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--Frank--
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Member since ‎May 15, 2018
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Frank Wessels

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--Frank-- on September 15, 2023
Custom Equation: Amount / Time Between
Hi, Part of our business is selling services. I'd like to create a new Deal Property that gets its value from a calculation. In two deal properties we set 'Start Date' and 'End Date' . This allows for a quick (and correct) return for 'Proje read more
Reply Discussion Professional
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--Frank-- on August 09, 2023
Pipeline First : Customize the 'Create deal' form
The ability to change the flow and behaviour of the 'Create Deal' form has seen some great improvements. However, I do not understand why I the order is not Pipeline first, before the Deal Stage... We work with 'only' two pipelines. And they ha read more
Reply Discussion Professional
0 upvote
3 Replies
--Frank--
Participant
August 09, 2023
Good spot! Thank you Karsten.
--Frank-- on August 09, 2023
Pipeline First: Customize the 'Create deal' form
The ability to change the flow and behaviour of the 'Create Deal' form has seen some great improvements. However, I do not understand why I the order is not Pipeline first, before the Deal Stage... We work with 'only' two pipelines. And they ha read more
Reply Idea Deals
0 upvote
0 Reply
Solved
--Frank-- on August 09, 2023
Pipeline First : Customize the 'Create deal' form
The ability to change the flow and behaviour of the 'Create Deal' form has seen some great improvements. However, I do not understand why I the order is not Pipeline first, before the Deal Stage... We work with 'only' two pipelines. And they ha read more
Reply Discussion Professional
0 upvote
3 Replies
--Frank--
Participant
August 09, 2023
Good spot! Thank you Karsten.
--Frank-- on October 12, 2022
Legacy Goals vs Goals New
Hi you fantastic community & HubSpot, What happened to Sales Revenue goals? In line with our anual budget, I used to be able to assign Revenue Goals to each HubSpot user, with what now is called Legacy Goals. The 'New' Goals only allow for in read more
Reply Discussion Professional
0 upvote
2 Replies
--Frank--
Participant
October 31, 2022
Hi Tiphaine, I know, that's exactly the problem. Till now as a Sales Pro user, I was able to set, or assign, revenue targets to every HubSpot ...read more
--Frank-- on October 12, 2022
Legacy Goals vs Goals New
Hi you fantastic community & HubSpot, What happened to Sales Revenue goals? In line with our anual budget, I used to be able to assign Revenue Goals to each HubSpot user, with what now is called Legacy Goals. The 'New' Goals only allow for in read more
Reply Discussion Professional
0 upvote
2 Replies
--Frank--
Participant
October 31, 2022
Hi Tiphaine, I know, that's exactly the problem. Till now as a Sales Pro user, I was able to set, or assign, revenue targets to every HubSpot ...read more
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