Perfil

mcclured
Participante
Membro desde ‎set 10, 2020
Enviar mensagem
  • Soluções
    0
  • Respostas
    1
  • Avaliações positivas dadas
    4
  • Avaliações positivas recebidas
    40
  • Ideias
    2

Sobre

Crie seu perfil na Comunidade ou cadastre-se gratuitamente na HubSpot para ver os perfis dos usuários

Amigos

    A lista de amigos está vazia

Donald McClure

Atividade

bencefarkas on Março 06, 2020
Restrict moving deals between stages
Goal: HubSpot users should be able to be restricted when moving deals between stages. Let's say you have a Sales Pipeline with stages like "Qualified Prospect", "1st Meeting", "2nd Meeting", "Proposal Given". You shouldn't be able to move a deal Leia mais
Responder Idéia Deals Sales Reporting
213 avaliações positivas
88 Respostas
mcclured
Participante
Julho 23, 2021
100% agree. Upvote my related idea that would solve this and provide a lot of other flexibility to enforce stage advancement criteria: https:/...Leia mais
Solucionado
TomS on Fevereiro 11, 2019
Mandatory properties on Deals get skipped when creating a deal
Hi all, We're making use of mandatory questions/properties when moving deals through the deal stages (see screenshot for the overview). Unfortunately, when creating a deal AND putting it to Won straight away, the mandatory questions w Leia mais
Responder Discussão Deals
15 avaliações positivas
19 Respostas
mcclured
Participante
Julho 23, 2021
100% agree. Upvote my related idea that would solve this and provide a lot of other flexibility to enforce stage advancement criteria: https:/...Leia mais
mcclured on Julho 23, 2021
Logical criteria that restrict moving deals between stages based on specific property values
~~~UPDATE~~~ Workaround/creative solution discovered: https://www.linkedin.com/posts/kyleanthonyjepson_hubspottipsandtricks-hubspot-crm-ugcPost-6898988533084680192-cQoM ~~~~~~~~~~~ HubSpot needs a way to be able to automatically enforce tha Leia mais
Responder Idéia Deals Properties Sales Reporting Workflows
36 avaliações positivas
7 Respostas
CarmelStelzner on Junho 02, 2021
Check Line items on Closed Won deals
Hi. We need a way to catch if the sales team have not selected Line Items in latter deal stages in the pipeline, particularly Closed Won/Sales. There doesn't seem to be any way to do this currently in a deal-based workflow - using 'associated line Leia mais
Responder Idéia Deals
7 avaliações positivas
2 Respostas
mcclured
Participante
Junho 29, 2021
Related, but also checking to make sure that the line item totals match the deal properties on a continuous basis (using workflows, presumably). Ple...Leia mais
mcclured on Junho 29, 2021
Check that Line Item Totals Match Deal Properties
Need a way to check that the totals generated by the line item buildup to ARR (or another value) matches what is listed in the related deal properties. Want to enforce that these always match since they aren't linked together and create alerts using Leia mais
Responder Idéia Workflows
2 avaliações positivas
0 Respostas
MarcusWennmo on Outubro 04, 2019
Include today in "last 90 days" for date property
We use filter "the last 90 days" for almost all of our reports to be able to view 90-day trends. (using date properties) However, these reports does not include the dates from today. Ex. If a salesperson books a meeting och closes a deal, it doesn't Leia mais
Responder Idéia Sales Reporting
14 avaliações positivas
5 Respostas
mcclured
Participante
Novembro 10, 2020
[someone needs to add a "Dashboards & Reports" tag to this idea or it's never going to be seen by the right people (would be ranked 4th in that c...Leia mais
Ver posts mais recentes
Marque conteúdo para acesso rápido às suas conversas mais úteis.
Primeiros passos
Todos têm que começar em algum lugar! Por que não começar sua jornada nos contando um pouco sobre os seus interesses?
Apresente-se

Seguindo

Conectar-se com outros membros é uma das melhores maneiras de aproveitar ao máximo a sua experiência. Aqui estão algumas pessoas para começar.
Emblemas da Comunidade

Meus grupos

Encontre o seu pessoal participando de grupos baseados em interesses em comum. Veja alguns dos nossos favoritos do momento e fique à vontade para
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.