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nigeld27
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Member since ‎May 4, 2020
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nigeld27 on March 22, 2023
Is it possible to report on Deal timelines?
Hello, We are on the 'free' sales subscription, which is to say: We use Hubspot deal pipeline but nothing else in the sales tools. There are 7 stages to our pipeline. I want to pull a report that tells me how long a deal is within each st read more
Reply Discussion Free
0 upvote
2 Replies
nigeld27
Contributor
March 22, 2023
That was embarassingly easy! Thanks! I don't suppose you can explain what "Time in Stage - Won" or "Time in Stage - Closed" means, can you, pleas...read more
Solved
nigeld27 on March 22, 2023
Is it possible to report on Deal timelines?
Hello, We are on the 'free' sales subscription, which is to say: We use Hubspot deal pipeline but nothing else in the sales tools. There are 7 stages to our pipeline. I want to pull a report that tells me how long a deal is within each st read more
Reply Discussion Free
0 upvote
2 Replies
nigeld27
Contributor
March 22, 2023
That was embarassingly easy! Thanks! I don't suppose you can explain what "Time in Stage - Won" or "Time in Stage - Closed" means, can you, pleas...read more
Solved
nigeld27 on July 06, 2022
Customer Account Management
Hello, We are a consulting business. We use Hubspot for marketing, CRM, and recently began using the basic versions of Sales and Services. My question: We want to get better at account management. For example, with our existing customers, read more
Reply Discussion best practices
1 upvote
4 Replies
nigeld27
Contributor
July 08, 2022
Hi @Jnix284 , thanks for the response. There may be categories for the type of customer goals but they would probably be free text fields. I...read more
Solved
nigeld27 on July 06, 2022
Customer Account Management
Hello, We are a consulting business. We use Hubspot for marketing, CRM, and recently began using the basic versions of Sales and Services. My question: We want to get better at account management. For example, with our existing customers, read more
Reply Discussion best practices
1 upvote
4 Replies
nigeld27
Contributor
July 08, 2022
Hi @Jnix284 , thanks for the response. There may be categories for the type of customer goals but they would probably be free text fields. I...read more
nigeld27 on June 17, 2022
Delayed Send on Timezone on the next weekday
I like the feature on emails where I can click "Send based on timezone" however I don't like the way it says " This time has already passed in some time zones. Your email will be sent to contacts in these time zones at the same local time tomorrow. read more
Reply Idea Marketing Emails
0 upvote
0 Reply
Solved
nigeld27 on February 08, 2022
Is this a Hubspot Sales feature or a custom CMS page?
Hello There, I apologise in advance: I don't know where to post this question so I'm posting it here. My business sells consulting services, priced in Bronze/Silver/Gold packages. Somewhere costs are scaled based on project size. It o read more
Reply Discussion Sales
0 upvote
3 Replies
nigeld27
Contributor
February 09, 2022
Thanks. I have found a third party tool which creates these pages that has a Hubspot integration.
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