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jorisbrabants1
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Mitglied seit ‎Okt 11, 2019
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Joris Brabants

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Aktivität

ScottH on Juni 12, 2017
Company Lifecycle Funnel report
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Antworten Idee Lead Flows Marketing Reporting Sales Reporting
342 Likes
164 Antworten
jorisbrabants1
Teilnehmer/-in
April 15, 2020
"This is on our radar but there are not currently plans to build this feature. We will update you all if this changes." posted on Monday by @dmast...Beitrag ansehen
jrwthetreegroup on November 29, 2018
Required deal stages (so deals show in deal stage funnel report)
It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress Beitrag ansehen
Antworten Idee Deals Sales Reporting
274 Likes
98 Antworten
jorisbrabants1
Teilnehmer/-in
April 06, 2020
+1, we need this as well, or at least have an article on how to overcome this situation and make it impossible to skip stages
LollipopRob on März 28, 2019
Conversations Contacts Original Source = Offline... Why?
Hi, I'm a bit confused as to why contacts added to HubSpot via the Conversations Chat are set as 'Offline Source' for their original source We used to use Drift which integrated with HubSpot's tracking cookie to get the source of the contact - see Beitrag ansehen
Antworten Idee Conversations
28 Likes
14 Antworten
jorisbrabants1
Teilnehmer/-in
Dezember 18, 2019
+1!!!! I just did a test because I was wondering the same thing. I took a chat from an "Unknown Visitor" and associated it with a new contact, ju...Beitrag ansehen
ScottH on Juni 12, 2017
Company Lifecycle Funnel report
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Antworten Idee Lead Flows Marketing Reporting Sales Reporting
342 Likes
164 Antworten
jorisbrabants1
Teilnehmer/-in
April 15, 2020
"This is on our radar but there are not currently plans to build this feature. We will update you all if this changes." posted on Monday by @dmast...Beitrag ansehen
Gelöst
aalvarado on Januar 31, 2018
Filter by "opened an email that is not the weekly newsletter"
I'm creating a workflow that I want to be triggered if a person opens any email that is not one of our weekly newsletters. Suggestions on how to do this? Given: All of the weekly newsletters have an internal email name that begins with TWP- A Beitrag ansehen
Antworten Diskussion
2 Likes
4 Antworten
jorisbrabants1
Teilnehmer/-in
November 14, 2019
How far do you get with adding an if/then branch after sending an email through a workflow and there using email conditions to move them towards the ...Beitrag ansehen
jrwthetreegroup on November 29, 2018
Required deal stages (so deals show in deal stage funnel report)
It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress Beitrag ansehen
Antworten Idee Deals Sales Reporting
274 Likes
98 Antworten
jorisbrabants1
Teilnehmer/-in
April 06, 2020
+1, we need this as well, or at least have an article on how to overcome this situation and make it impossible to skip stages
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