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Alex_L
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Membro desde ‎nov 17, 2021
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CJones3 on Dezembro 01, 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 Leia mais
Responder Idéia Deals
64 avaliações positivas
22 Respostas
Alex_L
Participante
Abril 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...Leia mais
Solucionado
Alex_L on Fevereiro 21, 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 Leia mais
Responder Discussão Professional
0 avaliações positivas
2 Respostas
Alex_L
Participante
Fevereiro 22, 2023
Thanks @karstenkoehler ! That makes more sense with Activity Assigned To as the breakdown.
Solucionado
Alex_L on Fevereiro 21, 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 Leia mais
Responder Discussão Professional
0 avaliações positivas
2 Respostas
Alex_L
Participante
Fevereiro 22, 2023
Thanks @karstenkoehler ! That makes more sense with Activity Assigned To as the breakdown.
Solucionado
Alex_L on Fevereiro 07, 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 Leia mais
Responder Discussão Professional
0 avaliações positivas
4 Respostas
Alex_L
Participante
Fevereiro 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...Leia mais
revilo on Maio 25, 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.
Responder Idéia Account Settings
56 avaliações positivas
22 Respostas
Alex_L
Participante
Fevereiro 07, 2023
Upvote this idea, some data points look unappeasing on a dashboard. Thanks!
Solucionado
Alex_L on Fevereiro 07, 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 Leia mais
Responder Discussão Professional
0 avaliações positivas
4 Respostas
Alex_L
Participante
Fevereiro 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...Leia mais
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