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JCSalesOps
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Member since ‎Jul 16, 2020
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John Carey

I am a Sales Operations Specialist with an original background in Information Systems Technology.

Activity

mdunham on November 10, 2020
Hi! We'd LOVE the functionality to be able to "lock" closed-won and closed-lost deals that have expired (we have 12-month subscriptions). Our team is growing fast and people are transfering territories and clients, however we do not want to transfer read more
54 upvotes
14 Replies
Member
September 07, 2022
Same to our use Case. We urgently need this feature to prevent reps going back in and making changes to the deal which skews data. This is key for o...read more
maggiebutler on September 14, 2020
OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n read more
15 upvotes
93 Replies
Contributor | Elite Partner
September 29, 2022
Not at all a pitch, but we know that stack and what you're trying to do EXTREMELY well. We're an HS/Outreach/SFDC partner and have gone super deep in...read more
Solved
JCSalesOps on July 16, 2020
I would Like Sales Operations to receieve a notification when a lead is not actioned within 24 hours. I undertstand I can set every set a Contact to "follow" but that is manual and Marketing sends the leads to Sales. That step can easily be missed w read more
0 upvote
4 Replies
Key Advisor
July 20, 2020
@JCSalesOps I would suggest reporting for this. You can create a report, status is any of XYZ and Last Activity Date has not been updated in the...read more
Solved
JCSalesOps on July 16, 2020
I would Like Sales Operations to receieve a notification when a lead is not actioned within 24 hours. I undertstand I can set every set a Contact to "follow" but that is manual and Marketing sends the leads to Sales. That step can easily be missed w read more
0 upvote
4 Replies
Key Advisor
July 20, 2020
@JCSalesOps I would suggest reporting for this. You can create a report, status is any of XYZ and Last Activity Date has not been updated in the...read more
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