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HWilliams4
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Member since ‎Aug 9, 2021
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HWilliams4
Contributor
October 27, 2022
Reply to Calculating a Total Amount field for Deals and weighting this amount in Reports
Legend, thank you. I wasn't using the copy property value function.
HWilliams4
Contributor
October 26, 2022
Reply to Calculating a Total Amount field for Deals and weighting this amount in Reports
Trying to find a solution using workflows but can't see how to set the Amount to a calculated figure - I'm only seeing the option to set it to a stat...read more
HWilliams4
Contributor
October 26, 2022
Reply to Calculating a Total Amount field for Deals and weighting this amount in Reports
That's exactly what I'm after and thought that would be the case. Hadn't looked at trying to solve it with workflows, will give it a go.
HWilliams4
Contributor
October 26, 2022
Reply to Allow Custom Deal Properties that are formatted as currency to be multi-currency
As many people above me have said, this change is needed. We track multiple revenue streams in each deal and when they are not in the company currenc...read more
Solved
HWilliams4 on October 26, 2022
Calculating a Total Amount field for Deals and weighting this amount in Reports
We have two revenue streams attached to each of our deals and would like to combine these two figures in the "Amount" field. I'm aware that Amount is a pre-set field and can't be made into a calculation, so I have created a custom field called "Tota read more
Reply Discussion Dashboards Deals Reports Settings
3 upvotes
6 Replies
HWilliams4
Contributor
April 21, 2022
Reply to Can you embed a meetings module within an email newsletter?
On further research, it looks as if this feature might now exist: https://knowledge.hubspot.com/meetings-tool/send-proposed-meeting-times-in-an-emai...read more
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