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DCowan
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Member since ‎Apr 1, 2021
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Dan Cowan

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DCowan on June 23, 2022
Hi HubSpot, I'm confused that I can make a workflow to create notifications of Deals that have a close date that is past or before another date property I have created but can't make a report to show all deals that fit the same attributes. I read more
0 upvote
2 Replies
DCowan on June 02, 2022
We have replaced the Country/Region default property with a Country List property so that it more accurately reports on regional sales efforts. Dealing with misspellings and acornyms makes this one of my least favorite default properties. Having read more
2 upvotes
1 Reply
maximelexstart on September 21, 2018
Hey there! For us to be able to create forms that use Deal Properties would be amazing. Is that something easily feasible? Thank you.
265 upvotes
87 Replies
Participant
April 08, 2022
I'm curious if we can't put Deal properties into Forms it would also work if I could at least map properties from the contact to the deal they are at...read more
DCowan on January 20, 2022
Hi, Because my companies products are complex involving many engineering drawings and multiple iterations it would be amazing to know the date an attachment was added to a contact,company,etc. This would let us know in a quick glance at the atta read more
0 upvote
1 Reply
MMGF on May 06, 2021
My company has 4 sales divisions. In hubspot, I set up TEAMS to have customized properties in their contact and deal view. I noticed you can not have multiple views when ADDING A NEW DEAL....even though after the deal has been added, you can t read more
13 upvotes
1 Reply
Participant
May 07, 2021
This really needs to happen to both the deals pipeline and the service ticket pipelines. We have 4 different support pipelines and 4 sales pipelines ...read more
Solved
DCowan on April 01, 2021
I'm attempting to email the list of closed deals this quarter report using the dashboard email feature. It works but the pdf and powerpoint attachment only shows the top 8 deals and cuts off the rest. Is there a way to make sure it lists out all of read more
1 upvote
4 Replies
Participant
May 07, 2021
This is the solution I've been using adn appreciate the advice, but because I'm exporting this for a board of directors presentation I had hoped to t...read more
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