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Alex_L
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Mitglied seit ‎Nov 17, 2021
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Aktivität

CJones3 on Dezember 01, 2022
Would be great to have the tools to bulk add collaborators to deals in Hubspot so when we have a new colleague join us we can add them into their partners deals as they work together on each of them. Currently new collaborators need to be manually a Beitrag ansehen
44 Likes
17 Antworten
Teilnehmer/-in
April 07, 2023
+1 for bulk editing for collaborators. Prior to this field, we created 5 custom properties for team members associated with a deal. Would like a wor...Beitrag ansehen
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Alex_L on Februar 21, 2023
Hello, We would like to track activities by team member and pipeline as a bar chart. Essentially, the X-axis will be the pipeline, Y-axis is the count of activities and each vertical bar will be broken down by team member name. I have a si Beitrag ansehen
0 Likes
2 Antworten
Teilnehmer/-in
Februar 22, 2023
Thanks @karstenkoehler ! That makes more sense with Activity Assigned To as the breakdown.
Gelöst
Alex_L on Februar 21, 2023
Hello, We would like to track activities by team member and pipeline as a bar chart. Essentially, the X-axis will be the pipeline, Y-axis is the count of activities and each vertical bar will be broken down by team member name. I have a si Beitrag ansehen
0 Likes
2 Antworten
Teilnehmer/-in
Februar 22, 2023
Thanks @karstenkoehler ! That makes more sense with Activity Assigned To as the breakdown.
Gelöst
Alex_L on Februar 07, 2023
Hi, I am creating a deal-based workflow. We have a custom property calculation called Deal Score Intermediate which is influenced by Deal Amount, Deal Probability, and Days until Close (Time between Today's Date and Close Date). Is it possible Beitrag ansehen
0 Likes
4 Antworten
Teilnehmer/-in
Februar 07, 2023
Hey @karstenkoehler , Brain-fart...I toggled those one, I forgot we had to toggle re-enrollment for those criteria even after identified as a t...Beitrag ansehen
revilo on Mai 25, 2020
Make it possible to round up figures in dashboards and reports so that there are not figures with long lists of decimals.
46 Likes
20 Antworten
Teilnehmer/-in
Februar 07, 2023
Upvote this idea, some data points look unappeasing on a dashboard. Thanks!
Gelöst
Alex_L on Februar 07, 2023
Hi, I am creating a deal-based workflow. We have a custom property calculation called Deal Score Intermediate which is influenced by Deal Amount, Deal Probability, and Days until Close (Time between Today's Date and Close Date). Is it possible Beitrag ansehen
0 Likes
4 Antworten
Teilnehmer/-in
Februar 07, 2023
Hey @karstenkoehler , Brain-fart...I toggled those one, I forgot we had to toggle re-enrollment for those criteria even after identified as a t...Beitrag ansehen
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