Lots of questions
Sep 7, 2017 5:59 PM
Loving hubspot so far!
I would love some help with some questions that I have. There's quite a few questions so I will number them for reference.
1. Is there any way to keep my old customers data with information such as their past orders or how much revenue they have bought us?
2. Can I import them from a spreadsheet that can keep track of when they first became a customer? This is quite important.
3. I am currently using 1 pipeline to track my sales and then a second pipeline that tracks the project flow.
For example pipeline 1 tracks where they are in the sales process. I then create a new deal which I can track them through the project process e.g receive order all the way to completed project. Is this okay to do?
4. Is there any way to track drop off data from the sales pipeline? Would be interesting to see how many people move onto each step too. Any data to get?
Thanks very much