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DCross
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Member since ‎Feb 16, 2023
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Deborah Cross

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DCross on July 26, 2023
How to report on deals with multiple associated companies
Greetings - could I please get some advice? Our deals have, at minimum, a primary company and another associated company. When building report tables in hubspot, I get duplicate rows for the deal when I want to include Company Name - one for each read more
Reply Discussion Reports
3 upvotes
4 Replies
DCross
Participant
July 28, 2023
To be clear - this isn't a solution, it's the best I've been able to do. I don't want a pivot table with a blank column or a report where the deal is...read more
DCross on July 26, 2023
How to report on deals with multiple associated companies
Greetings - could I please get some advice? Our deals have, at minimum, a primary company and another associated company. When building report tables in hubspot, I get duplicate rows for the deal when I want to include Company Name - one for each read more
Reply Discussion Reports
3 upvotes
4 Replies
DCross
Participant
July 28, 2023
To be clear - this isn't a solution, it's the best I've been able to do. I don't want a pivot table with a blank column or a report where the deal is...read more
DCross on July 26, 2023
How to report on deals with multiple associated companies
Greetings - could I please get some advice? Our deals have, at minimum, a primary company and another associated company. When building report tables in hubspot, I get duplicate rows for the deal when I want to include Company Name - one for each read more
Reply Discussion Reports
3 upvotes
4 Replies
DCross
Participant
July 28, 2023
To be clear - this isn't a solution, it's the best I've been able to do. I don't want a pivot table with a blank column or a report where the deal is...read more
DCross on April 10, 2023
Shared Calendar by Meeting Type
I'd like to be able to have a view of meetings via hubspot that shows me meetings with any owner, but only of a particular meeting type. Is this possible? In my current calendar view the meeting types we can choose from is limited to only a few, not read more
Reply Discussion Calendar Meetings
0 upvote
2 Replies
DCross
Participant
April 12, 2023
Thanks Pam - I don't think the meetings and scheduling page is going to meet my needs. Even if I set a group up, it just provides a scheduling page f...read more
DCross on April 10, 2023
Shared Calendar by Meeting Type
I'd like to be able to have a view of meetings via hubspot that shows me meetings with any owner, but only of a particular meeting type. Is this possible? In my current calendar view the meeting types we can choose from is limited to only a few, not read more
Reply Discussion Calendar Meetings
0 upvote
2 Replies
DCross
Participant
April 12, 2023
Thanks Pam - I don't think the meetings and scheduling page is going to meet my needs. Even if I set a group up, it just provides a scheduling page f...read more
Solved
DCross on February 16, 2023
Report no meetings of a particular type
I'd like to be able to report which companies we have not met with but it doesn't seem possible? There's only no activity within a certain time period? If I can manage to achieve this I would also like to know if there are companies who haven't read more
Reply Discussion Meetings Reports
0 upvote
2 Replies
DCross
Participant
February 19, 2023
Thank you, that works very well 🙂
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