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christinephu
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Member since ‎Jun 15, 2022
  • solutions
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  • Replies
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  • Upvotes Given
    16
  • Upvotes Received
    11
  • Ideas
    11

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Christine Phu

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Activity

ianhill on May 04, 2017
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
115 upvotes
37 Replies
Participant
March 10, 2023
@dregan6922 thanks for this generous breakdown including the screenshots
ianhill on May 04, 2017
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
115 upvotes
37 Replies
Participant
March 10, 2023
@dregan6922 thanks for this generous breakdown including the screenshots
christinephu on March 06, 2023
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
christinephu on March 03, 2023
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
Solved
christinephu on February 08, 2023
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
0 upvote
4 Replies
Participant
February 09, 2023
Ah, I'll try this. Thank you!
Solved
christinephu on February 08, 2023
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
0 upvote
4 Replies
Participant
February 09, 2023
Ah, I'll try this. Thank you!
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