What do I get out of it?
Have a granular view of all your open deals
How does it work?
- Import the table deals from Hubspot
- Filter on the the "Deal Stage" column. Filter out the "closed" status
- You can then filter or sort on various other dimensions: date, deal owner, geography, etc
What do I get out of it?
Have a granular view of all your open deals
How does it work?
- Import the table deals from Hubspot
- Filter on the the "Deal Stage" column. Filter out the "closed" status
- You can then filter or sort on various other dimensions: date, deal owner, geography, etc