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Shinojosa
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Member since ‎Feb 19, 2020
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kwiederhold on June 10, 2020
Why Keep Your Database Clean?
Verena Wiederhold HubSpotter since May of 2019 | Jun. 10. 2020 Key concepts: Contact Management Strategy, Time Management, Personalized Communication, Trust. My name is Verena Wiederhold, Customer Support Speciali read more
Reply Discussion Ask Me Anything How To
7 upvotes
2 Replies
Shinojosa
Contributor
July 24, 2020
Hi, What are some good guidelines for filtering out old contacts? We have a lot of contacts that have not been properly categorized and I would ...read more
Solved
Shinojosa on March 01, 2020
Cleaning Data
When cleaning data, what are some good processes that have been successful for others?
Reply Discussion Sales Dashboard
0 upvote
11 Replies
Shinojosa
Contributor
July 23, 2020
Brian, I appreciate the offer. I have a few meetings coming up this week to discuss our path forward. I'll be glad to reach out to you when I have ...read more
Solved
Shinojosa on March 01, 2020
Cleaning Data
When cleaning data, what are some good processes that have been successful for others?
Reply Discussion Sales Dashboard
0 upvote
11 Replies
Shinojosa
Contributor
July 23, 2020
Brian, I appreciate the offer. I have a few meetings coming up this week to discuss our path forward. I'll be glad to reach out to you when I have ...read more
APCJon on July 02, 2020
Deals timeline
Is there a way to see how long a deal stays in a certain stage? I want to measure the conversion rate as deals move through the stages and how long it takes a rep to move the deal forward.
Reply Discussion Sales Content Analytics
0 upvote
2 Replies
Shinojosa
Contributor
July 10, 2020
This is something that I am also interested in. Do you have any examples of a report that would track 'time in stage' for all deals in our pipeline?...read more
rboniek on January 24, 2020
Close Rate Report
Hi everyone! I'm looking to create a report that shows the closing rate percentage for each sales rep. Normally it would just be a simple (deals closed/total leads) calculation, but I can't seem to find that on HubSpot. Is there a way to do thi read more
Reply Idea Sales Dashboard
39 upvotes
25 Replies
Shinojosa
Contributor
July 07, 2020
I am trying to create this same report. Any Updates?
Solved
Shinojosa on March 10, 2020
Excel / HubSpot Leads
Hi, I am cross checking leads from excel to HubSpot. Is there an easy way to check to see if 500+ contacts from Excel are in HubSpot? Thanks for any info that oyu may provide. Steve
Reply Discussion
0 upvote
1 Reply
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