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TimFitspot
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Member since ‎Jul 19, 2017
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TimFitspot
Member
July 20, 2017
Reply to Allow Workflows to specify deal properties
I agree and I'll add another example. We send customers a survey to complete prior to doing a demo. Having a survey completed is a Sales Pipeline sta...read more
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TimFitspot on July 19, 2017
Cannot see all interactions with multiple Contacts under a Deal or Company
When we create a Deal, we often have several Contacts involved in different roles e.g. Influencer, Buyer, Coach, User, etc. like most complex sales are today. We also hand Deal over from SDR's to AE's after a Demo is held and the Hubspot owner chang read more
Reply Discussion deal Interactions Multiple Contacts timeline view
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TimFitspot
Member
July 19, 2017
Reply to Set Deal Stage Win Probability to 0%
I agreee with the comments NINAD and JohnSoza above. We have to be able to adjust pipeline sales stage % to fit our pipeline model. at least in 5% in...read more
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