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PTaghizadeh
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HubSpotMaster en Enero 28, 2019
Ability to copy workflows between clients
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, Leer más
Responder Idea Workflows
69 Me gusta
22 Respuestas
PTaghizadeh
Participante
Abril 28, 2021
+1 for this. Would be extremely useful
Hal en Junio 25, 2019
Time in Deal Stage
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!!
Responder Idea Deals
408 Me gusta
154 Respuestas
PTaghizadeh
Participante
Marzo 11, 2021
Hey has there been any update on this? Would be super useful and seems like it should be a pretty basic function
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granthanson en May 23, 2019
SDR -> AE Handoff Process ?
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 Leer más
Responder Conversación Deals
1 Me gusta
13 Respuestas
PTaghizadeh
Participante
Febrero 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 en Enero 22, 2021
Kanban view for lifecycle stages and lead status'
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 Leer más
Responder Idea Dashboards & Reports
17 Me gusta
5 Respuestas
PTaghizadeh en Enero 20, 2021
A kanban style view for LIfecycle stages and Lead Status'
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 Leer más
Responder Conversación Professional
3 Me gusta
2 Respuestas
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PTaghizadeh en Enero 19, 2021
Should lead status' be linear?
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 Leer más
Responder Conversación Professional
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