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HRich
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Member since ‎Dec 14, 2022
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HRich on December 22, 2023
How best to track ownership across multiple teams to calculate their commission
Hello everyone, I need to find a way to report on HubSpot which person from which team was involved in which deal, contacts, companies, so we can calculate their commission at the end of the year. We have three teams involved, early read more
Reply Discussion CRM
0 upvote
3 Replies
HRich
Contributor
December 22, 2023
Amazing, Thanks very much for all your help @karstenkoehler this year. Have a Merry Christmas and a Happy New Year!
Solved
HRich on December 22, 2023
How best to track ownership across multiple teams to calculate their commission
Hello everyone, I need to find a way to report on HubSpot which person from which team was involved in which deal, contacts, companies, so we can calculate their commission at the end of the year. We have three teams involved, early read more
Reply Discussion CRM
0 upvote
3 Replies
HRich
Contributor
December 22, 2023
Amazing, Thanks very much for all your help @karstenkoehler this year. Have a Merry Christmas and a Happy New Year!
Solved
HRich on October 30, 2023
Multiple currencies in company field "annual revenue"
Hi everyone, I want to use the "annual revenue" HubSpot company field to record info, but it can only be set to one currency: the one you have selected on HubSpot as your company's currency. However, I would like to be able to switch between read more
Reply Discussion CRM
0 upvote
3 Replies
Solved
HRich on October 13, 2023
Tracking activity type "email reply from contact"
Hello everyone, I am creating reports, and I want to capture the count of the sale's team activity. I have a report that counts the amount of meetings, calls, emails sent to contact. But when I try to create one for "email reply from read more
Reply Discussion Reports
0 upvote
6 Replies
HRich
Contributor
October 18, 2023
Hi Diana, Just to clarify quickly, email replies are being logged on my HubSpot. But there are not being counted in the report I took th...read more
Solved
HRich on October 17, 2023
Logging cals on company cards, but not appearing in reports
Hello everyone, In reports, do calls always have to be associated with contacts on HubSpot to be counted? I logged a call recently in a company card, and did not associate it with any contacts linked to the company in question, so it was onl read more
Reply Discussion Reports
0 upvote
1 Reply
Solved
HRich on October 13, 2023
Tracking activity type "email reply from contact"
Hello everyone, I am creating reports, and I want to capture the count of the sale's team activity. I have a report that counts the amount of meetings, calls, emails sent to contact. But when I try to create one for "email reply from read more
Reply Discussion Reports
0 upvote
6 Replies
HRich
Contributor
October 18, 2023
Hi Diana, Just to clarify quickly, email replies are being logged on my HubSpot. But there are not being counted in the report I took th...read more
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