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Malcolm_Chiu
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Member since ‎Dec 5, 2022
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Activity

Philysgdy on December 06, 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
0 upvote
6 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
0 upvote
6 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
SSlot on December 07, 2022
Deal cards view per quarter (based on close date)
How can we use the deal cards also in custom reports/dashboards? We like the deals dashboard view with deal cards as it allows for quick views on what deals divided per stage in the pipeline, but also want to make other divisions. As an example we w read more
Reply Discussion
0 upvote
2 Replies
Malcolm_Chiu
Participant
December 07, 2022
I have done some extensive work for one of my customers around the Hubspot Deals, and I can recreate the Deal Card exactly for you in Excel by puttin...read more
Philysgdy on December 06, 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
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