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RVice
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Member since ‎Aug 30, 2019
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Rob Vice

Engineering the sales cycle within HubSpot. Trying to reduce the spreadsheets and steps required to close a deal from contracts, invoicing, order entry and deal tracking.

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RVice
Member
March 11, 2020
Reply to Primary Contact Company Property
@Lankester For the supplier list, add a property "primary contact" with a "YES/NO". Then you can use a contact filter for primary contact to get th...read more
RVice
Member
March 04, 2020
Reply to More Activity Tab Options
Please add this....we have team members that use meetings instead of calls, even though they are more call related
RVice
Member
October 21, 2019
Reply to Deal sorting on the company view
It does appear random. At the very least, I would like some form of "I don't care about this deal from the top-level company/contact page" Additi...read more
RVice on October 07, 2019
Master Deal with sub-deals that de-crement the amount
The idea here is, we have the agreed potential from a customer say $100000. But the agreements are setup that they are billed say quarterly. It's possible the contract is lost at any point in between based on exception criteria. The current system i read more
Reply Idea Deals Sequences Workflows
39 upvotes
12 Replies
RVice
Member
August 30, 2019
Reply to Primary Contact Company Property
This is all around deals. The purpose of having a "contact champion" or designated "champions" allows the team to know who the key deal players a...read more
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