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TEdwards4
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Member since ‎Aug 23, 2022
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Tracy Edwards

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TEdwards4
Contributor
March 31, 2025
Reply to Custom 'Create Deal' form for different pipelines
Very confused by this thread - I can't seem to create different deal create cards for different pipelines but the thread says the functionality has b...read more
TEdwards4
Contributor
January 16, 2025
Reply to Reporting on last note entered
As I suspected. Thanks for confirming. It would be really useful if there was that capability when trying to report on multiple clients in as single r...read more
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TEdwards4 on January 16, 2025
Reporting on last note entered
Hi I'm struggling to find an answer to my query on the forums/knowedge bases. Can you tell me whether it is possible/how to do it - I want to be able to either add to view and/or report on the last note entered against company record. Is read more
Reply Discussion Companies Professional Reports
1 upvote
2 Replies
TEdwards4
Contributor
December 11, 2024
Reply to Adjust Column Width on Reports
Hey Hubspot - has this made it into the development roadmap yet?
TEdwards4
Contributor
October 15, 2024
Reply to Customer Success with HS
Hi I realise this is an old post, but I'm struggling to find any quality info on how to manage customer success through Hubspot especially without h...read more
TEdwards4
Contributor
June 20, 2024
Reply to Copy line item and value information
This is a huge gap in the product for us. We are trying to manage renewals but you can't clone the entire deal with line items and revenue into anot...read more
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