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HWilliams4
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Member since ‎Aug 9, 2021
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Harry Williams

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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
October 27, 2022
Legend, thank you. I wasn't using the copy property value function.
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
October 27, 2022
Legend, thank you. I wasn't using the copy property value function.
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
October 27, 2022
Legend, thank you. I wasn't using the copy property value function.
lrodriguez on February 06, 2019
Allow Custom Deal Properties that are formatted as currency to be multi-currency
It would be very useful if HubSpot automatically assigns the Deal's currency to the Custom Deal Property formatted as currency or if at least it gives the option to select the currency you want to use on the custom property, as of right now the amou read more
Reply Idea Deals
219 upvotes
68 Replies
HWilliams4
Contributor
October 26, 2022
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
October 27, 2022
Legend, thank you. I wasn't using the copy property value function.
Solved
kevinwphelps on March 07, 2019
Can you embed a meetings module within an email newsletter?
I know you can embed a meetings module onto a normal webpage, but can you embed the module in an email where people can book meetings directly from the email they're reading?
Reply Discussion Meetings
2 upvotes
4 Replies
HWilliams4
Contributor
April 21, 2022
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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