KhushbooRevOps

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KhushbooRevOps

Participant

November 04, 2024

Reply to Customer Spending

Hi @JTeagle , It's great that you’ve integrated customer spend and revenue data into HubSpot. Setting up a notification for when a customer down tr...read more

KhushbooRevOps

Participant

November 04, 2024

Reply to Partial Invoicing

Hi @BRitchie8 , Yes, you can create partial invoices from a deal in HubSpot, and here’s how to handle it effectively. Start by organizing the ...read more

KhushbooRevOps

Participant

November 04, 2024

Reply to Contract Start and End Date at Line Item/Deal/Company Level

Hi @DCrinnion1 , To help you track Contract Start and End Dates here’s a simple guide to setting it up smoothly. First, create custom propert...read more

KhushbooRevOps

Participant

October 22, 2024

Reply to Mailerlite not syncing emails

Hi @VHannant , MailerLite email activity doesn't sync automatically to HubSpot. To track sent emails in HubSpot, you would need to do this, Yo...read more

KhushbooRevOps

Participant

October 22, 2024

Reply to Is there a way to compare my forecast amount amount in company currency with the previous year sales

Hi @NaveenKumar16 , To compare your forecast amount with last year's sales in HubSpot, you can try this, Add your revenue goal, closed amount...read more

KhushbooRevOps

Participant

October 22, 2024

Reply to Workflow to create deals with contact to contact associations

Hi @MikeDavis , Yes, you can associate multiple contacts with a deal in HubSpot workflows by adding a step to create associations after the deal ...read more

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