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Josh
Recognized Expert | Platinum Partner
Member since ‎Dec 30, 2016
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Josh Curcio

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Solved
Arnunes on February 27, 2024
Hey, I need to attach specific labels within the attachments of each existing deal to identify which document that attachment corresponds to. This will later be utilized with an api to integrate an internal system. Does anyone have any idea read more
Recognized Expert | Platinum Partner
February 27, 2024
Hi @Arnunes , At this time labels are only available for contacts, companies, deals, tickets, and custom objects. They aren't available at the...read more
BCuyvers on February 27, 2024
When using the dashboard, I can see that the data from my 'deals' sales pipeline is incompletely visualized in the template graphs. For example, I know that more than 20 deals have been signed in the last period (as indicated by the filter), but it' read more
1 upvote
10 Replies
Recognized Expert | Platinum Partner
February 27, 2024
Hi @BCuyvers , This could be a variety of things, but it usually comes down to the filters applied to the report. Are close dates accurate? Ar...read more
Sidds on February 27, 2024
Is it possible to create a roll-up property with the new custom formula feature? For example, we have a company tier property under the company object, and when a deal is associated, I want the property known as Associated Company Tier to displa read more
0 upvote
6 Replies
Recognized Expert | Platinum Partner
February 27, 2024
Understood. As mentioned, a workflow will still be your best option.
Sidds on February 27, 2024
Is it possible to create a roll-up property with the new custom formula feature? For example, we have a company tier property under the company object, and when a deal is associated, I want the property known as Associated Company Tier to displa read more
0 upvote
6 Replies
Recognized Expert | Platinum Partner
February 27, 2024
Understood. As mentioned, a workflow will still be your best option.
Sidds on February 27, 2024
Is it possible to create a roll-up property with the new custom formula feature? For example, we have a company tier property under the company object, and when a deal is associated, I want the property known as Associated Company Tier to displa read more
0 upvote
6 Replies
Recognized Expert | Platinum Partner
February 27, 2024
Understood. As mentioned, a workflow will still be your best option.
Solved
spnc on February 22, 2024
Anyone with HubSpot experience please: Is there any (free) way to auto sync/associate in real time my Contact's Company in the Contacts view, without having to manually add their Company in the Companies view? From what I've read here, h read more
0 upvote
4 Replies
Recognized Expert | Platinum Partner
February 22, 2024
Hi @spnc , I can't send you an exact screenshot because the URL would contain your HubID. I will post the link below but you'll need to replac...read more
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