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benphillips
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Member since ‎Oct 25, 2017
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benphillips on January 21, 2021
I don't think there's a way for admin to change a user's email address on their behalf. However the user can't do it themselves as their username is an old domain we no longer have access to, and since the account has been used for a while it's imme read more
1 upvote
1 Reply
Community Manager
January 21, 2021
Hi @benphillips , Thanks for reaching out to the HubSpot Community. Yes, you are correct- user's email address can only be changed by thems...read more
Solved
benphillips on January 03, 2018
Is it possible to *schedule* an export of the Deals in a given Pipeline? i.e. once a week, email an XLSX file to me@mycompany.com? ( https://knowledge.hubspot.com/articles/kcs_article/contacts/how-do-i-export-my-contact-company-and-deal-records- read more
4 upvotes
4 Replies
August 13, 2021
Hi @edjusten please can you give an example of scheduled a report that is possible in other parts of the tool?
benphillips on January 12, 2018
Feature request to allow scheduling an export of the Deals in a given Pipeline, e.g. once a week, email an XLSX file to me@mycompany.com ( https://knowledge.hubspot.com/articles/kcs_article/contacts/how-do-i-export-my-contact-company-and-deal- read more
58 upvotes
16 Replies
Member
August 30, 2022
Would be great if this feature could be added! I need to export deals and mail it every week, automating this process would be super.
Solved
benphillips on January 03, 2018
Is it possible to *schedule* an export of the Deals in a given Pipeline? i.e. once a week, email an XLSX file to me@mycompany.com? ( https://knowledge.hubspot.com/articles/kcs_article/contacts/how-do-i-export-my-contact-company-and-deal-records- read more
4 upvotes
4 Replies
August 13, 2021
Hi @edjusten please can you give an example of scheduled a report that is possible in other parts of the tool?
Solved
benphillips on December 11, 2017
Is there a way to disable the weighed average from the Sales Dashboard forecasts? i.e. have the total deal amount for all deal stages in a pipeline (rather than by multiplying the deal amount by deal stage probability) https://knowledge.hub read more
2 upvotes
2 Replies
Contributor
March 15, 2018
The way I've worked around this is to create a new report that uses "Amount" rather than "Forecasted Amount" in the Deal Stage Measures criteria. If ...read more
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