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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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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
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
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
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.
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
Participant
December 07, 2022
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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