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ACarr1
Participant
Membre depuis ‎mars 22, 2022
  • Solutions
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  • Réponses
    4
  • Mentions J'aime ajoutées
    6
  • Mentions J'aime obtenues
    2
  • Idées
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Allen Carr

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Résolues
ACarr1 le Novembre 07, 2023
Hi all, I'm working on creating a home for clien teams that can be referenced as needed by other teams within the greater organization. We are currently using an Asana portfolio as the central location of our active client teams. The downside wi Lire la suite
0 Mention J'aime
4 Réponses
Participant
Novembre 08, 2023
Hi Jen, Thanks for the response. I'm looking for something that will the show the full client services team for a given client. For example, when...Lire la suite
Résolues
ACarr1 le Novembre 07, 2023
Hi all, I'm working on creating a home for clien teams that can be referenced as needed by other teams within the greater organization. We are currently using an Asana portfolio as the central location of our active client teams. The downside wi Lire la suite
0 Mention J'aime
4 Réponses
Participant
Novembre 08, 2023
Hi Jen, Thanks for the response. I'm looking for something that will the show the full client services team for a given client. For example, when...Lire la suite
AaronBoatin le Juin 24, 2023
Hello Hubspot Community, I am trying to build two custom report to add to our Sales Dashboard and am wondering if it is possible. Right now, we're living in a manually compiled Excel spreadsheet 😑 and I know there has to be a better way an Lire la suite
0 Mention J'aime
2 Réponses
Participant
Juin 27, 2023
The first report doesn't look like something you could do in HubSpot. You could setup an export of sales data to a Google Sheet and then recreate wha...Lire la suite
ACarr1 le Mars 21, 2023
Hi, I'm looking for help with getting data from a Google Sheet to sync to HubSpot. I've had sucess syncing the opposite direction, but have not yet found anything that shows how to go form Sheets to HubSpot. We have a credit based model, whe Lire la suite
1 Mention J'aime
3 Réponses
Résolues
ACarr1 le Septembre 23, 2022
Hi, I'm attempting to clear out a number of dates that were added by mistake. Some of our deals should have an empty custom date field and I'm trying to remove these in bulk. Has anyone found a way to clear out data from a field through an impor Lire la suite
0 Mention J'aime
3 Réponses
Participant
Septembre 26, 2022
Thanks, that worked. I was attempting to import a blank date field and it was giving me an error. The bulk update was what I needed to clear out the ...Lire la suite
Résolues
ACarr1 le Septembre 23, 2022
Hi, I'm attempting to clear out a number of dates that were added by mistake. Some of our deals should have an empty custom date field and I'm trying to remove these in bulk. Has anyone found a way to clear out data from a field through an impor Lire la suite
0 Mention J'aime
3 Réponses
Participant
Septembre 26, 2022
Thanks, that worked. I was attempting to import a blank date field and it was giving me an error. The bulk update was what I needed to clear out the ...Lire la suite
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