rj008

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Ryan Johnson

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rj008

Participant

September 15, 2023

Reply to weighted forecast

Hi @EHanwell and @Phil_Vallender , I am experiencing this same issue and figured out the problem. There are two canned revenue forecast report...read more

rj008

Participant

March 25, 2023

Reply to Customizing the Create Deal Form

Thank you, Sherry!

rj008

Participant

March 21, 2023

Reply to Customizing the Create Deal Form

Thank you! Do you know if the Create Deal form in the HubSpot Sales Extension for Gmail can be updated? I am able to choose Line items fro...read more

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rj008 on March 21, 2023

Customizing the Create Deal Form

I would like to customize the Create Deal form to be able to select products (Add line item) to include in a deal record. Ideally, my reps could add products via the Create Deal form from Gmail using the HubSpot Sales Extension for Gmail. Cu read more

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rj008

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March 20, 2023

Reply to Deal Type Definitions?

Thanks so much, Karsten!

Solved

rj008 on March 19, 2023

Deal Type Definitions?

Curious how folks would use the Deal Type property in our circumstances. We have an advertising business. All purchases are for a single campaign; our customers typically purchase once yearly. With regards to the Dealy Type, my thought is that read more

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