Tips, Tricks & Best Practices

JVanDerLinden
Member

How to show activity at Deal Stage

SOLVE

I am working in the Sales - Deal stage and would like to know why many of the deals show "Inactive for X days".  I sent a bulk email to contacts in the Pre-Qualified deal stage but the deal still shows as Inactive for X days, I need to show that they have been nurtured/touched. If I open the contact associated with the deal it shows they received the email.  How can I show a deal has recently been touched so the Inactive for X days is removed? 

 

If I open a deal not showing the Inactive for X days it show that a one off email was sent. Will a bulk email not show as an activity under the deal? Do I have to associate the deal (company name) with each contact when sending bulk emails - not sure this is possible. 

 

Thank you for your help! 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to show activity at Deal Stage

SOLVE

Hi @JVanDerLinden,

 

Could you specify what you mean by "bulk email"? Is this a marketing email or an email sent through your personal connected inbox?

 

(Marketing emails do not count towards sales activity.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to show activity at Deal Stage

SOLVE

Hi @JVanDerLinden,

 

Could you specify what you mean by "bulk email"? Is this a marketing email or an email sent through your personal connected inbox?

 

(Marketing emails do not count towards sales activity.)

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
JVanDerLinden
Member

How to show activity at Deal Stage

SOLVE
When I say bulk email I am referencing email sent to a Marketing list created in HubSpot and sent through HubSpot.
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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

How to show activity at Deal Stage

SOLVE

Hi @JVanDerLinden,

 

If this is an email sent from Menu > Marketing > Email, then this does not count towards sales activity. It won't reflect on the "inactive" label. As far as I know, this cannot be changed. (Don't shoot the messenger.)

 

With contact-based workflows, you could update a custom date property on the deal, based on the Last marketing email send date contact property. This would still not make a deal show up as active but would give you more filtering options.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

JVanDerLinden
Member

How to show activity at Deal Stage

SOLVE
Thank you!
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