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CDetlefsen
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Member since ‎Sep 13, 2023
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Clara Detlefsen

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CDetlefsen on October 23, 2024
Locking Down Deal Creation to Child Companies
I was wondering if it was possible to lock down deal creation to Child Companies only & how to do this. Or any tips and tricks to help manage parent/child accounts. Situation - we don't want deals created on Company Global HQs (aka 'parent' read more
Reply Discussion Enterprise
1 upvote
2 Replies
Solved
CDetlefsen on October 09, 2024
Calculating Contract Length Based on Number of Months
We are trying to calculate the duration of a contract based on its start date and a "Contract Length" field (number - (months)). Is there a straightforward and accurate way to achieve this? For example: If a contract starts on January 1, read more
Reply Discussion Enterprise
0 upvote
1 Reply
CDetlefsen on October 08, 2024
Calculating Contract Length Based on Number of Months
We are trying to calculate the duration of a contract based on its start date and a "Contract Length" field (number - (months)). Is there a straightforward and accurate way to achieve this? For example: If a contract starts on January 1, 2025, a read more
Reply Idea Properties
0 upvote
0 Reply
Solved
CDetlefsen on August 14, 2024
POC deals
We have a new sales pipeline and a CS pipeline. The CS pipeline is set up so when the renewal date is within 120 days of today, a renewal deal is created. This works for standard contract types but the process for POC deals (typically 6 months) read more
Reply Discussion Enterprise
0 upvote
5 Replies
CDetlefsen
Participant
August 14, 2024
This is amazing, and very helpful. How would you suggest structuring this if we want to keep it in the Sales Pipeline? Thanks!
Solved
CDetlefsen on August 14, 2024
POC deals
We have a new sales pipeline and a CS pipeline. The CS pipeline is set up so when the renewal date is within 120 days of today, a renewal deal is created. This works for standard contract types but the process for POC deals (typically 6 months) read more
Reply Discussion Enterprise
0 upvote
5 Replies
CDetlefsen
Participant
August 14, 2024
This is amazing, and very helpful. How would you suggest structuring this if we want to keep it in the Sales Pipeline? Thanks!
PeterP on June 21, 2019
Set Goals in Multiple Currencies
Love the new currencies feature in HubSpot, however it needs to be extended to allow goal setting by currency. We have sales folks in different countries, it doesn't work well to set goals in the company's home currency. Please ensure that you'v read more
Reply Idea Sales Reporting
96 upvotes
24 Replies
CDetlefsen
Participant
October 24, 2023
This is vital - not sure why this has yet to be implemented. Crucial that we get this developped ASAP
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