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Currently we set it to the date the automation creates the deal. But I feel like this doesn't actually reflect what HubSpot uses this field for, especially when it comes to reporting and when someone first imports a bunch of old data.
Proposed logic:
If it is a trial without a transaction then lets set create date to the date of the trial starting
If it is a trial that converts to a transaction then lets set it to the trial start date
If it is a transaction without a trial then lets set the create date to the transaction date
The text was updated successfully, but these errors were encountered:
Currently we set it to the date the automation creates the deal. But I feel like this doesn't actually reflect what HubSpot uses this field for, especially when it comes to reporting and when someone first imports a bunch of old data.
Proposed logic:
The text was updated successfully, but these errors were encountered: