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shiri
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Member since ‎Mar 3, 2020
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shiri on April 29, 2021
Lifecycle changed by a workflow - can we revert?
Hi, Our data got severely skewed - would appreciate any advice! We enrolled many leads in a workflow that updated their lifecycle stage to Sales Qualified Leads. Thing is that many of these leads were already in SQL stage , and now the "r read more
Reply Discussion CRM Reports
0 upvote
2 Replies
Solved
shiri on April 12, 2021
Lifecycle for imported contacts
Hi, Our sales team is frequently importing contacts - leads - into HubSpot. They get the "Subscriber" lifecycle stage by default - we want it to be Lead. Is there a place in HubSpot where I can change this configuration, other than creating a read more
Reply Discussion Contacts Lists
0 upvote
1 Reply
Solved
shiri on March 02, 2021
Distinguish Imported Leads from Inbound Leads
Hi all! HubSpot has two types of leads for us: Inbound leads, coming from marketing. Imported leads , coming from lists the SDR team uploads. The first group - marketing leads - reached out to us asking to read a piece of content or learn read more
Reply Discussion Contacts CRM Professional Settings
0 upvote
5 Replies
shiri
Participant
March 02, 2021
Thanks Karsten, think we'll try this - As suggested keep Leads for all sources (and distinguish sources in the original source/drill downs fields...read more
Solved
shiri on March 02, 2021
Distinguish Imported Leads from Inbound Leads
Hi all! HubSpot has two types of leads for us: Inbound leads, coming from marketing. Imported leads , coming from lists the SDR team uploads. The first group - marketing leads - reached out to us asking to read a piece of content or learn read more
Reply Discussion Contacts CRM Professional Settings
0 upvote
5 Replies
shiri
Participant
March 02, 2021
Thanks Karsten, think we'll try this - As suggested keep Leads for all sources (and distinguish sources in the original source/drill downs fields...read more
Solved
shiri on March 02, 2021
Distinguish Imported Leads from Inbound Leads
Hi all! HubSpot has two types of leads for us: Inbound leads, coming from marketing. Imported leads , coming from lists the SDR team uploads. The first group - marketing leads - reached out to us asking to read a piece of content or learn read more
Reply Discussion Contacts CRM Professional Settings
0 upvote
5 Replies
shiri
Participant
March 02, 2021
Thanks Karsten, think we'll try this - As suggested keep Leads for all sources (and distinguish sources in the original source/drill downs fields...read more
virginiam on November 07, 2017
Calculate and Report on the Time between Two Properties
I would like to create a custom report where i can see how much time my contacts spend in each stage of their Contact Lifecycle. I am looking for something much like the "time in deal stage" available for deals. I know that hubspot has the read more
Reply Idea Contacts & Companies Sales Reporting
539 upvotes
181 Replies
shiri
Participant
January 11, 2021
Can I get access to the beta?
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