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FNewald
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Member since ‎Aug 5, 2021
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Fabian Newald

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FNewald
Member
August 16, 2021
Reply to Dashboard contacts, deals, lost won
So there is no way to see how many deals are currently in different stages of different pipelines? What I mean is the stage "closed won" is in multi...read more
FNewald
Member
August 16, 2021
Reply to Dashboard contacts, deals, lost won
Would it not be possible to create a workflow where every "closed won" deal from every pipeline gets a certain property set to yes and then filter s...read more
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FNewald on August 16, 2021
Dashboard contacts, deals, lost won
I would like to create a dashboard and reports to see how many deals were created from my contacts. Afterwards I woud like to see how many were sent to the stages "closed won" and "closed lost". The problem is, that there are many different pipeline read more
Reply Discussion Dashboards
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FNewald on August 16, 2021
automated deal creation
Is it possible to create a workflow which automatically creates a deal when a email is forwarded to the Forwarding adress (incoming) in HubSpot? I only know that it is possible if the CRM system creates a new contact, but what if the contact is alr read more
Reply Discussion Deals
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FNewald
Member
August 06, 2021
Reply to Dashboard for deals
And do I have to do these steps for every different pipeline?
FNewald
Member
August 06, 2021
Reply to Dashboard for deals
Hi Karsten, This already helps me a lot, but can you maybe ellaborate on the first step and how i would finally set up the dashboard to see exact...read more
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