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jbeachamOBO
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Member since ‎Mar 30, 2022
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James Beacham

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jbeachamOBO
Member
December 11, 2023
Reply to How to associate the custom entity automatically
Hi @oleus ! From what I've seen, the logic to jump between those associations may be out of reach for HubSpot out of the box, but something people h...read more
jbeachamOBO
Member
December 11, 2023
Reply to Workarounds for separating one-time fee and recurring revenue for revenue report and forecast
Hey there! Another option may be looking into the products feature of HubSpot (should be available with all plans). Creating products for both one-ti...read more
jbeachamOBO
Member
December 11, 2023
Reply to [SOLVED] dated_exchange_rate formula for calculated property
Hey @AJohnsson ! Do you know if currencies are properly configured in settings? Depending on your subscription type, you can use this feature to inc...read more
jbeachamOBO
Member
December 11, 2023
Reply to How to Improve Lead Quality on Hubspot?
Building off of the rest of the posts in this thread, after reviewing your various lead sources and out of the box tools in HubSpot, beginning to thi...read more
jbeachamOBO
Member
December 11, 2023
Reply to Close Rate Report
Building off of @karstenkoehler 's notes from above, if you're not using HubSpot's out of the box lifecycle stages in this way, and there is a proc...read more
jbeachamOBO
Member
December 11, 2023
Reply to Marketing Reporting Under Sales Hub
Hey there! One method I've seen used in this scenario is either using out of the box original and recent drilldown fields (if you have any marketing...read more
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