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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
116 upvotes
30 Replies
Participant
April 20, 2022 14:39
Great idea, please make this for Marketing Enterprise!
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
2 upvotes
2 Replies
Key Advisor
April 01, 2021 04:23
Ahh timezones! Always fun 🙂 As per the note on this article : Please note: some elements of HubSpot use the time zone set in your comp...read more
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
47 upvotes
19 Replies
Participant
March 23, 2022 12:20
This is absolutely necessary! I don't want my Sales Rep to skip process! They need to sequentially work through the stages of the Pipeline. The fact...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
399 upvotes
150 Replies
Top Contributor | Platinum Partner
December 19, 2021 08:15
Would be *great* to see this by individual template. I can see all contacts who have clicked a sales email from the overview and what sequence they a...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
26 upvotes
20 Replies
Member
March 14, 2022 10:55
An automated email for internal deal emails would be great. My clients prefer to see their emails formatted professionally.
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
116 upvotes
30 Replies
Participant
April 20, 2022 14:39
Great idea, please make this for Marketing Enterprise!
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