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AllenHelms
Mitwirkender/Mitwirkende | Diamond Partner
Mitwirkender/Mitwirkende | Diamond Partner
Mitglied seit ‎Jul 26, 2017
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Allen Helms

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Dadams on November 30, 2021
Upcoming: Customized lifecycle stages for contacts and companies
Beginning on March 31, 2022, users will be able to customize the lifecycle stages for their contacts and companies. What's changing? The lifecycle stage ( lifecyclestage ) property currently uses a set of options that cannot be modified by t Beitrag ansehen
Antworten Diskussion Announcement
11 Likes
32 Antworten
AllenHelms
Mitwirkender/Mitwirkende | Diamond Partner
Dezember 01, 2022
This is one of the most exciting new features that has been made available for HubSpot users in a long time. We always got so many questions about ho...Beitrag ansehen
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MrBean on Oktober 05, 2022
~Custom lifecycle stages~ do or don't?
Anyone wanna brag about their best practices about using Custom Lifecycle stages? Or be a rebel and argue against them? Doing some CRM restructuring and wonder what the vast Hubspot Community thinks about this new feature. Cheers. happy p Beitrag ansehen
Antworten Diskussion Enterprise Free Professional Starter
3 Likes
7 Antworten
AllenHelms
Mitwirkender/Mitwirkende | Diamond Partner
Dezember 01, 2022
We love the ability to finally change the Lifecycle stages to actually fit the model of each different business and the various customer journeys the...Beitrag ansehen
AllenHelms on Oktober 07, 2022
How to best to implement the new Custom Lifecycle Stages?
Hey fellow HubSpot Admins - with the wonderful news that our man @KyleJepson shared with us last week about the new Custom Lifecycle Stages , I was wondering how you folks have been using them? We have been mapping Lead Statuses to Lifecyc Beitrag ansehen
Antworten Diskussion Announcement
2 Likes
3 Antworten
AllenHelms
Mitwirkender/Mitwirkende | Diamond Partner
Oktober 23, 2022
Excellent suggestion @Jonno_Price ! Thanks for responding in such detail. We have been playing around with the use of a "Recycle" stage that i...Beitrag ansehen
AllenHelms on Oktober 07, 2022
How to best to implement the new Custom Lifecycle Stages?
Hey fellow HubSpot Admins - with the wonderful news that our man @KyleJepson shared with us last week about the new Custom Lifecycle Stages , I was wondering how you folks have been using them? We have been mapping Lead Statuses to Lifecyc Beitrag ansehen
Antworten Diskussion Announcement
2 Likes
3 Antworten
AllenHelms
Mitwirkender/Mitwirkende | Diamond Partner
Oktober 23, 2022
Excellent suggestion @Jonno_Price ! Thanks for responding in such detail. We have been playing around with the use of a "Recycle" stage that i...Beitrag ansehen
KyleJepson on September 19, 2022
New to the HubSpot Admins HUG? Introduce yourself here ‌⬇️‌
One of the best ways to learn about HubSpot is by implementing strategies and sharing ideas with other HubSpot Admins, just like you. That’s why we’re so excited to create this community of HubSpot Admins to learn and grow better together! Beitrag ansehen
Antworten Diskussion
5 Likes
15 Antworten
AllenHelms
Mitwirkender/Mitwirkende | Diamond Partner
September 22, 2022
Kyle - it's been a minutes since we've talked, but can't thank you enough for the vital role you play in educating everyone about the new features an...Beitrag ansehen
Gelöst
hs-user on September 13, 2022
Skipping the Lead stage and create directly an Opportunity?
Hi Everyone, We are currently using a classic lead management process and funnel. We generate Leads than marketing qualifies (MQL), then Sales qualify them (SQL) and then Sales could create an Opportunity. This works well for Leads that came Beitrag ansehen
Antworten Diskussion
1 Likes
3 Antworten
AllenHelms
Mitwirkender/Mitwirkende | Diamond Partner
September 22, 2022
@hs-user I think it's a great approach for 3 reasons: 1. You need to use the CRM in a way that makes sense for the sales people in your organ...Beitrag ansehen
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