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JK1
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Member since ‎May 29, 2017
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  • Replies
    4
  • Upvotes Given
    24
  • Upvotes Received
    16
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Activity

benphillips on January 12, 2018
Feature request to allow scheduling an export of the Deals in a given Pipeline, e.g. once a week, email an XLSX file to me@mycompany.com ( https://knowledge.hubspot.com/articles/kcs_article/contacts/how-do-i-export-my-contact-company-and-deal- read more
58 upvotes
16 Replies
Member
August 30, 2022
Would be great if this feature could be added! I need to export deals and mail it every week, automating this process would be super.
Solved
psx on April 16, 2018
Hi I was looking into SuiteCRM (SugarCRM) – where it is possible to create dynamic fields – e.g. conditional dropdown list (What you select in one dropdown list decides what you can select in another drop down list. Does something similar exist read more
30 upvotes
15 Replies
Contributor
November 19, 2021
This is for forms, not for contacts properties... or is there a way to create a property like this by creating a form?
Solved
psx on April 16, 2018
Hi I was looking into SuiteCRM (SugarCRM) – where it is possible to create dynamic fields – e.g. conditional dropdown list (What you select in one dropdown list decides what you can select in another drop down list. Does something similar exist read more
30 upvotes
15 Replies
Contributor
November 19, 2021
This is for forms, not for contacts properties... or is there a way to create a property like this by creating a form?
Frank on January 24, 2017
Hi there, we really need to run filters on dates using relative terms like "today", "yesterday" etc. -- Salesforce has this ability and it's extrememly useful: https://help.salesforce.com/articleView?id=custom_dates.htm Currently, if we want read more
428 upvotes
152 Replies
Guide | Partner
September 27, 2022
In the companies (or any object really) view we want to be able to set a filter with rolling dates. Example Company A has the property "No follo...read more
Solved
JimmyLees on May 08, 2017
Hi There, This might be very simple but I want a notification to be emailed to the sales team when a deal is changed to closed won. How do I set this up? Thanks in advance.
2 upvotes
6 Replies
Contributor
December 31, 2019
Look @HubSpotMaster (adam sharrow) for dropping some workflow knowledge!
samisund on May 10, 2017
Hi! I faced interesting problem this week: I would like to have email notification everytime when the deal stage is changed to "Closed Won" or "Closed Lost". The problem is that email should contain the name of the deal, associated company, contact read more
24 upvotes
9 Replies
JK1
Participant
December 06, 2018
Surely this is available for Marketing Pro users too?
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