CRM

Hello! Is there a way we can restrict Deal Stage to a specific stage at the time of Deal Creation. Is there also a way to restrict Deal movementin the pipeline to move linearly, i.e. they can't skip a specific stage? Appreciate support f...

Hi, There's a problem we have been trying to figure out how to solve, which is with the dropdown list of options provided when you try to associate a deal with a company (from create deal form). The issue is that this list has a lot of old o...

Hi, I want to set up sequencing to automate follow-up pings to sales qualified leads that have not responded. In this case, an initial quotation e-mail has been sent and this is stored in the CRM system on the contact (using the BCC address). The e...

Hey everyone, I made a list. Now I want to manually add one specific company to this list. Somehow this seems difficult to do. It seems lists only want me to use filters, which is completely uninteresting and unnecessary. Anyone explain how ...

Hello everyone, I am trying to integrate Indiamart and Hubspot and I was wondering if anyone has any experience with this or can provide any guidance. Our goal is to streamline our sales processes and have all our leads and contacts in one place...

Nearly all Hubspot clients using the quote capabilities within Hubspot would benefit from being able to utilize a 'Bill-to' address and a 'Ship-to' address when providing Hubspot quotes to customers. Is it true that Hubspot does not enable the c...

Hi All, So far we've used to sell products "à la carte" to our customers. They could buy: product A, product B, product C. For each product sales would create a separate deal, with the corresponding unit price and quantity. We're adop...

HI All, I'm struggling to do this using the record customization option. Below is a screen capture of the left panel of a typical deal in my CRM. I want to remove the field marked in RED. (close date) from the top of the left panel. It's howev...

Would temporarily removing someone from a paid sales seat affect the one-to-one communication sequences, documents, and templates they have created and uploaded? We have limited paid sales seats and one of our power users is on temporary leave, ...

Hi, I'm just wondering if anyone else has the same problem here. Some of my sales guys claim that after updating unit price on the deal line item, pushing the Save button and when the "Update deal amount" pop-up shows up, they select: Update ...

Hi y'all, I'm at wits' end, so maybe you can help me. We have currently two pipelines. One; the original Sales Pipeline, and the second; our Account Manager Pipeline. What we are trying is to automate, is the process of copying a "Won Deal" in...

Sales ops: Pipeline The importance of deep diving into the operation to build the best pipeline. By reading the book The Sales Development playbook: build repeatable pipeline and accelerate growth with inside sales I conclude...