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JCSalesOps
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Member since ‎Jul 16, 2020
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John Carey

I am a Sales Operations Specialist with an original background in Information Systems Technology.

Activity

mdunham on November 10, 2020
"Locking" a Closed Deal
Hi! We'd LOVE the functionality to be able to "lock" closed-won and closed-lost deals that have expired (we have 12-month subscriptions). Our team is growing fast and people are transfering territories and clients, however we do not want to transfer read more
Reply Idea Deals Sales Reporting
60 upvotes
21 Replies
JCSalesOps
Participant
February 17, 2021
This is an extremely urgent request! I am really surprised this is not in place already. The impact of allowing a record to change after the deal is...read more
maggiebutler on September 14, 2020
Welcome to the OpsLife community! Introduce yourself here 💬
OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n read more
Reply Discussion
18 upvotes
133 Replies
JCSalesOps
Participant
September 15, 2020
Great to be here and thank you Sharon for inviting me to this group. I lead Sales Operations and look forward to hearing ideas on reporting, dashboar...read more
Solved
JCSalesOps on July 16, 2020
Looking to create Notifications for Leads past due
I would Like Sales Operations to receieve a notification when a lead is not actioned within 24 hours. I undertstand I can set every set a Contact to "follow" but that is manual and Marketing sends the leads to Sales. That step can easily be missed w read more
Reply Discussion Contacts
0 upvote
4 Replies
JCSalesOps
Participant
July 17, 2020
Thanks!! this definately helps but I also want insight into this for the Sales Operations Team. In other CRM tools I had the ability to create notifi...read more
Solved
JCSalesOps on July 16, 2020
Looking to create Notifications for Leads past due
I would Like Sales Operations to receieve a notification when a lead is not actioned within 24 hours. I undertstand I can set every set a Contact to "follow" but that is manual and Marketing sends the leads to Sales. That step can easily be missed w read more
Reply Discussion Contacts
0 upvote
4 Replies
JCSalesOps
Participant
July 17, 2020
Thanks!! this definately helps but I also want insight into this for the Sales Operations Team. In other CRM tools I had the ability to create notifi...read more
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