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traviskl
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Member since ‎Apr 7, 2022
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Kelly Travis

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Solved
traviskl on July 10, 2023
Is it possible to create a report from payments only from payment links?
Hi - I'm trying to figure out a way to create a report that only shows payments from Payment Links. I'm building a custom report right now with "Payments" as the primary source, but it won't let me pull in "Payment Link" association field to filter read more
Reply Discussion Professional
1 upvote
3 Replies
traviskl
Participant
July 12, 2023
Thanks for the reply. You can accept HubSpot Payments through an invoice. I think I figured out a workaround. I basically just needed a report that s...read more
Solved
traviskl on July 10, 2023
Is it possible to create a report from payments only from payment links?
Hi - I'm trying to figure out a way to create a report that only shows payments from Payment Links. I'm building a custom report right now with "Payments" as the primary source, but it won't let me pull in "Payment Link" association field to filter read more
Reply Discussion Professional
1 upvote
3 Replies
traviskl
Participant
July 12, 2023
Thanks for the reply. You can accept HubSpot Payments through an invoice. I think I figured out a workaround. I basically just needed a report that s...read more
Solved
traviskl on June 09, 2023
Deal Pipeline Management
In your Deal pipeline, do you allow deals to move backward in the process? Trying to set rules for my team and deciding between two options: 1. If it has to move backwards, mark as closed lost and open a new deal when appropriate. 2. Let them mov read more
Reply Discussion Professional
0 upvote
3 Replies
traviskl
Participant
June 12, 2023
We have some deals where we've sent the quotes, but the client has stopped replying. We should likely mark those as Closed Lost and then create a new...read more
Solved
traviskl on June 09, 2023
Deal Pipeline Management
In your Deal pipeline, do you allow deals to move backward in the process? Trying to set rules for my team and deciding between two options: 1. If it has to move backwards, mark as closed lost and open a new deal when appropriate. 2. Let them mov read more
Reply Discussion Professional
0 upvote
3 Replies
traviskl
Participant
June 12, 2023
We have some deals where we've sent the quotes, but the client has stopped replying. We should likely mark those as Closed Lost and then create a new...read more
traviskl on May 31, 2023
Revenue Goal Reporting for Line Items
Having the ability to use line item data in the Revenue Goal reporting would be really helpful. We have a field called "Recognized Revenue Date" on the line item level that all of our reports are built on. Having that ability would be really he read more
Reply Idea Dashboards & Reports
2 upvotes
0 Reply
SteveJenns on March 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
Reply Idea Contacts & Companies
1022 upvotes
302 Replies
traviskl
Participant
February 07, 2023
We'd like to be a part of the beta as well.
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