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Devitt
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Member since ‎Feb 8, 2022
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Devitt on October 05, 2022
Hi! In order to have the most acurate funnel conversion report, I'm trying to find a way to have previous deal stages as requirements for moving a deal further down the funnel. For example - I don't want a rep to be able to move a deal from Stag read more
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Devitt on February 10, 2022
Hi Hubspot Community - I'm looking to more accuratly track my teams activities in hubspot. Is there a way to filter out any emails that have been sent automatically via a sequence and only look at say first emails (organic or via template) to a cont read more
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Devitt on February 08, 2022
I used a next step deal field quite frequently in a different CRM, and am trying to replicate the same functioality in HubSpot. Essentially, I want to capture the next step for a given deal in the pipeline, but also track the historial field va read more
0 upvote
2 Replies
Participant
February 09, 2022
Hey Karsten, Thanks for the reply! The reason I don't necessarily want to use deal stage is because I use the next step field to track much less...read more
Solved
Devitt on February 08, 2022
I used a next step deal field quite frequently in a different CRM, and am trying to replicate the same functioality in HubSpot. Essentially, I want to capture the next step for a given deal in the pipeline, but also track the historial field va read more
0 upvote
2 Replies
Participant
February 09, 2022
Hey Karsten, Thanks for the reply! The reason I don't necessarily want to use deal stage is because I use the next step field to track much less...read more
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