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vn
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Member since ‎Jun 13, 2017
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Vinod Nair

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Activity

everest8878 on May 16, 2017
My team would like to see the ongoing results of their assigned workflows. Without allowing the Sales Rep access to the Marketing functions, there is currently no way to report. The workflow performance reports cannot be exported or printed, an read more
142 upvotes
32 Replies
vn
Participant
August 17, 2021
Something that I recently noticed which might be useful for many who are trying to measure their workflow performance is to create a campaign and add...read more
Solved
vn on March 30, 2021
Hi, The deal close date property has timestamp built into it, (which is hidden and you don't see). However, this is creating a problem for me in reporting. So, on an evening say after 8 PM US Eastern time, if a sales rep in US records a deal with c read more
4 upvotes
2 Replies
warpandweft on January 29, 2020
I have designed our Sales pipeline with a few 'deal stages' to operate in a way that once a sale is closed & deposit was received, they must move the deal to the "Deposit" stage and then the deal will automatically transfer into our Production p read more
88 upvotes
46 Replies
vn
Participant
January 26, 2021
Looks like no progress on this! I just chatted with support. This is essential. My reps are creating deals in advanced stages and circumventing all t...read more
glencornell on April 11, 2019
There's no way to see the contacts that are actually opening, clicking, replying, and booking meetings on sequences. This report is currently only helpful for evaluating the effectiveness of a sequence but it does not allow users to take action from read more
410 upvotes
151 Replies
vn
Participant
August 13, 2020
Any update on this? We were looking to move a bunch of BDRs using a different tool to Hubspot sales pro and in a pilot stage.. I really am at a loss ...read more
agnsob on September 10, 2018
I was trying to build a new deal-centered workflow. Whenever the deal is moved to closed lost / won , we want to send an internal notification to the commercial team members. Currently, it is only possible to send an external marketing email. read more
28 upvotes
20 Replies
vn
Participant
August 06, 2020
Hi, Did anyone figure out how to add an "associated company" in the internal deal notification?
everest8878 on May 16, 2017
My team would like to see the ongoing results of their assigned workflows. Without allowing the Sales Rep access to the Marketing functions, there is currently no way to report. The workflow performance reports cannot be exported or printed, an read more
142 upvotes
32 Replies
vn
Participant
August 17, 2021
Something that I recently noticed which might be useful for many who are trying to measure their workflow performance is to create a campaign and add...read more
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