プロフィール

Malcolm_Chiu
参加者
コミュニティー参加日: ‎12 5, 2022
  • ベストアンサー数
    1
  • 件の返信
    17
  • いいね!した数
    2
  • いいね!獲得数
    10
  • ご意見・ご提案
    0

自己紹介

コミュニティーにご登録いただくか、HubSpotの無料製品をご利用いただくと、ユーザーのプロフィールが表示されるようになります。

つながり

    まだつながりがありません

Malcolm Chiu

自己紹介文の作成がお済みでないようです。こちらからプロフィールを編集いただけます。

アクティビティ

解決済み
GTucker 3月 22日, 2023
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 続きを読む
0 いいね!
1 コメント
参加者
3月 23日, 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...続きを読む
MHamiltonTX 12月 01日, 2022
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 続きを読む
0 いいね!
4 コメント
参加者
2月 16日, 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...続きを読む
Philysgdy 12月 07日, 2022
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 続きを読む
0 いいね!
3 コメント
参加者
1月 04日, 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...続きを読む
解決済み
JFaeth 12月 06日, 2022
I'm looking for the best way to create a view so reps can quickly see their deals with close dates in the past?
参加者
12月 07日, 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.
解決済み
AAngelopoulos 12月 07日, 2022
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 続きを読む
1 いいね!
8 コメント
参加者
12月 07日, 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...続きを読む
解決済み
AAngelopoulos 12月 07日, 2022
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 続きを読む
1 いいね!
8 コメント
参加者
12月 07日, 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...続きを読む
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