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TGibs02
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Member since ‎Sep 2, 2024
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TGibs02 on April 27, 2025
Creating an alert for internal teams
Hi eveyone, Hoping to get some advice please. We have recently had a string of public holidays. Over this time there are some actions that need to be completed prior to the holiday in anticipation of people being out of the office. Has a read more
Reply Discussion CRM Notifications Workflows
1 upvote
2 Replies
Solved
TGibs02 on April 03, 2025
Calculation field custom equation help
Hello, Hoping I can get some help with a formula or another way to resolve my scenario. The scenario When a Company becomes a 'Client' two things happen 1. We set a 'Client as of Date' 2. They are set to a type of New Business. 30 days a read more
Reply Discussion Workflows
0 upvote
2 Replies
TGibs02
Contributor
March 10, 2025
Reply to Multiple Approval Stages
It would also be great if you didn't have to hard code in an approver e.g if you could use a HubSpot user property like 'Manager' or 'Delegate Approv...read more
TGibs02
Contributor
March 10, 2025
Reply to Clone Deal Pipelines
We would like to implement the new deal approval process however with the limitation of three hard coded approvers we need to split our pipeline out ...read more
Solved
TGibs02 on February 27, 2025
Report aggregation option with a Percentage
Hi, I am using the KPI widget and I have a percentage I want to display. Here is an example of what I want to display: Actual Target % Kim 17,000 45,000 38% David 20,000.30 24,000.72 83% Total 37,000 69,00 read more
Reply Discussion Dashboards Reports
0 upvote
1 Reply
TGibs02
Contributor
December 03, 2024
Reply to Compare two fields
Legend! Thank you. Works perfectly.
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