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KWhelan
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Member since ‎Mar 27, 2022
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Kelly Whelan

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KWhelan on March 22, 2024
Deal Structure for Monthly Subscription with High Potential Churn
My company has a series of one-time payment products and is adding a subscription product. We will bill monthly, and the contract will require a 3-month commitment. We do political work, so most contracts will end soon after the elections in Novembe read more
Reply Discussion Enterprise
0 upvote
2 Replies
KWhelan
Contributor
March 14, 2024
Reply to Legacy QuickBooks Online integration is being retired in favor of the new integration
We had something break with the old integration and were getting error messages referencing our integration as "legacy" and I assumed the new integra...read more
KWhelan
Contributor
June 21, 2023
Reply to Custom Goals Report
I am interested in this as well. I am trying to create a custom goals report that takes line items into consideration
Solved
KWhelan on April 13, 2023
Track deals that have a guaranteed minimum for a specific product
Our finance team wants to be able to track deals that have a guaranteed minimum for a specific product. We don't have this for every deal. Ideally, they'd easily be able to see "unit price" * "amount of the minimum" for the guaranteed amount of reve read more
Reply Discussion Workflows
0 upvote
2 Replies
KWhelan
Contributor
April 10, 2023
Reply to Company domains with sub domains
This is an issue for us as well. We have government entities and Hubspot keeps combining them. Another issue I'm experiencing is people with a google...read more
KWhelan
Contributor
January 31, 2023
Reply to Folders to Organize Reports & Dashboards
+1
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