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DigitalMagenta
Member | Diamond Partner
Member | Diamond Partner
Member since ‎Apr 3, 2018
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Alice Chandrasekaran

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lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
670 upvotes
184 Replies
DigitalMagenta
Member | Diamond Partner
April 30, 2021
Hi, we are also coming up against a similar issue. For renewals, we just have a field "renewed" if "yes" create a new deal with the line items for th...read more
Siddall on June 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
Reply Idea Lists Sales Reporting
285 upvotes
170 Replies
DigitalMagenta
Member | Diamond Partner
July 14, 2020
It's about time already HubSpot 😉 Our clients ask for it all the time.
DigitalMagenta on September 27, 2018
My Team page says I passed, Track page doesn't show certification
I've looked through some of the other posts, but most people seem to be asking about the Inbound certification. My problem is with the Marketing Software certification, not sure if that makes a difference? When I look on the My Team page, it say read more
Reply Discussion
0 upvote
1 Reply
Siddall on June 22, 2017
Define our Fiscal Year / Quarters
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
Reply Idea Lists Sales Reporting
285 upvotes
170 Replies
DigitalMagenta
Member | Diamond Partner
July 14, 2020
It's about time already HubSpot 😉 Our clients ask for it all the time.
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