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sherrychen
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Membro desde ‎set 7, 2022
  • Soluções
    2
  • Respostas
    28
  • Avaliações positivas dadas
    3
  • Avaliações positivas recebidas
    18
  • Ideias
    0

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Sherry Chen

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Solucionado
MargitFawbush on Abril 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 Leia mais
0 avaliações positivas
3 Respostas
Participante
Abril 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...Leia mais
Solucionado
Qizzle on Abril 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.. Leia mais
0 avaliações positivas
4 Respostas
Participante
Abril 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...Leia mais
jbolger90 on Fevereiro 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 Leia mais
121 avaliações positivas
62 Respostas
Participante
Abril 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...Leia mais
Solucionado
KPetrisor on Abril 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 Leia mais
0 avaliações positivas
4 Respostas
Participante
Abril 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...Leia mais
johannes-m on Abril 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 Leia mais
0 avaliações positivas
3 Respostas
Participante
Abril 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...Leia mais
DTeter on Março 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 Leia mais
0 avaliações positivas
3 Respostas
Participante
Abril 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...Leia mais
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