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MRoberts8
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Membre depuis ‎janv. 2, 2024
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MarshallAMS le Mai 21, 2021
Report for # of contacts per company
I am trying to create a report showing the number of contacts we have at each company. I want a chart to display the companies with at least a certain number of contacts using the "associated company" property and the number of contacts at each. Is Lire la suite
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MRoberts8
Participant
Août 19, 2024
@karstenkoehler this is helpful! Following up on this question, is there a way to do the count of associated contacts with a company with condi...Lire la suite
MRoberts8 le Juin 25, 2024
Seeing the historical fill rate of a property
Hi, I'm looking to see the fill rate over time of a property. In other words, what percent was filled in last week vs. last month vs. last year etc. Is there a way to find this information on Hubspot? I can only see downloading property hist Lire la suite
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MRoberts8 le Mars 29, 2024
Calculating off of the Total contract value property
I'm trying to create a calculated deal property that looks at the total contract value (i.e., the value from the associated line items) vs. the total quote amount (i.e., the value from the line items less the one-tiem discounts). When I'm trying Lire la suite
Répondre Discussion Enterprise
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MRoberts8
Participant
Avril 01, 2024
Hi Pam, I have the custom properties set up, but no way to fill the total contract value. For some reason the only way I'm able to get the total ...Lire la suite
Résolues
MRoberts8 le Mars 29, 2024
Calculating off of the Total contract value property
I'm trying to create a calculated deal property that looks at the total contract value (i.e., the value from the associated line items) vs. the total quote amount (i.e., the value from the line items less the one-tiem discounts). When I'm trying Lire la suite
Répondre Discussion Enterprise
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3 Réponses
MRoberts8
Participant
Avril 01, 2024
Hi Pam, I have the custom properties set up, but no way to fill the total contract value. For some reason the only way I'm able to get the total ...Lire la suite
Résolues
MRoberts8 le Mars 06, 2024
Making a deal property required based on other properties
We have a deal property that is required at the Closed Lost stage of a deal, but we want to make it not required/appear if the Closed Lost customer is in a certain industry segment (captured in a segment deal field at deal creation). I know con Lire la suite
Répondre Discussion Enterprise
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MRoberts8
Participant
Mars 06, 2024
I might be being dense. Someone enters the industry at the first stage of the deal ahd the property in question is something entered at the Close...Lire la suite
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MRoberts8 le Mars 06, 2024
Making a deal property required based on other properties
We have a deal property that is required at the Closed Lost stage of a deal, but we want to make it not required/appear if the Closed Lost customer is in a certain industry segment (captured in a segment deal field at deal creation). I know con Lire la suite
Répondre Discussion Enterprise
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3 Réponses
MRoberts8
Participant
Mars 06, 2024
I might be being dense. Someone enters the industry at the first stage of the deal ahd the property in question is something entered at the Close...Lire la suite
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