Sometime a deal isn't lost, but saying it has a 10% win percentage chance is an overstatement. We have many deals in a long-term follow up stage that should be 0% chance of closing, realistically, to prevent them from clogging up our reporting.
Hi I have successfully customised the deal stages but the percentage options are very restrictive and I dont seem to be able to customise them. I want to make 25% and 5% and 0% but dont have those options - is this possible? Thanks Kati read more
Hi guys, I find the desktop notifications from Sidekick really annoying. Especially on long threads where multiple people will open an email. If I want to know if someone's opened my email, I can simply go into that contact's profile. I kno read more
I use the meeting tool extensively in my business. All of my customer meetings are handled remotely and I use GoToMeeting for each. My HubSpot Meeting tool is connected to my Google Calendar, and my GoToMeeting instance is connected to my Google C read more
We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist read more
Is a feature to customize what days are recognized as non-business days being considered or developed? It'd be nice to set certain days to automatically skipped (not just weekends) when sending sequences.
When creating a deal from a contact record, Hubspot will automatically title it as the Company Name (great) and add "- New Deal" on to the deal name as well. There is no way to configure the system so that it does not automatically do this. read more