Hi, I'd like to triangulate the forecast (by deal stage and by forecast category) and understand if our weighted amounts on the forecast feature are similar or close enough using 2 different weights - weights on deal stages, and also when moving Leia mais
In our company we use the value field ARR instead of amount HS default field to calculate our forecast and targets - and it is really annoying that we can't use the field that we use to put our ARR value in the calculation of our forecast. Would be Leia mais
Hi, Thanks for your feedback, but what if what I need to delete are the associations of those contacts with certain deals? Can I do that through a ...Leia mais
We went to an event a couple of weeks ago, so I had to do a mass upload of the contacts, companies we met there, in order to create tasks for the sales team to reach out to the customers, we also created deals for each one of the leads (trough a wor Leia mais
Adding my request as well. I created a calculation property, but actually couldn't achieve what I was looking for. So I'd like to receive a help ...Leia mais
In our company we use the value field ARR instead of amount HS default field to calculate our forecast and targets - and it is really annoying that we can't use the field that we use to put our ARR value in the calculation of our forecast. Would be Leia mais
Hi, I'd like to triangulate the forecast (by deal stage and by forecast category) and understand if our weighted amounts on the forecast feature are similar or close enough using 2 different weights - weights on deal stages, and also when moving Leia mais
We went to an event a couple of weeks ago, so I had to do a mass upload of the contacts, companies we met there, in order to create tasks for the sales team to reach out to the customers, we also created deals for each one of the leads (trough a wor Leia mais