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ChelseaP
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Member since ‎Sep 9, 2020
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Chelsea Pepper

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ChelseaP on February 14, 2021
tracking cold outreach
I am having a tough time figuring out how to track cold outreach with Hubspot. My sales team relies predominantly on cold outreach for business, and without creating a deal for each contact we reach out to, I can't figure out how to track the leads read more
Reply Discussion Sales
2 upvotes
3 Replies
ChelseaP
Participant
February 16, 2021
Hi Karsten, Thank you for the recommendation! We currently use those properties for our inbound traffic, but I think I can just add more options in...read more
Solved
SanketM on August 14, 2020
Deal movement by stages
Does anyone know how to create a Dashboard/Report for Deal movement by stages. Our deals don't necessarily move in all stages and they skip stages in between. I would like to analyse the monthly movement of the deals/Conversion ratios and Win %. Una read more
Reply Discussion Sales Dashboard
13 upvotes
20 Replies
ChelseaP
Participant
February 14, 2021
We are experiencing the same thing as well! Jason, have you been able to get any intel on this? Thanks! Chelea
Solved
ChelseaP on February 14, 2021
tracking cold outreach
I am having a tough time figuring out how to track cold outreach with Hubspot. My sales team relies predominantly on cold outreach for business, and without creating a deal for each contact we reach out to, I can't figure out how to track the leads read more
Reply Discussion Sales
2 upvotes
3 Replies
ChelseaP
Participant
February 16, 2021
Hi Karsten, Thank you for the recommendation! We currently use those properties for our inbound traffic, but I think I can just add more options in...read more
Belbel on October 05, 2020
Customize the Task types
It will be great to add as many tasks types as possible, not only Call, Email or To-Do
Reply Idea Tasks
708 upvotes
188 Replies
ChelseaP
Participant
February 07, 2021
any update on if this is something on the horizon? If not, how would you recommend logging something like an instagram DM or a Facebook message so y...read more
Vuk on February 07, 2018
Filter contacts based on recorded calls
It would be great to be able to filter the contacts based on the fact that there is a recorded call attached to it. This way a manager could go in and filter that, listen to the recording and provide feedback to the reps.
Reply Idea Calling Contacts & Companies
64 upvotes
35 Replies
ChelseaP
Participant
December 16, 2020
Hubspot--where are you with this? it seems like its a feature that is important to many folks. Can you outline the use case you intend for recordin...read more
hroberts on July 23, 2019
Meeting reminder emails for meetings booked through the CRM
While the Meetings tool offers the ability to send contacts reminder emails for meetings they book with the user, there is currently nowhere to configure reminder emails for meetings that are booked directly through the CRM by the user. From @Sama read more
Reply Idea Meetings
159 upvotes
63 Replies
ChelseaP
Participant
September 23, 2020
it looks like this has been a suggestion for over a year--is this coming any time soon? If not, how do you recommend accomplishing this with the cur...read more
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