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Malcolm_Chiu
Participante
Membro desde ‎dez 5, 2022
  • Soluções
    1
  • Respostas
    17
  • Avaliações positivas dadas
    2
  • Avaliações positivas recebidas
    10
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Malcolm Chiu

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Solucionado
GTucker on Março 22, 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 Leia mais
0 avaliações positivas
1 Respostas
Participante
Março 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...Leia mais
MHamiltonTX on Dezembro 01, 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 Leia mais
0 avaliações positivas
4 Respostas
Participante
Fevereiro 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...Leia mais
Philysgdy on Dezembro 07, 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 Leia mais
0 avaliações positivas
3 Respostas
Participante
Janeiro 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...Leia mais
Solucionado
JFaeth on Dezembro 06, 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?
0 avaliações positivas
4 Respostas
Participante
Dezembro 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.
Solucionado
AAngelopoulos on Dezembro 07, 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 Leia mais
1 avaliações positivas
8 Respostas
Participante
Dezembro 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...Leia mais
Solucionado
AAngelopoulos on Dezembro 07, 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 Leia mais
1 avaliações positivas
8 Respostas
Participante
Dezembro 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...Leia mais
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