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WWiant12
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Member since ‎Feb 22, 2024
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Wade Wiant

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WWiant12 on March 07, 2024
HI Hubspot Community! We are trying to recreate a report that we had in Salesforce for our CEO and with the help of support we were able to create it. That's the good news. Our struggles are around 2 things: 1. How do we get rid of the screen to th read more
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Participant
March 07, 2024
This is what we see when we try to export the report
WWiant12 on March 07, 2024
HI Hubspot Community! We are trying to recreate a report that we had in Salesforce for our CEO and with the help of support we were able to create it. That's the good news. Our struggles are around 2 things: 1. How do we get rid of the screen to th read more
0 upvote
2 Replies
Participant
March 07, 2024
This is what we see when we try to export the report
WWiant12 on February 22, 2024
Our company migrated from Salesforce to Hubspot last month and we migrated over all frecasted year end deals that were open as of EOY. Once migrated we implemented new deal stages and weighted amounts for all deals moving forward in Hubspot. The dea read more
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Participant
February 23, 2024
Thank you! We will give that a try.
WWiant12 on February 22, 2024
Our company migrated from Salesforce to Hubspot last month and we migrated over all frecasted year end deals that were open as of EOY. Once migrated we implemented new deal stages and weighted amounts for all deals moving forward in Hubspot. The dea read more
0 upvote
2 Replies
Participant
February 23, 2024
Thank you! We will give that a try.
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