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GMoore
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Member since ‎Jan 29, 2021
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GMoore on May 23, 2022
Comparative Reporting over Time
Hi Team- We're looking to create a set of reports that compares sales people over time. IE. Number of deals won per month per sales person Number of calls made per month per sales person Number of meetings set per month per sales person read more
Reply Discussion Professional
0 upvote
1 Reply
GMoore on July 20, 2021
Contact Pipeline
Deal pipelines are great, but what about contact pipelines. Currently, we have to open a contact, mark specific fields one by one, and then build filters or lists in our contact pages. For less "sales deal" opportunities (IE. referral, evangelist, read more
Reply Idea Contacts & Companies
5 upvotes
1 Reply
GMoore on July 20, 2021
Relationship Manager
We're looking into a referral relationship manager like Affinity.co and it got me wondering if Hubspot had a relationship manager. IE. I enter a target list of contacts, then Hubspot scours my email, LinkedIn connections, calendar, etc. It then bu read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
Hal on June 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!!
Reply Idea Deals
318 upvotes
117 Replies
GMoore
Member
January 30, 2021
Upvoted this idea and extending upon it. I'd like to set a recurring timer (let's say 4-5 days) based on inactivity for a deal in specific stages...read more
GMoore on January 29, 2021
Reoccurring check when deal has no activity
Is there a way to create a workflow that creates a task for the deal owner each time there has been no activity for some period of time? Similar to deal rot in other CRMs? I want to make sure that our sales reps are constantly staying up to read more
Reply Idea Workflows
1 upvote
0 Reply
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