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jorisbrabants1
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コミュニティー参加日： ‎10 11, 2019
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Joris Brabants

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アクティビティ

ScottH 6月 12日, 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).
返信 アイデア Lead Flows Marketing Reporting Sales Reporting
342 いいね！
164 コメント
jorisbrabants1
参加者
4月 15日, 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...続きを読む
jrwthetreegroup 11月 29日, 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 続きを読む
返信 アイデア Deals Sales Reporting
274 いいね！
98 コメント
jorisbrabants1
参加者
4月 06日, 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 3月 28日, 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 続きを読む
返信 アイデア Conversations
28 いいね！
14 コメント
jorisbrabants1
参加者
12月 18日, 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...続きを読む
ScottH 6月 12日, 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).
返信 アイデア Lead Flows Marketing Reporting Sales Reporting
342 いいね！
164 コメント
jorisbrabants1
参加者
4月 15日, 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...続きを読む
解決済み
aalvarado 1月 31日, 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 続きを読む
返信 ディスカッション
2 いいね！
4 コメント
jorisbrabants1
参加者
11月 14日, 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 ...続きを読む
jrwthetreegroup 11月 29日, 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 続きを読む
返信 アイデア Deals Sales Reporting
274 いいね！
98 コメント
jorisbrabants1
参加者
4月 06日, 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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