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christinephu
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Member since ‎Jun 15, 2022
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ianhill on May 04, 2017
Deal Criteria Checklist
What we're looking to do is better manage our pipeline and ensure that a deal has set criteria before being moved to the next stage. What would be ideal is a checklist of items that have to be checked before a deal can be progressed to the nex read more
Reply Idea Deals
115 upvotes
37 Replies
christinephu
Participant
March 10, 2023
@dregan6922 thanks for this generous breakdown including the screenshots
ianhill on May 04, 2017
Deal Criteria Checklist
What we're looking to do is better manage our pipeline and ensure that a deal has set criteria before being moved to the next stage. What would be ideal is a checklist of items that have to be checked before a deal can be progressed to the nex read more
Reply Idea Deals
115 upvotes
37 Replies
christinephu
Participant
March 10, 2023
@dregan6922 thanks for this generous breakdown including the screenshots
christinephu on March 06, 2023
Conditional left sidebar sections for hubspot users
PROBLEM: We have managers in Hubspot who needs to see all the fields and sections across all teams. However, Hubspot sidebars are assigned by the user's primary team. This is great, except it doesn't work when we have managers managing multiple t read more
Reply Idea Contacts & Companies Deals Properties Users & Teams & Permissions
1 upvote
0 Reply
christinephu on March 03, 2023
Make deal split properties accessible
Who (what type of role or team) is the feature for? Operations, Data Analytics, Sales Managers What is their goal? To use the deal split amount and deal split percentage property in Tableau for reporting, Hubspot workflows, and Hubsp read more
Reply Idea Dashboards & Reports Deals
1 upvote
0 Reply
Solved
christinephu on February 08, 2023
Is it expected behavior to create blank deals when importing tasks?
When I import tasks without a deal association, it creates blank records to associate these tasks with. This happens even when the tasks are associated with a company or contact. Is this expected behavior? Import setting: Importing 1 file read more
Reply Discussion Deals Tasks
0 upvote
4 Replies
christinephu
Participant
February 09, 2023
Ah, I'll try this. Thank you!
Solved
christinephu on February 08, 2023
Is it expected behavior to create blank deals when importing tasks?
When I import tasks without a deal association, it creates blank records to associate these tasks with. This happens even when the tasks are associated with a company or contact. Is this expected behavior? Import setting: Importing 1 file read more
Reply Discussion Deals Tasks
0 upvote
4 Replies
christinephu
Participant
February 09, 2023
Ah, I'll try this. Thank you!
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