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Conzo427
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Member since ‎Nov 6, 2019
  • solutions
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  • Replies
    14
  • Upvotes Given
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Activity

Mayayo on July 03, 2017
Disable the automatic field for closed date on deal level and disable any automatic field aside from create date on all contact, company and deal level.
194 upvotes
60 Replies
Contributor
September 07, 2021
I nearly fired someone for this! When they changed the deal status to "Cancelled" it changed the Deal Close date to today's date, which is messing ...read more
matica on July 15, 2017
The search function only pulls up phone numbers associated with 'Contacts' and not 'Companies'. It would be nice to be able to search by any phone number in your Hubspot directory, not just numbers associated with 'Contacts'
33 upvotes
14 Replies
Contributor
August 23, 2021
I tried this and it still doesnt work as it should. It seems like the biggest issue is that you have to format the phone number EXACTLY as it is in h...read more
Solved
Conzo427 on July 26, 2021
We can track lead converstion rates from a specific source pretty easily, however we want to track the conversion rates for the fresh leads only. Presently if a rep can't close a lead when it comes in they will take it out of their name and mark it read more
0 upvote
3 Replies
Contributor
July 28, 2021
Briliant! That made it so simple. Thank you for your help!
Solved
Conzo427 on July 26, 2021
We can track lead converstion rates from a specific source pretty easily, however we want to track the conversion rates for the fresh leads only. Presently if a rep can't close a lead when it comes in they will take it out of their name and mark it read more
0 upvote
3 Replies
Contributor
July 28, 2021
Briliant! That made it so simple. Thank you for your help!
Conzo427 on April 02, 2020
I have a workflow built that will alert the rep and manager if a lead is not contacted within 2 days, however, speed to lead is critical. I would also like to send an email if a new lead comes in before 4:00 pm and it isn't contacted within the fir read more
Hawk-Steve on February 05, 2019
My company consults with other companies on a B2B basis for training their staff, we build a company profile and an organisational needs analysis (ONA) for those companies to identify their training needs. What I find strange is that we can only read more
277 upvotes
110 Replies
Contributor
March 25, 2020
Yeah, I am confused as to why this isn't possible also. We are B2B not B2C
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