Hello Community I'm working with a client who asked to create a report on two objects: Contacts and Deals, with a breakdown based on a few properties. When I tried in custom reports, I couldn't find a solution to do that. Does anyone have an I Leia mais
Hello @danmoyle I read your feedback about Subscription API. I have a quesion about this as well. I hope you'll be able to help me. I'm writing a ...Leia mais
Hello @BérangèreL , I've read your comments on the Line-Items <> Orders issue that @VVasileiou3 asked about. Do you know if there's an opti...Leia mais
Hello @BérangèreL , Thank you for that. I am aware of this knowledge base page. I already did this, I'm trying to prevent creating duplicates...Leia mais
Hello All, I have a customer request to display products under the contact screen. I tried to modify the contact's right-hand menu and add the products there (This is not possible). Is there a workaround to do that? Is there a way to display a li Leia mais
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 Leia mais
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 Leia mais
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 Leia mais
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 Leia mais
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 Leia mais