PMenkar1

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Preetesh Menkar

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PMenkar1

Contributor

May 06, 2025

Reply to Property to calculate number of renewals deals

Hey @karstenkoehler I tried it using the association label, we can mark the renewals by association labels. Created a rollup property for counti...read more

Solved

PMenkar1 on May 02, 2025

Property to calculate number of renewals deals

Hi folks, I am trying to create a calculated or roll-up property to get the number of active opportunities which are renewals in nature. I have a deal form where I capture the deal type i.e new or renewals. Natively HubSpot calculates how m read more

Reply Discussion RevOps

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PMenkar1

Contributor

March 13, 2025

Reply to Deals and Contact Lifecycle stage

Thanks you just read my mind it seems 😀 I was also checking out the new deal approval in pipeline settings. This method would take away direct dea...read more

Solved

PMenkar1 on March 12, 2025

Deals and Contact Lifecycle stage

Hi Folks, I have a requirement from the marketing team, that if we can restrict deal creation until and unless the contact to be associated with deal is updated to "Opportunity" on lifecycle stage. In other words, we need to see the contacts to mov read more

Reply Discussion RevOps

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3 Replies

PMenkar1

Contributor

March 04, 2025

Reply to Tracking previous deal stage

hey @MHolzer , thank you for responding and taking keen interest in the troubleshooting. My goal - Map the last previous stage from the actual c...read more