Hello Community, I created and shared a report with one of my customers. One of the users sees this message when she opens the report and clicks on one of the deals. For other users, it's working ok. Is that a permission issue? How can 続きを読む
Hello @DianaGomez , thank you for the direction. I manged to solve it with some help from ChatGPT. I created a new dependent, calculated property ...続きを読む
Hello Community,
I was asked by one of my clients to create a report, the client would like to see a property in the report that indicates on the renewal quarter.
For example: Renewal date is 14.3.2026, the renewal quarter will be Q1, and so on. 続きを読む
Hello community, I created a process for a customer syncing Calendly with Hubspot. I created a logic in Calendly with a Round Robin function that splits an event between two SDRs'. (The Calendly event has the same URL. The Round Robin logic is 続きを読む
Hello community, I created a process for a customer syncing Calendly with Hubspot. I created a logic in Calendly with a Round Robin function that splits an event between two SDRs'. (The Calendly event has the same URL. The Round Robin logic is 続きを読む
Hello Community, I was asked to generate a report for a customer showing me all of the SQLs with NO MEETINGS. I tried with a few properties, such as: Activity type Nevertheless, I'm getting back results that show deals with meetings. Does 続きを読む
Hello Community, I'm trying to create a report for a customer to show the following: # of sessions # of leads generated with a specific lead type # of closed won deals The count of leads and the closed won deals obviously should be associ 続きを読む
Hi All, Can someone please help me understand how I can resolve this? I see duplicated information of the same meeting under the activity tab in the middle deal column. I looked at the deal-setting / record customization but couldn't find a wa 続きを読む
Hi Community, So, I installed the Slack app and configured the inbox to sync with the Slack channel I created. I created a workflow to send notifications about form submissions and other lead activities to the Slack channel. However, I only ha 続きを読む
Hi, I need help with discrepancies between leads, deals, and company source properties. I have two questions: 1. Is there a way to filter a view or a list to see all the sources from all these objects: Lead Source, Company Source, Deal source? 続きを読む