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nigeld27
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Miembro desde ‎may 4, 2020
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nigeld27 en Marzo 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 Leer más
Responder Conversación Free
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nigeld27
Colaborador
Marzo 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...Leer más
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nigeld27 en Marzo 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 Leer más
Responder Conversación Free
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2 Respuestas
nigeld27
Colaborador
Marzo 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...Leer más
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nigeld27 en Julio 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, Leer más
Responder Conversación best practices
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nigeld27
Colaborador
Julio 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...Leer más
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nigeld27 en Julio 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, Leer más
Responder Conversación best practices
1 Me gusta
4 Respuestas
nigeld27
Colaborador
Julio 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...Leer más
nigeld27 en Junio 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. Leer más
Responder Idea Marketing Emails
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nigeld27 en Febrero 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 Leer más
Responder Conversación Sales
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nigeld27
Colaborador
Febrero 09, 2022
Thanks. I have found a third party tool which creates these pages that has a Hubspot integration.
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