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Zayne
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Member since ‎Feb 9, 2023
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Zayne Upton

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Zayne on June 08, 2023
Some background. I'm trying to create another calculated field on a deal that shows the deal amount in a 3rd currency. The use case is that our South African sales teams sometimes sell a deal in CAD, but we still need this to show against a targeted read more
Contributor
June 10, 2023
Hi Jaycee. Here is the final calculation that I came up with that works and is (I hope) functionally the same, but calculates a ZAR value: "calcula...read more
Zayne on June 08, 2023
Some background. I'm trying to create another calculated field on a deal that shows the deal amount in a 3rd currency. The use case is that our South African sales teams sometimes sell a deal in CAD, but we still need this to show against a targeted read more
Contributor
June 10, 2023
Hi Jaycee. Here is the final calculation that I came up with that works and is (I hope) functionally the same, but calculates a ZAR value: "calcula...read more
Zayne on June 01, 2023
Hi I've been building out a custom quote template, and I've been customising the line_items_table module to show the info that I need. I've added a few custom fields to Line Items, specifically to show the the partner margin and partner discount read more
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Solved
Zayne on May 12, 2023
I'm trying to filter an api deal search: crm/v3/objects/deals/search. I want to get all the deals in our "Sales Pipeline" which has an id of 'default'. However, when I filter using filterGroups, how do I represent 'default'? { read more
Contributor
May 22, 2023
Thanks @Jaycee_Lewis ! I had tried this before but must've got the syntax incorrect.
Solved
Zayne on May 12, 2023
I'm trying to filter an api deal search: crm/v3/objects/deals/search. I want to get all the deals in our "Sales Pipeline" which has an id of 'default'. However, when I filter using filterGroups, how do I represent 'default'? { read more
Contributor
May 22, 2023
Thanks @Jaycee_Lewis ! I had tried this before but must've got the syntax incorrect.
Solved
Zayne on April 26, 2023
Our company is using Outlook to sync with HubSpot but I can't find a way to include public holidays into the sync'ed calendar. Is this possible?
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