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Malcolm_Chiu
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Member since ‎Dec 5, 2022
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Malcolm Chiu

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Solved
GTucker on March 22, 2023
Mass assign Parent/Child relationships
Now that this feature is live in HubSpot, I wanted to ask if anyone knows of a database service that will help us enrich our data to know who the parents and corresponding children are. A client has a large database that needs cleaning but we don't read more
Reply Discussion Integrations
0 upvote
1 Reply
Malcolm_Chiu
Participant
March 23, 2023
Hi Geoff, I have done a project to help one of my customers to clean-up and organized their customer data in Hubspot which include identifying parent...read more
MHamiltonTX on December 01, 2022
New Client/Customer Default Report
A very helpful report for any sales organization is to determine their new clients/customers at different intervals throughout the year and at year end. This helps with forecasting, goal achievement, and growth metrics. If HubSpot could include read more
Reply Idea Sales Reporting
0 upvote
4 Replies
Malcolm_Chiu
Participant
February 16, 2023
You should also be able achieve this by creating a trigger to update the first close date into a custom field then create custom filtered view or cus...read more
Philysgdy on December 07, 2022
Quotation tool
Hi there I have a client using a quotation tool designed in excel. It has 26 categories and is fed by 5 worksheets. (see screenshots attached) We would like to have this as a tool available through the CRM. My research uncovered an integrator Spre read more
Reply Discussion Professional
0 upvote
3 Replies
Malcolm_Chiu
Participant
January 04, 2023
Hi Phil, I have developed an integration based on SharePoint to allow my clients quotation tool to stay in Excel with weekly/daily data syn to Hubspot...read more
Solved
JFaeth on December 06, 2022
Deal View - Deals with Overdue Close Dates
I'm looking for the best way to create a view so reps can quickly see their deals with close dates in the past?
Reply Discussion best practices Deals
0 upvote
4 Replies
Malcolm_Chiu
Participant
December 07, 2022
One quick work around is to just sort the Deal View by Close Date then all the "oldest" deal will be at the top.
Solved
AAngelopoulos on December 07, 2022
Compare Week over Week Pipeline state
Hello, I am trying to make a dashboard without success, thought I'd give this place a shot. My goal is to have a general view of our pipeline and compare it week over week. I am not interested in what came in the pipeline for this chart. Wh read more
Reply Discussion Professional
1 upvote
8 Replies
Malcolm_Chiu
Participant
December 07, 2022
Thanks for sharing the policy, I will change my communication towards sharing solution and less about generating lead. In today's case, exporting dat...read more
Solved
AAngelopoulos on December 07, 2022
Compare Week over Week Pipeline state
Hello, I am trying to make a dashboard without success, thought I'd give this place a shot. My goal is to have a general view of our pipeline and compare it week over week. I am not interested in what came in the pipeline for this chart. Wh read more
Reply Discussion Professional
1 upvote
8 Replies
Malcolm_Chiu
Participant
December 07, 2022
Thanks for sharing the policy, I will change my communication towards sharing solution and less about generating lead. In today's case, exporting dat...read more
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