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vn
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everest8878 en May 16, 2017
Workflow Performance Reporting
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 Leer más
Responder Idea Sales Reporting Workflows
136 Me gusta
32 Respuestas
vn
Participante
Agosto 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...Leer más
Resuelta
vn en Marzo 30, 2021
Time stamp in Deal close date creating issues in multi geo views
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 Leer más
Responder Conversación Enterprise
4 Me gusta
2 Respuestas
warpandweft en Enero 29, 2020
Restrict Which Stages Deals Can Be Created In
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 Leer más
Responder Idea Deals
86 Me gusta
43 Respuestas
vn
Participante
Enero 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...Leer más
glencornell en Abril 11, 2019
Drill-downs for Sequences Open/Click Reporting
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 Leer más
Responder Idea Sales Reporting Sequences
409 Me gusta
151 Respuestas
vn
Participante
Agosto 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 ...Leer más
agnsob en Septiembre 10, 2018
Internal emails sent from deal workflow
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. Leer más
Responder Idea Deals Workflows
28 Me gusta
20 Respuestas
vn
Participante
Agosto 06, 2020
Hi, Did anyone figure out how to add an "associated company" in the internal deal notification?
everest8878 en May 16, 2017
Workflow Performance Reporting
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 Leer más
Responder Idea Sales Reporting Workflows
136 Me gusta
32 Respuestas
vn
Participante
Agosto 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...Leer más
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