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MMetros5
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Member since ‎Dec 9, 2021
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Matthew Metros

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MMetros5 on February 20, 2022
Hi All, I need to know the date a deal entered a specific pipeline. Is this something that I can achieve in Hubspot?
0 upvote
1 Reply
Hall of Famer | Partner
February 20, 2022 21:01
Hi @MMetros5 , There are some properties available for this out of the box, but only available in reports. (When I just checked, these were on...read more
Solved
MMetros5 on February 20, 2022
Hi All, I have to backfill dates that deals landed in specific stages. I created 3 new fields on the Deal Object: Date Entered Demo Stage Date Entered Contract Sent Stage Date Entered Commit to Move Forward Stage Right now I am trying read more
0 upvote
1 Reply
Hall of Famer | Partner
February 20, 2022 21:05
Hi @MMetros5 , When you export the property history of the Deal stage property itself, that will contain the date information. You'll need...read more
Solved
MMetros5 on February 17, 2022
Is there a field that denotes whether a deal is closed won or close lost that is not a deal stage type field? I want to create an automation that runs whenever a deal is closed. Then the condition I check for is if the deal is won or lost. How read more
0 upvote
3 Replies
Hall of Famer | Partner
February 18, 2022 04:51
Nice one!
Solved
MMetros5 on February 17, 2022
Is there a field that denotes whether a deal is closed won or close lost that is not a deal stage type field? I want to create an automation that runs whenever a deal is closed. Then the condition I check for is if the deal is won or lost. How read more
0 upvote
3 Replies
Hall of Famer | Partner
February 18, 2022 04:51
Nice one!
Solved
MMetros5 on February 07, 2022
I am looking for a report that show cases the number of deals added to a stage and the number of deals that existed a stage in a given month. I see the waterfall reports in Hubspot, but this is for Amount, not Count of deals.
0 upvote
3 Replies
Hall of Famer | Partner
February 07, 2022 21:37
Hi @MMetros5 , This can be achieved with the "Entered Stage Date" properties in custom reports. These are only available in charts, not tables...read more
Solved
MMetros5 on February 07, 2022
I am looking for a report that show cases the number of deals added to a stage and the number of deals that existed a stage in a given month. I see the waterfall reports in Hubspot, but this is for Amount, not Count of deals.
0 upvote
3 Replies
Hall of Famer | Partner
February 07, 2022 21:37
Hi @MMetros5 , This can be achieved with the "Entered Stage Date" properties in custom reports. These are only available in charts, not tables...read more
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