ChrisBabelquest

Se debe instalar y activar JavaScript para utilizar estos foros. Parece que el navegador tiene JavaScript desactivado o que no lo admite. Consulte el archivo de ayuda del navegador para determinar cómo activar JavaScript.

Colaborador | Partner nivel Elite

Miembro desde

Enviar mensaje

Soluciones
2
Respuestas
9
Me gusta otorgados
61
Me gusta recibidos
25
Ideas
1

Acerca de

Inicia sesión en la comunidad u obtén HubSpot gratis para ver los perfiles de los otros usuarios.

Amigos

La lista de amigos está vacía

Chris Grant

Este usuario aún no creó una biografía. Edita tu perfil aquí.

Actividad

JacquelineOng en Septiembre 02, 2022

Set deal stage to 0% deal probability without deal being in "Lost" stage.

Posting on behalf of a customer. This is related to another idea thread which made it possible to set custom deal probability percentages. Currently, when a deal is set to 0% probability, this causes the deal to be considered as a clos Leer más

Responder Idea Account Settings Deals

24 Me gusta

9 Respuestas

ChrisBabelquest

Colaborador | Partner nivel Elite

Noviembre 30, 2023

Replying to give this a bump! It's quite a frustrating piece of functionality and I've battled with it a few times

ChrisBabelquest en Noviembre 14, 2023

Upload and send unique documents from the contact record with the same tracking

We'd like to be able to add a unique document to a contact record and send it via email. This would be for bespoke documents that were only relevant to a single contact or company. These documents would have the same tracking as standard HubS Leer más

Responder Idea Sales Documents

8 Me gusta

0 Respuestas

Resuelta

WShallman en Junio 26, 2023

Can You Even Create Opportunities?

Whats up everyone! I was using salesforce for a long time. I am now implementing a few GTM sales structures for the new company I am at... In Saleforce you could create an "Opportunity" and then convert that "Opportunity" into a "Deal." Leer más

Responder Conversación CRM

0 Me gusta

3 Respuestas

ChrisBabelquest

Colaborador | Partner nivel Elite

Junio 28, 2023

Have you considered adding "opportunity" stage/s at the beginning of your sales pipeline? If the first stage is "opportunity" you can add prope...Leer más

Resuelta

VIyengar en May 31, 2023

Workflow to check deals w/ overdue or no tasks

Hi, !Newbie alert! I have a lot of legacy and inactive deals in my pipeline and I want to setup a filter, which will show me all deals with: 1) No tasks assigned; 2) Overdue tasks I've tried using workflow following this solution: htt Leer más

Responder Conversación Tasks Workflows

2 Me gusta

4 Respuestas

ChrisBabelquest

Colaborador | Partner nivel Elite

May 31, 2023

The statuses don't have a cut and dried definition beyond their names and peoples interpretations You could use 'task status is none of complet...Leer más

Resuelta

VIyengar en May 31, 2023

Workflow to check deals w/ overdue or no tasks

Responder Conversación Tasks Workflows

2 Me gusta

4 Respuestas

ChrisBabelquest

Colaborador | Partner nivel Elite

May 31, 2023

The statuses don't have a cut and dried definition beyond their names and peoples interpretations You could use 'task status is none of complet...Leer más

CFarrell8 en Abril 22, 2022

Ability to Edit Monetary Field for Revenue Goal

The new Beta version of Revenue Goal is great - it's exactly the kind of tracker our team has been looking for and have sought third party solutions for. One feature that would be really helpful to make this tool complete would be the ability to ch Leer más

Responder Idea Analytics Tools

2 Me gusta

2 Respuestas

ChrisBabelquest

Colaborador | Partner nivel Elite

May 03, 2022

I would love to see this! Allowing the ability to set goals against different revenue fields would make a big difference. Ideally the ability to sele...Leer más

Ver publicaciones más recientes