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PTaghizadeh
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HubSpotMaster on Janeiro 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, Leia mais
Responder Idéia Workflows
69 avaliações positivas
22 Respostas
PTaghizadeh
Participante
Abril 28, 2021
+1 for this. Would be extremely useful
Hal on Junho 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 Idéia Deals
408 avaliações positivas
154 Respostas
PTaghizadeh
Participante
Março 11, 2021
Hey has there been any update on this? Would be super useful and seems like it should be a pretty basic function
Solucionado
granthanson on Maio 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 Leia mais
Responder Discussão Deals
1 avaliações positivas
13 Respostas
PTaghizadeh
Participante
Fevereiro 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 Janeiro 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 Leia mais
Responder Idéia Dashboards & Reports
17 avaliações positivas
5 Respostas
PTaghizadeh on Janeiro 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 Leia mais
Responder Discussão Professional
3 avaliações positivas
2 Respostas
Solucionado
PTaghizadeh on Janeiro 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 Leia mais
Responder Discussão Professional
0 avaliações positivas
1 Respostas
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