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peytondonnell
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Peyton Donnell

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peytondonnell on Novembro 04, 2022
Total Contract Value vs Amount
What is the difference between the 'Total Contract Value' and 'Amount' properties? I understand that Amount is the total value of the deal and the Total Contract Value is the total value of the deal based on the line items associated to the deal, b Leia mais
Responder Discussão best practices CRM Deals Professional Reports Sales
1 avaliações positivas
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Solucionado
peytondonnell on Novembro 03, 2022
Discrepancy in Closed Won Deal Totals
Hi everyone, I have a report that shows us the total deal amount in each stage of our sales process, broken down by sales rep. I've built 2 other reports to show us the cumulative revenue over time of certain products (sponsorship and non-spons Leia mais
Responder Discussão Analytics Tools Deals Professional Reports Sales
0 avaliações positivas
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peytondonnell
Participante
Novembro 04, 2022
I'm not certain, but I think it's unlikely that we have Closed Won deals without line items. Even so, wouldn't that mean the sum of the two Sponsorsh...Leia mais
Solucionado
peytondonnell on Novembro 03, 2022
Discrepancy in Closed Won Deal Totals
Hi everyone, I have a report that shows us the total deal amount in each stage of our sales process, broken down by sales rep. I've built 2 other reports to show us the cumulative revenue over time of certain products (sponsorship and non-spons Leia mais
Responder Discussão Analytics Tools Deals Professional Reports Sales
0 avaliações positivas
5 Respostas
peytondonnell
Participante
Novembro 04, 2022
I'm not certain, but I think it's unlikely that we have Closed Won deals without line items. Even so, wouldn't that mean the sum of the two Sponsorsh...Leia mais
Solucionado
peytondonnell on Novembro 03, 2022
Discrepancy in Closed Won Deal Totals
Hi everyone, I have a report that shows us the total deal amount in each stage of our sales process, broken down by sales rep. I've built 2 other reports to show us the cumulative revenue over time of certain products (sponsorship and non-spons Leia mais
Responder Discussão Analytics Tools Deals Professional Reports Sales
0 avaliações positivas
5 Respostas
peytondonnell
Participante
Novembro 04, 2022
I'm not certain, but I think it's unlikely that we have Closed Won deals without line items. Even so, wouldn't that mean the sum of the two Sponsorsh...Leia mais
peytondonnell on Setembro 26, 2022
Downloading a Quote as a Word Doc
Does anyone know how to successfully download a quote as a Word doc and retain the formatting? I'm able to download a quote as a PDF and open that file as a Word doc, but our quote templates are written in HTML so when I open the PDF as a Word doc, Leia mais
Responder Discussão Professional
2 avaliações positivas
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peytondonnell on Setembro 14, 2022
Contract Redlines
Does anyone have experience with redlining contracts / editing contract language / negotiating contract terms in HubSpot? Redlines are a critical part of our sales process, and we haven't figured out an efficient way to do this in the platform yet. Leia mais
Responder Discussão Professional
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