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jorisbrabants1
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Miembro desde ‎oct 11, 2019
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ScottH en Junio 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).
Responder Idea Lead Flows Marketing Reporting Sales Reporting
342 Me gusta
164 Respuestas
jorisbrabants1
Participante
Abril 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...Leer más
jrwthetreegroup en Noviembre 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 Leer más
Responder Idea Deals Sales Reporting
274 Me gusta
98 Respuestas
jorisbrabants1
Participante
Abril 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 en Marzo 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 Leer más
Responder Idea Conversations
28 Me gusta
14 Respuestas
jorisbrabants1
Participante
Diciembre 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...Leer más
ScottH en Junio 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).
Responder Idea Lead Flows Marketing Reporting Sales Reporting
342 Me gusta
164 Respuestas
jorisbrabants1
Participante
Abril 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...Leer más
Resuelta
aalvarado en Enero 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 Leer más
Responder Conversación
2 Me gusta
4 Respuestas
jorisbrabants1
Participante
Noviembre 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 ...Leer más
jrwthetreegroup en Noviembre 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 Leer más
Responder Idea Deals Sales Reporting
274 Me gusta
98 Respuestas
jorisbrabants1
Participante
Abril 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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