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Alex_L
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コミュニティー参加日： ‎11 17, 2021
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Alex Lao

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アクティビティ

CJones3 12月 01日, 2022
bulk add collaborators to deals
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 続きを読む
返信 アイデア Deals
58 いいね！
21 コメント
Alex_L
参加者
4月 07日, 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...続きを読む
解決済み
Alex_L 2月 21日, 2023
Custom Report - Activities by Team Member and Pipeline
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 続きを読む
返信 ディスカッション Professional
0 いいね！
2 コメント
Alex_L
参加者
2月 22日, 2023
Thanks @karstenkoehler ! That makes more sense with Activity Assigned To as the breakdown.
解決済み
Alex_L 2月 21日, 2023
Custom Report - Activities by Team Member and Pipeline
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 続きを読む
返信 ディスカッション Professional
0 いいね！
2 コメント
Alex_L
参加者
2月 22日, 2023
Thanks @karstenkoehler ! That makes more sense with Activity Assigned To as the breakdown.
解決済み
Alex_L 2月 07日, 2023
Deal Based Workflow to Force a Re-Calculation of a Custom Property
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 続きを読む
返信 ディスカッション Professional
0 いいね！
4 コメント
Alex_L
参加者
2月 07日, 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...続きを読む
revilo 5月 25日, 2020
Round up decimal points in Reports
Make it possible to round up figures in dashboards and reports so that there are not figures with long lists of decimals.
返信 アイデア Account Settings
47 いいね！
21 コメント
Alex_L
参加者
2月 07日, 2023
Upvote this idea, some data points look unappeasing on a dashboard. Thanks!
解決済み
Alex_L 2月 07日, 2023
Deal Based Workflow to Force a Re-Calculation of a Custom Property
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 続きを読む
返信 ディスカッション Professional
0 いいね！
4 コメント
Alex_L
参加者
2月 07日, 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...続きを読む
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