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davidw803
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Mitglied seit ‎Sep 21, 2018
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David White

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Kim_GP on Juli 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 Beitrag ansehen
334 Likes
140 Antworten
Mitglied
Januar 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 Januar 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 Beitrag ansehen
3 Likes
2 Antworten
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 Beitrag ansehen
Mitglied
Januar 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 Juli 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 Beitrag ansehen
334 Likes
140 Antworten
Mitglied
Januar 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 Juli 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 Beitrag ansehen
334 Likes
140 Antworten
Mitglied
Januar 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 Juli 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 Beitrag ansehen
334 Likes
140 Antworten
Mitglied
Januar 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.
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