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Malcolm_Chiu
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Membre depuis ‎déc. 5, 2022
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  • Solutions
    1
  • Réponses
    17
  • Mentions J'aime ajoutées
    2
  • Mentions J'aime obtenues
    10
  • Idées
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Malcolm Chiu

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Résolues
GTucker le Mars 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 Lire la suite
Répondre Discussion Integrations
0 Mention J'aime
1 Réponse
Malcolm_Chiu
Participant
Mars 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...Lire la suite
MHamiltonTX le Décembre 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 Lire la suite
Répondre Idée Sales Reporting
0 Mention J'aime
4 Réponses
Malcolm_Chiu
Participant
Février 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...Lire la suite
Philysgdy le Décembre 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 Lire la suite
Répondre Discussion Professional
0 Mention J'aime
3 Réponses
Malcolm_Chiu
Participant
Janvier 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...Lire la suite
Résolues
JFaeth le Décembre 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?
Répondre Discussion best practices Deals
0 Mention J'aime
4 Réponses
Malcolm_Chiu
Participant
Décembre 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.
Résolues
AAngelopoulos le Décembre 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 Lire la suite
Répondre Discussion Professional
0 Mention J'aime
8 Réponses
Malcolm_Chiu
Participant
Décembre 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...Lire la suite
Résolues
AAngelopoulos le Décembre 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 Lire la suite
Répondre Discussion Professional
0 Mention J'aime
8 Réponses
Malcolm_Chiu
Participant
Décembre 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...Lire la suite
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