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HRich
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Miembro desde ‎dic 14, 2022
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HRich en Diciembre 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 Leer más
Responder Conversación CRM
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3 Respuestas
HRich
Colaborador
Diciembre 22, 2023
Amazing, Thanks very much for all your help @karstenkoehler this year. Have a Merry Christmas and a Happy New Year!
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HRich en Diciembre 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 Leer más
Responder Conversación CRM
0 Me gusta
3 Respuestas
HRich
Colaborador
Diciembre 22, 2023
Amazing, Thanks very much for all your help @karstenkoehler this year. Have a Merry Christmas and a Happy New Year!
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HRich en Octubre 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 Leer más
Responder Conversación CRM
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1 Respuestas
HRich en Octubre 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 Leer más
Responder Conversación Reports
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6 Respuestas
HRich
Colaborador
Octubre 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...Leer más
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HRich en Octubre 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 Leer más
Responder Conversación Reports
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1 Respuestas
HRich en Octubre 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 Leer más
Responder Conversación Reports
0 Me gusta
6 Respuestas
HRich
Colaborador
Octubre 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...Leer más
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