Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B Lire la suite

We change Contact Owners as Contacts move through our Sales funnel. This means that at the point where the contact changes owner, there is no way for me to see reports based on how many of each owner's contacts are making this shift. It would be gr Lire la suite

Would love to do some math on the back of the Workflow "Copy Property" function. Use Case: Renewal Automation The renewal deal's "Agreement Start Date" property is a copy of the original deal's "Agrement End Date" property. However, it shou Lire la suite

I'd like to create a Deal property that automatically populates a Year (not full date). My use case is related to Renewals automation. When a "New Busienss" deal closes, we immediately create the renewal via Workflows. The naming convention Lire la suite