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AmyT99
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Member since ‎Dec 6, 2022
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    2
  • Upvotes Given
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  • Upvotes Received
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AmyT99 on September 02, 2024
Workflow: Transfer date from text field property to a date picker field property
I need to create a workflow to transfer a date from text field property to a date picker field property. The scenario is I have a date coming from a integration and unfortunately that integration can't talk with date picker fields so I've had to read more
Reply Discussion Workflows
1 upvote
3 Replies
AmyT99
Participant
September 03, 2024
Hey Jack, thanks for your reply! Regarding the output - you have it as a string, which doesn't allow me to put it into a date picker property - d...read more
Solved
AmyT99 on September 02, 2024
Workflow: Transfer date from text field property to a date picker field property
I need to create a workflow to transfer a date from text field property to a date picker field property. The scenario is I have a date coming from a integration and unfortunately that integration can't talk with date picker fields so I've had to read more
Reply Discussion Workflows
1 upvote
3 Replies
AmyT99
Participant
September 03, 2024
Hey Jack, thanks for your reply! Regarding the output - you have it as a string, which doesn't allow me to put it into a date picker property - d...read more
AmyT99 on March 17, 2024
Report: Deals conversion % by Amount ($value)
Is it possible to create a report of deals conversion % by Amount ($value) rather than qty of deals? So equation would be: $value of deals closed won ÷ $value of deals created = XX % Time filter would be 12 months rolling. As our deal read more
Reply Idea Dashboards & Reports
0 upvote
0 Reply
FernandoElias on November 18, 2020
Making calculations within reports or dashboards
It'll be great to have this functionallity so we can have more powerful insights within HubSpot.
Reply Idea Dashboards & Reports
774 upvotes
155 Replies
AmyT99
Participant
March 17, 2024
Please release this feature soon!
809CharlieTango on August 30, 2017
Team Mentions (@mention Team)
Hello, I was wondering if it would be possible to add a feature in HubSpot where HubSpot teams can be mentioned in the Notes area of a contact, company and deal record. We want to avoid mentioning several names when receiving a payment or process read more
Reply Idea
349 upvotes
143 Replies
AmyT99
Participant
March 13, 2024
Yes please!
jfrancis14 on January 13, 2022
The ability to log meetings on behalf of someone else
Currently, you aren't able to log a call or a meeting on a deal when it is assigned to someone else in the company. As multiple people work on the same deal this functionality would be useful to have to save having to use the notes functionality read more
Reply Idea Deals
27 upvotes
9 Replies
AmyT99
Participant
March 04, 2024
Yes please - any work around suggestions in the meantime?
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