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TFerraro
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Member since ‎May 23, 2023
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Tina Ferraro

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Solved
TFerraro on September 13, 2023
How does "Most Used Properties" in Advanced Filter Populate
My users routinely search on a handful of properties in Deals. My "Most Used Properties" now includes the ones I frequently search on. Is there a way I can instruct users to manually add a property to their "Most Used Properties"? Or does this on read more
Reply Discussion Professional
1 upvote
2 Replies
DCL on May 15, 2017
Clone Deal Pipelines
Hubspot Team, Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines. Thanks, read more
Reply Idea Deals
288 upvotes
108 Replies
TFerraro
Participant
June 29, 2023
I don't need to clone a pipeline, just a Deal. We repeat work for our customers every year or three years, depending on the description. Would be g...read more
Solved
TFerraro on June 28, 2023
Why are my imported close dates off by one day?
We imported data from previous CRM to HubSpot and the Close Dates are off by one day. We have Deals with a close date of 5/1/23 and they imported as 4/30/23. Everything else looks good.
Reply Discussion Professional
0 upvote
2 Replies
TFerraro
Participant
June 29, 2023
It was the time stamp that was throwing the date off by one day. Thank you.
Solved
TFerraro on June 29, 2023
Hide a Drop Down List Entry that is no longer a valid option
We created a property in Deals that shows who is working on the estimate for a Deal, which frequently can be a different person from the Deal Owner - hence the separte field. When an Estimator leaves the company I'd like to not have them show o read more
Reply Discussion Professional
1 upvote
3 Replies
TFerraro
Participant
June 29, 2023
Thanks for offering an option. However, based on your reply, that hiding them is not possible, I think rather than moving them to a separate propert...read more
Solved
TFerraro on June 29, 2023
Hide a Drop Down List Entry that is no longer a valid option
We created a property in Deals that shows who is working on the estimate for a Deal, which frequently can be a different person from the Deal Owner - hence the separte field. When an Estimator leaves the company I'd like to not have them show o read more
Reply Discussion Professional
1 upvote
3 Replies
TFerraro
Participant
June 29, 2023
Thanks for offering an option. However, based on your reply, that hiding them is not possible, I think rather than moving them to a separate propert...read more
Solved
TFerraro on June 28, 2023
Why are my imported close dates off by one day?
We imported data from previous CRM to HubSpot and the Close Dates are off by one day. We have Deals with a close date of 5/1/23 and they imported as 4/30/23. Everything else looks good.
Reply Discussion Professional
0 upvote
2 Replies
TFerraro
Participant
June 29, 2023
It was the time stamp that was throwing the date off by one day. Thank you.
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