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colinwalsh
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Member since ‎Nov 25, 2020
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Colin Walsh

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colinwalsh on January 11, 2021
For reps using a playbook we'd like to ask them some decision tree questions. For instance, which of our competitors do you use[multi-select]? Then display different questions we'd like to know about the competitor such as "what is their price for x read more
7 upvotes
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Participant
January 11, 2021
A hubspot rep helped me to setup a report showing how many people had completed our playbook under advanced report builder Under configure X-Axi...read more
Participant
November 25, 2020
+1 from us along with the ability to prioritize contacts in the right hand pane (by dragging and dropping the order they appear in).
colinwalsh on November 25, 2020
On some deals we have many contacts. We want to keep all the contacts that could potentially be involved in a deal to be sure we capture any activity history with these contacts. But generally when doing sales or account management activities w read more
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Participant
November 25, 2020
@Mike_Eastwood we would be interested in an app that allowed us to set a main point of contact. +1 on the feature that Tabitha mentioned: the...read more
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