Profile

SKalbhor
Member
Member since ‎Dec 8, 2021
  • solutions
    0
  • Replies
    0
  • Upvotes Given
    1
  • Upvotes Received
    6
  • Ideas
    7

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Swapnil Kalbhor

This user hasn't created a bio yet. Edit your own profile here!

Activity

SKalbhor on July 24, 2023
While importing contacts/companies, there should be certain restrictions. The import file should have specific HubSpot fields required, which can be decided/set by the super admin. This maintains the completeness and no duplication of records read more
0 upvote
0 Reply
SKalbhor on July 15, 2023
I have Microsoft Tech Stack used in my company. All call recordings of MS Teams are saved in MS Stream. Is there a way that all these recordings with the customer are tagged automatically on HubSpot Deals, Contacts? Even if I get a "link" of MS read more
0 upvote
0 Reply
Member
April 18, 2023
I have been wanting this for so long. Also, there should be certain conditions which we can use to customize the deal name in the Create Deal Form. F...read more
SKalbhor on April 11, 2023
Target Accounts section has only filters specific to Companies . But if I want any deal filters specific to a Deal then I can get the right value of "OPEN DEAL VALUE" field. Since I have made a lot of customizations and using 1 single pipeline read more
SKalbhor on April 06, 2023
The goals in Deals --> Forecast are shown blank if I create Goals in Reports with Goal Type- Revenue and Duration- Quarterly or Yearly We have to compulsory fill in monthly duration if I want to see them in Forecast. HubSpot does not cal read more
0 upvote
0 Reply
SKalbhor on September 27, 2022
We saw the report named Quota Attainment on Sales Analytics. However, the report is not customizeable. Also, the tabular report which we see for this report is unavailable when we add it to any of our dashboard. The tabular report is what we wan read more
5 upvotes
2 Replies
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups