversion. Is there a way to set rules read more
Reply Discussion CRM Deals Reports Sales Workaround
1 upvote
3 Replies
DanCowan17
Participant
February 13, 2024
Thanks for confirming my suspicion. And currently we're adding Deals through an Excel import from NetSuite records, but hoping to get the automated N...read more
Solved
DanCowan17 on February 13, 2024
Back filling imported deals to get funnel analytics
We just imported deals from NS. I'd like to be able to use the HubSpot funnel analysis to look at deals that have progressed through each stage to start seeing total pipeline conversion and stage-to-stage conversion. Is there a way to set rules read more
Reply Discussion CRM Deals Reports Sales Workaround
1 upvote
3 Replies
DanCowan17
Participant
February 13, 2024
Thanks for confirming my suspicion. And currently we're adding Deals through an Excel import from NetSuite records, but hoping to get the automated N...read more
DanCowan17 on August 16, 2021
NetSuite App - Where do HubSpot Companies sync?
Hi - we're trying to utilize the HubSpot x NetSuite app connector now available, and are also a Operations Hub Starter account. I have been able to sync HubSpot contacts <> NetSuite Contacts, including custom fields. However, I've setu read more
Reply Discussion Data Sync NetSuite
0 upvote
4 Replies
DanCowan17
Participant
August 19, 2021
Yes, thanks @webdew , understand what it says it's supposed to do, but in NetSuite there is no "Company" record, only the below types of accounts, p...read more
DanCowan17 on August 16, 2021
NetSuite App - Where do HubSpot Companies sync?
Hi - we're trying to utilize the HubSpot x NetSuite app connector now available, and are also a Operations Hub Starter account. I have been able to sync HubSpot contacts <> NetSuite Contacts, including custom fields. However, I've setu read more
Reply Discussion Data Sync NetSuite
0 upvote
4 Replies
DanCowan17
Participant
August 19, 2021
Yes, thanks @webdew , understand what it says it's supposed to do, but in NetSuite there is no "Company" record, only the below types of accounts, p...read more
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