JOpie

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solutions
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John Opie

Economist turned manager, using HubSpot to empower a team of salespeople

Activity

HRubin on November 07, 2022

Pause sequences when inbox disconnects (not unenroll)

Currently, when an inbox disconnects from HubSpot, the sequence bulk unenrolls everyone at whatever point the inbox disconnected. In order to re-enroll contacts at the correct place in the sequence (rather than have them receive any steps more tha read more

Reply Idea Sequences

9 upvotes

2 Replies

JOpie

Contributor

November 09, 2022

Great idea: taking it to the next level, how about being able to assign those sequences also to a new user? Think of the situation where a user start...read more

KyleJepson on November 03, 2022

[RECORDING] Better Governance for Your Business

On November 3, 2022, I hosted a webinar on governance. Flora Wang talked about user permissions, Alicy Sykes talked about auditing tools, and Pearly Jawal talked about approvals. You can see the recording here:

Reply Discussion

4 upvotes

2 Replies

JOpie

Contributor

November 07, 2022

Pretty awesome developments! Wish I could have seen it live...

ParkerShort on November 03, 2022

Let's have a board view for lead status!

Hi there, When we implement HubSpot, we get a lot of confusion between lead status, lifecycle stages and deal stages. We have multiple documents that show the difference, and how they're used. One request we get a lot is "can we just track when le read more

Reply Idea Dashboards & Reports Deals Sales Reporting

6 upvotes

4 Replies

JOpie

Contributor

November 07, 2022

Great idea! Could be added to the contacts page much like the kanban is added to the deal page. Would work the same way!

Solved

JOpie on October 27, 2022

Livestorm and marketing events

Hi - Looking at using the marketing event aspects of HubSpot to help track revenue attribution from LiveStorm webinars, as well as to gain insights on webinar success for the bottom line. When filtering using the LiveStorm app integration I read more

Reply Discussion

0 upvote

2 Replies

JOpie

Contributor

November 01, 2022

Thanks for those tips! Will try them out...

Solved

CMinarovic on September 08, 2022

Why are my sequences always "pausing" when I enroll my contacts?

I have created a few sequences and when I enroll my contacts and start my sequence it automatically pauses all of the contacts and it does not allow me to "resume". Please help as this is happening frequently and I'm unsure what I'm doing wrong.

Reply Discussion

1 upvote

4 Replies

JOpie

Contributor

November 01, 2022

The actual solution was even simpler: sequences pause, for instance, if one of your users, when they create the sequence, uses "send email" rather th...read more

FDevine on October 31, 2022

Include Zeros in Forecast Reports

We recently rolled out the forecasting tool in Hubspot and it's a pretty good v1 but with one glaring issue. Reps who haven't sold anything and aren't forecasting any sales in a month are NOT included in the Weighted Forecast reporting from the Sal read more

Reply Idea Sales Reporting

17 upvotes

2 Replies

JOpie

Contributor

November 01, 2022

Absolutely agree! Zero is a value, and while it means a lack of quantity, that lack needs to be reported! There may be very legimitate reasons for a ...read more

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