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HFisher7
Top Contributor | Elite Partner
Member since ‎Jan 18, 2022
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Hannah Fisher

Self-professed HubSpot nerd since being introduced to the platform back in 2018. Scoping and configuring operational CRM processes is my special nerd skill.

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Solved
JCrowNM on February 05, 2024
We have contracts with multi-year deals. We have the amounts of those deals split out in different fields, e.g. FY24 Amount, FY25 Amount, etc. I want to compare how much we have booked (closed won deals) vs the annual goal for the year. I can't read more
Top Contributor | Elite Partner
February 23, 2024
@JCrowNM - Do you have an image of the final report!? I'd be interested to see how you acheived it! DM if you'd rather
VLons on February 06, 2024
Hi there, I am trying to sync my Dynamics 365 opportunities to HubSpot Deals using the Microsoft Dynamics 365 integrated app. I could do it for companies and contacts, but somehow, this doesn't work for opportunities. The only difference in se read more
0 upvote
7 Replies
Top Contributor | Elite Partner
February 11, 2024
@VLons - On your second screenshot showing that 406 records are excluded from the data sync, can you select 'your settings' to review why?
Solved
NJThomps on February 07, 2024
Hi there, We have recently been wanting to make a report where it lists the total amount of times we have had a face to face meeting with a contact that has a certain jobtitle. I am struggling to create a report that does this however, as while I h read more
Top Contributor | Elite Partner
February 08, 2024
@NJThomps - If you have access to custom reports this should be simple enough: - Create a custom report with contacts and activities as the data s...read more
VLons on February 06, 2024
Hi there, I am trying to sync my Dynamics 365 opportunities to HubSpot Deals using the Microsoft Dynamics 365 integrated app. I could do it for companies and contacts, but somehow, this doesn't work for opportunities. The only difference in se read more
0 upvote
7 Replies
Top Contributor | Elite Partner
February 11, 2024
@VLons - On your second screenshot showing that 406 records are excluded from the data sync, can you select 'your settings' to review why?
Solved
JCrowNM on February 05, 2024
We have contracts with multi-year deals. We have the amounts of those deals split out in different fields, e.g. FY24 Amount, FY25 Amount, etc. I want to compare how much we have booked (closed won deals) vs the annual goal for the year. I can't read more
Top Contributor | Elite Partner
February 23, 2024
@JCrowNM - Do you have an image of the final report!? I'd be interested to see how you acheived it! DM if you'd rather
Solved
JCrowNM on February 05, 2024
We have contracts with multi-year deals. We have the amounts of those deals split out in different fields, e.g. FY24 Amount, FY25 Amount, etc. I want to compare how much we have booked (closed won deals) vs the annual goal for the year. I can't read more
Top Contributor | Elite Partner
February 23, 2024
@JCrowNM - Do you have an image of the final report!? I'd be interested to see how you acheived it! DM if you'd rather
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