Perfil

deanrenshaw
Colaborador(a)
Membro desde ‎set 29, 2020
Enviar mensagem
  • Soluções
    0
  • Respostas
    10
  • Avaliações positivas dadas
    8
  • Avaliações positivas recebidas
    6
  • Ideias
    0

Sobre

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

Amigos

Dean Renshaw

Atividade

Solucionado
OliviaB on Novembro 30, 2020
How to create a 'Today's date' date property.
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property Leia mais
Responder Discussão CRM
58 avaliações positivas
82 Respostas
deanrenshaw
Colaborador(a)
Setembro 27, 2022
That is mega @stuartbalcombe
deanrenshaw on Setembro 26, 2022
Lead Rota - Salesperson on holiday
Hi, Is there are way of syncing users from salesforce or bamboo HR to denote if they are away from the office? I have a team receiving leads and not all are available due to holiday and sickness. I have hooked up a 'no contact with lead' wor Leia mais
Responder Discussão Workflows
0 avaliações positivas
2 Respostas
deanrenshaw
Colaborador(a)
Setembro 27, 2022
Why thank you Pam, Will post as idea! 🙂
deanrenshaw on Setembro 26, 2022
Lead Rota - Salesperson on holiday
Hi, Is there are way of syncing users from salesforce or bamboo HR to denote if they are away from the office? I have a team receiving leads and not all are available due to holiday and sickness. I have hooked up a 'no contact with lead' wor Leia mais
Responder Discussão Workflows
0 avaliações positivas
2 Respostas
deanrenshaw
Colaborador(a)
Setembro 27, 2022
Why thank you Pam, Will post as idea! 🙂
Solucionado
deanrenshaw on Setembro 14, 2022
Lead not spoken to
Does anyone have a workaround or way I can time a lead from creation to first spoken to? I'm looking at triggering a lead re-allocation based on the user not contacting the lead. We have the below that would work in conjunction. I can currently Leia mais
Responder Discussão Workflows
1 avaliações positivas
4 Respostas
deanrenshaw
Colaborador(a)
Setembro 15, 2022
You guys are wonderful. The main issue is that the lead rota in a workflow can't be linked to bamboo etc. So a lead could hang around with a sal...Leia mais
Solucionado
deanrenshaw on Setembro 14, 2022
Lead not spoken to
Does anyone have a workaround or way I can time a lead from creation to first spoken to? I'm looking at triggering a lead re-allocation based on the user not contacting the lead. We have the below that would work in conjunction. I can currently Leia mais
Responder Discussão Workflows
1 avaliações positivas
4 Respostas
deanrenshaw
Colaborador(a)
Setembro 15, 2022
You guys are wonderful. The main issue is that the lead rota in a workflow can't be linked to bamboo etc. So a lead could hang around with a sal...Leia mais
deanrenshaw on Agosto 03, 2022
populating a deal source from workflow campaigns
Can I take a deal related to a workflow goal and popuate the source? So basically Contact added to the workflow the deal has been created and the goal met I can't find the individual deal to populate - workflows tend to just populate al Leia mais
Responder Discussão CRM Deals Workflows
1 avaliações positivas
2 Respostas
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

Ver tudo
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.