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KBrown269
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Member since ‎Sep 9, 2021
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KBrown269
Participant
October 25, 2023
Reply to Reports don't filter by Close Date on imported historical Deals
Hey, just watched your video (closely, as requested). The quick response: I set it up almost identically to you in the first place, and despite the m...read more
KBrown269
Participant
October 25, 2023
Reply to Reports don't filter by Close Date on imported historical Deals
Thanks for your response, Olivia. My goal here is to plot out monthly average deal size. There's a built-in report for this in the Analytics Tools t...read more
KBrown269 on October 24, 2023
Reports don't filter by Close Date on imported historical Deals
Hi everyone, I haven't seen this addressed elsewhere, so I may have a solvable issue here. It has to do with the Close Date property on Imported Deals. We switched to Hubspot earlier this year and started managing all of our Deals from the Sale read more
Reply Discussion Enterprise Free Professional Starter
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KBrown269
Participant
April 21, 2023
Reply to Use 'relative' ("TODAY", etc) dates for enrolling contacts and companies in workflows, lists, etc
A.) I have a workflow setup below that helps handle Contract Close Dates and B.) More time-based options, especially "Today", are needed to intelli...read more
KBrown269
Participant
April 18, 2023
Reply to Number of Associated Companies
This would be nice. I'm not sure why "Number of Associated Contacts" is a Deal Trigger option but "Number of Associated Companies" is not. We have w...read more
KBrown269
Participant
April 18, 2023
Reply to Workflow actions that can update properties across different (associated) object types.
Beta access - pls n thx 🤠
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