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PTaghizadeh
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Mitglied seit ‎Jan 19, 2021
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HubSpotMaster on Januar 28, 2019
Please implement a copying function for workflows that's similar to transferring templates from one portal to another. It would save HubSpot partners a lot of time if we could copy workflows we've built from one client portal to another. Currently, Beitrag ansehen
68 Likes
21 Antworten
Teilnehmer/-in
April 28, 2021
+1 for this. Would be extremely useful
Hal on Juni 25, 2019
Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!
404 Likes
152 Antworten
Teilnehmer/-in
März 11, 2021
Hey has there been any update on this? Would be super useful and seems like it should be a pretty basic function
Gelöst
granthanson on Mai 23, 2019
Looking for some advice with our SDR to AE handoff process. Anyone willing to share their process and how they have it set up in Hubspot? Specific Question: Any way to copy the original contact owner (SDR in our case) on each contact/compan Beitrag ansehen
1 Likes
12 Antworten
Teilnehmer/-in
Februar 08, 2021
Hey @Carly_Farlow , did you by any chance manage to whip up the process for SDR > AE? If so, could you please share it? 😄
PTaghizadeh on Januar 22, 2021
Hi team, It would be a huge help if we can view all contacts in our lifecycle stage with a kanban view. This gives us full clairty of what our sales needs to do for the day. The same for the "lead status" as well. If we could get a kanban vi Beitrag ansehen
PTaghizadeh on Januar 20, 2021
Hey team. We are able to get a kanban style view for Deal Stages, but can't get the same for contact lead status and lifecycle stage. Is there a way around this? It is helpful so sales can see easily which stage their leads are in and how to act Beitrag ansehen
3 Likes
2 Antworten
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PTaghizadeh on Januar 19, 2021
Hi team, We are building out our marketing and sales funnel. We currently have 4 ways a lead engages with us, and as a result, the lead status journey may differ depending on the source of the lead. Do lead sources have to be completely linear Beitrag ansehen
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