Profile

davidw803
Member
Member since ‎Sep 21, 2018
  • solutions
    0
  • Replies
    0
  • Upvotes Given
    10
  • Upvotes Received
    4
  • Ideas
    1

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

David White

This user hasn't created a bio yet. Edit your own profile here!

Activity

Kim_GP on July 24, 2017
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more
334 upvotes
140 Replies
Member
January 19, 2022
@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
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
3 upvotes
2 Replies
toricook on September 11, 2019
Within workflows, I'd like the ability to associate a contact, company, or deal to another entity such as a contact, company, or deal. Use case: I have a deal associated with a contact from Company A. I'd like the ability to automatically assoc read more
Member
January 07, 2022
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....
Kim_GP on July 24, 2017
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more
334 upvotes
140 Replies
Member
January 19, 2022
@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.
Kim_GP on July 24, 2017
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more
334 upvotes
140 Replies
Member
January 19, 2022
@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.
Kim_GP on July 24, 2017
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more
334 upvotes
140 Replies
Member
January 19, 2022
@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.
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    Public - Community Champions

    A spot for HubSpot enthusiasts to connect and grow. All are welcome to join.