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DaveParry
Colaborador | Partner nivel Elite
Miembro desde ‎mar 22, 2022
  • Soluciones
    4
  • Respuestas
    10
  • Me gusta otorgados
    12
  • Me gusta recibidos
    5
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David Parry

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wsblack en Diciembre 11, 2023
I am running in to an issue getting Hubspot reporting to work the way it should. When I generate a forecast, an amount will show up on a close date based in the future, which is fine. The challenge is, even if the line item ends in 3 months, th Leer más
Colaborador | Partner nivel Elite
Octubre 22, 2024
We have developed a solution which helps forecast turnover rather than orders received. HubSpot does a not bad job of this if you're using line items...Leer más
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Juliaaa en Julio 25, 2023
Hi Community, I would like to make a report that shows how a value of a custom property has changed over time. For example, I created a custom company property (type: number) called, "Registered Users". On the first day of each month, I upda Leer más
Colaborador | Partner nivel Elite
Agosto 27, 2024
@WRowland9 - sounds interesting. Thanks for tagging me. I'll check it out.
JasonTisdall en Octubre 29, 2020
This would essentially allow us to create a unique job number with each new deal. It would be so useful and would then be used as the root for a whole range of quotes and orders. There is a similar request here https://community.hubspot.com/t5/ Leer más
102 Me gusta
68 Respuestas
Colaborador | Partner nivel Elite
Agosto 15, 2024
What level of subscription do you have MasJan? Even at Starter you can use the API to do it. Contact me if you want a hand.
wesleybranue en Enero 18, 2023
We see that invoices are being associated to contacts automatically via the HubSpot Xero integration, however we would like to associate invoices with companies and deals also and to have a view of this association in both the invoices and when in a Leer más
36 Me gusta
12 Respuestas
Colaborador | Partner nivel Elite
Julio 15, 2024
SOLVED We have now cracked this problem for a client of ours. It involves some custom properties three workflows and then some API coding whi...Leer más
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embite en Agosto 17, 2022
Hello, We are using the API and we have the following problem: When I create line items and associate these line items with a quote the order seems random. Is there a way to order these line items? I know that we can manually order th Leer más
1 Me gusta
4 Respuestas
Colaborador | Partner nivel Elite
Junio 20, 2024
An answer has been found for this as explained in this thread : Basically there is a hubspot property for the order: hs_position_on_quo...Leer más
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mathcee en May 26, 2020
I'm having trouble keeping the line items ordered on deals. Some of our deals have such a large number of line items that we'd like to keep them ordered in a way as to help our users. Originally I thought that If I controlled the association time I Leer más
3 Me gusta
10 Respuestas
Colaborador | Partner nivel Elite
Junio 20, 2024
An answer has been found for this as explained in this thread : Basically there is a hubspot property for the order: hs_position_on_quo...Leer más
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