mbrown

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solutions
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Mali Brown

Experienced Digital Marketing Specialist and HubSpot Expert with a demonstrated history of working in the marketing and advertising industry. Skilled in Marketing Automation, HubSpot Onboarding, PPC, Search Engine Optimization (SEO), Marketing Strategy, Digital Marketing, Social Media, and Training.

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Solved

McPoyle on March 02, 2023

Sales by Item Report

I'm relatively new to Hubspot reporting and I'm trying to create what I thought was a very simple report: Sales by Item. I can't seem to find (or create a calculated field) in Line Items that gives me the extended price (unit price x qty) for indiv read more

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mbrown

Contributor | Platinum Partner

March 03, 2023

Thanks for the mention @PamCotton . What subscription are you on @McPoyle ? You can report on line items if using Professional or Enterprise ...read more

Solved

LBorton on January 26, 2023

Line Items

Is there a way to pull in line items when we merge deals? Currently if I merge an old deal with line items into a new deal with no line items they don't get pulled over.

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mbrown

Contributor | Platinum Partner

January 27, 2023

Hi @LBorton . When merging two deals, this should pull through all line items on a deal. Can you provide screenshots of this happening? As in...read more

Solved

Yu_Takano on January 11, 2023

展示会_名刺情報のインポート方法

展示会で獲得した、名刺情報のインポートを予定しています。姓名/メールアドレスなどのインポート方法は存じているのですが、具体的に「2023年春のITイベント」にて交換した名刺情報などの情報をコンタクトに追加するにはどうすれば良いのでしょうか？ ①CSVインポートにて、イベントの具体名を紐づけることはできるのか ②上位プランを契約してキャンペーンを使う必要があるのか皆様から教えていただけますと幸いです。 ■利用プラン・Marketing Hub read more

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mbrown

Contributor | Platinum Partner

January 11, 2023

Hi @Yu_Takano Sorry if I have misunderstood - I used Google Translate to understand your question. If you are planning on using a CSV...read more

MCarden on January 11, 2023

Workflow: format properties based on manual input and make it automated

I'm trying to create a workflow to calculate various properties based on manual input in 'default' properties. For example our customers pay an annual fee, but this fee starts low the first month and then increseas each month. The sales people inser read more

Reply Discussion CRM Workaround Workflows

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mbrown

Contributor | Platinum Partner

January 11, 2023

Hi MCarden, The way you ahve explained will probably be the most straight forward, but if the annual fee is the uniform across all contacts/com...read more

Solved

CRavnsborg on September 20, 2022

No notification to to ticket owner

Hello, Previously, the ticket owner received a notification when she/he has been assigned a ticket, but not anylonger. It is strange, because a task owner still receive a notification and in the settings, we have indicated that a nofitication shoul read more

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1 upvote

8 Replies

mbrown

Contributor | Platinum Partner

September 20, 2022

Hi @CRavnsborg Thanks for the update. Is this problem portal wide - is anyone else experiencing this issue or just one HubSpot user? I...read more

Solved

CRavnsborg on September 20, 2022

No notification to to ticket owner

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1 upvote