Profile

sherrychen
Participant
Member since ‎Sep 7, 2022
  • solutions
    2
  • Replies
    28
  • Upvotes Given
    3
  • Upvotes Received
    18
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Sherry Chen

This user hasn't created a bio yet. Edit your own profile here!

Activity

Solved
MargitFawbush on April 13, 2023
We are trying to create two reports - one is open deal stages for a particular company and one is closed deals amt vs revenue for a particular company. This would be a standard report we would want for all our account managers to have for each clien read more
0 upvote
3 Replies
Participant
April 13, 2023
Hi @MargitFawbush , We use a HS spreadsheet builder to achieve something similar, a tool called liyfe.io in marketplace . It allows us to cre...read more
Solved
Qizzle on April 12, 2023
Where you have multiple contacts associated with a company, is there a way you can give a designated contact access to review and update the information you have?? Ideally with a way that you can approve or decline each suggested contact edit.. read more
1 upvote
4 Replies
Participant
April 13, 2023
Hi @Qizzle , If you consider third party tool, maybe check out this one call Liyfe.io spreadsheet in marketplace. It supports share dashboard...read more
jbolger90 on February 03, 2022
It seems that there is no way to sort and organize line items within product libraries. Products are sorted based on import or create date within HubSpot. My company builds product libraries and folders based off a tiered pricing approach (I.E read more
126 upvotes
62 Replies
Participant
April 13, 2023
This is a great idea, at meantime, I found a third party tool in marketplace that supports both create/manage HubSpot products, and build dashboard...read more
Solved
KPetrisor on April 06, 2023
Dear community, I am the Head of a Business Development (Sales, Marketing , Proposal Management) department. Since the implementation of HubSpot, 2 years ago, only my team is using the CRM and its functions. We are mapping, tracking and updating read more
0 upvote
4 Replies
Participant
April 06, 2023
Hi @KPetrisor , Typically you give your sales / marketing team HubSpot seats so that they can update records, build workflow or use other opera...read more
johannes-m on April 04, 2023
Hi there, I created a custom object in hubspot and I want to get the properties of that object. Can I use https://api.hubapi.com/crm/v3/properties/ {objectType} endpoint to get those properties. How can I find {objectType} for the created read more
0 upvote
3 Replies
Participant
April 05, 2023
Hi @johannes-m , When you create custom objects, it will ask you to enter plural object name, can you try use it as object type? For example, p...read more
DTeter on March 31, 2023
I Have records showing up in the download that i cannot find in the online data base. They have a record ID but no information. I would like to find out where they are since they are messing with my reporting. The deal name is a date on 12 records read more
0 upvote
3 Replies
Participant
April 03, 2023
Hi @DTeter , It is possible that those deals missing pipeline or deal stage, which is why it is unsearchable from the dashboard. It might be cr...read more
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    Public - Community Champions

    A spot for HubSpot enthusiasts to connect and grow. All are welcome to join.