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WDunaway
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Member since ‎Jul 17, 2022
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WDunaway on September 16, 2022
Drill Down for Custom Reports - Multiple Sources
I love that you can click on the Deal Name in standard reports to take you to the deal. I created a custom report that combines deal properties with task properties, and there is no hyperlink to click for the Deal Name. Am I doing something wrong, o read more
Reply Discussion Enterprise
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WDunaway
Participant
September 18, 2022
Thanks so much @SNigam ! It worked perfectly.
Solved
WDunaway on September 16, 2022
Drill Down for Custom Reports - Multiple Sources
I love that you can click on the Deal Name in standard reports to take you to the deal. I created a custom report that combines deal properties with task properties, and there is no hyperlink to click for the Deal Name. Am I doing something wrong, o read more
Reply Discussion Enterprise
0 upvote
2 Replies
WDunaway
Participant
September 18, 2022
Thanks so much @SNigam ! It worked perfectly.
WDunaway on July 29, 2022
Import cs file via email
I would like to be able to import contacts or deals by sending a csv file as an attachment to an email? We receive a csv file with sample orders from a third-party everyday and would like to automate the process of getting the info into HubSpot ins read more
Reply Idea Imports & Exports
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