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Malcolm_Chiu
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Member since ‎Dec 5, 2022
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  • solutions
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  • Replies
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Malcolm Chiu

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Malcolm_Chiu
Participant
March 23, 2023
Reply to Mass assign Parent/Child relationships
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
Malcolm_Chiu
Participant
February 16, 2023
Reply to New Client/Customer Default Report
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
Malcolm_Chiu
Participant
January 04, 2023
Reply to Quotation tool
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
Malcolm_Chiu
Participant
December 07, 2022
Reply to Deal View - Deals with Overdue Close Dates
One quick work around is to just sort the Deal View by Close Date then all the "oldest" deal will be at the top.
Malcolm_Chiu
Participant
December 07, 2022
Reply to Compare Week over Week Pipeline state
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
Malcolm_Chiu
Participant
December 07, 2022
Reply to Compare Week over Week Pipeline state
Hi @AAngelopoulos , the dashboard you described can be accomplishied by exporting the deal data every Monday and consolidate / visualized the dat...read more
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