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aalthaus_revriv
Participante | Partner nivel Elite
Participante | Partner nivel Elite
Miembro desde ‎nov 6, 2017
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Anonymous en Abril 28, 2017
Archive Objects (contacts, companies, deals, tickets)
It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.
Responder Idea Deals
362 Me gusta
97 Respuestas
aalthaus_revriv
Participante | Partner nivel Elite
Abril 24, 2024
Hi there! We've built an app that is available in the marketplace to help you handle the archival of inactive or unnecessary records: https://ecosys...Leer más
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Shred_XJ2 en Diciembre 07, 2016
Sales Compensation Tracking
I did a search and could not find anything pertaining to setting up tracking of sales compensation/commissions. I understand that as of this moment I am using the FREE CRM tool. But as I setup HubSpot CRM with designs to move us to HubSpot Sales onc Leer más
Responder Conversación Companies CRM Deals Prospects
18 Me gusta
21 Respuestas
aalthaus_revriv
Participante | Partner nivel Elite
Abril 05, 2024
I know it's been a while since the initial post here, but just in case you or anybody else in this thread is still looking for a straightforward way ...Leer más
Anonymous en Abril 28, 2017
Archive Objects (contacts, companies, deals, tickets)
It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.
Responder Idea Deals
362 Me gusta
97 Respuestas
aalthaus_revriv
Participante | Partner nivel Elite
Abril 24, 2024
Hi there! We've built an app that is available in the marketplace to help you handle the archival of inactive or unnecessary records: https://ecosys...Leer más
nathanparis en May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f Leer más
Responder Idea Contacts & Companies Workflows
345 Me gusta
107 Respuestas
aalthaus_revriv
Participante | Partner nivel Elite
Octubre 04, 2023
Exciting news, HubSpot users! We’re thrilled to introduce Notes+ , your new sidekick in crafting crystal-clear context for your HubSpot records. ...Leer más
cfleishman en Agosto 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of Leer más
Responder Idea Deals
1823 Me gusta
559 Respuestas
aalthaus_revriv
Participante | Partner nivel Elite
Septiembre 26, 2023
I've been closely following the discussions around the much-requested feature of duplicating a Deal in HubSpot. I completely understand the frustrati...Leer más
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DOuriachi en Diciembre 20, 2022
Import notes, emails, and more from Pipedrive to Hubspot
Hello So the question has been asked many times but I have not found a satisfactory answer so far. We have about 18K of data for reference. I tried the following : Trujay = way too expensive, I cannot spare +1000$ to migrate Import2data = s Leer más
Responder Conversación
0 Me gusta
6 Respuestas
aalthaus_revriv
Participante | Partner nivel Elite
Julio 26, 2023
In case it could help anybody in the future reading through threads trying to figure out how to migrate emails and notes along with all the field dat...Leer más
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