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davidw803
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Member since ‎Sep 21, 2018
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davidw803
Member
January 19, 2022
Reply to Customize the close date in deals
@LMichael same. Our cycle is roughly 30 days so I would like the close date to be +30 from create date instead of the end of the month.
davidw803 on January 07, 2022
Deal Filters for Associated Contacts and Companies
When I have a deal that needs a contract, I need to check to see if a Contact and a Company are associated. If not I will throw a warning with the task tool to my sales reps. Is there not a simple "Yes" or "No" Hubspot property that could be used fo read more
Reply Idea Deals Workflows
3 upvotes
2 Replies
davidw803
Member
January 07, 2022
Reply to Workflow Action and Trigger - Associate Company or Contact
It's 2022, where is this? I should at least be able to identify if a company or contact is associated with a deal with the filters....
davidw803
Member
June 24, 2021
Reply to Customize the close date in deals
Can you believe it, 4 years later and this is still outstanding. I'm baffled...
davidw803
Member
January 25, 2019
Reply to Customize the close date in deals
5 pages of comments and still no change....
davidw803
Member
September 21, 2018
Reply to Customize the close date in deals
Close Date should be the actual close date and should be blank until that date. There should be a separate field called Projected/Expected close date...read more
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