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benphillips
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Member since ‎Oct 25, 2017
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benphillips on January 21, 2021
Changing email address on behalf of user
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
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benphillips on January 03, 2018
Schedule Deal export - is it possible?
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
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6 upvotes
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benphillips
Member
January 12, 2018
https://community.hubspot.com/t5/HubSpot-Ideas/Schedule-Deal-export/idi-p/168054
benphillips on January 12, 2018
Schedule Deal export
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
Reply Idea Sales Reporting
75 upvotes
23 Replies
Solved
benphillips on January 03, 2018
Schedule Deal export - is it possible?
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
Reply Discussion
6 upvotes
4 Replies
benphillips
Member
January 12, 2018
https://community.hubspot.com/t5/HubSpot-Ideas/Schedule-Deal-export/idi-p/168054
Solved
benphillips on December 11, 2017
Removing weighted average from dashboard forecasts
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
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4 upvotes
2 Replies
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