LVarvashevich

JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Participant

Member since

Message

solutions
0
Replies
3
Upvotes Given
14
Upvotes Received
13
Ideas
4

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

karstenkoehler

Liza Varvashevich

This user hasn't created a bio yet. Edit your own profile here!

Activity

Solved

lisat2m on April 05, 2017

Move closed won and closed lost from deals dashboard

Is there a way to move deals closed won or closed lost from the deal dashboard? I know I can filter; just wanted to remove them from current deal dashboard when looking at all deals.

Reply Discussion

9 upvotes

12 Replies

LVarvashevich

Participant

June 22, 2023

the only option to have all the data saved while moving the deal to the next pipeline is to use deal cloning workflows that simply create a new Onboa...read more

Solved

LVarvashevich on June 13, 2023

Nurture Deal Stage Location - best option for the Funnel reporting

Hi All, Do you know the best place on the pipeline to put the Nurture 0 Stage deal? Will the deal that was created at stage 1 then moved to 2 and 3 and then moved back to Nurture 0 and finally in 5 months moved to 1 and then further to Won Stage read more

Reply Discussion Professional

0 upvote

4 Replies

LVarvashevich

Participant

June 15, 2023

thank you, however, this is not actually what I`m considering - the goal is to see accurate data in the funnel reporting - in the longer sales cycles...read more

Solved

LVarvashevich on June 13, 2023

Nurture Deal Stage Location - best option for the Funnel reporting

Reply Discussion Professional

0 upvote

4 Replies

LVarvashevich

Participant

June 15, 2023

thank you, however, this is not actually what I`m considering - the goal is to see accurate data in the funnel reporting - in the longer sales cycles...read more

mcclured on July 23, 2021

Logical criteria that restrict moving deals between stages based on specific property values

~~~UPDATE~~~ Workaround/creative solution discovered: https://www.linkedin.com/posts/kyleanthonyjepson_hubspottipsandtricks-hubspot-crm-ugcPost-6898988533084680192-cQoM ~~~~~~~~~~~ HubSpot needs a way to be able to automatically enforce tha read more

Reply Idea Deals Properties Sales Reporting Workflows

36 upvotes

7 Replies

LVarvashevich

Participant

May 16, 2023

you can just create a rule using the workflow that moves the deal on the basis of the information in the properties. And remove the permissions to mo...read more

JAmetller on September 19, 2021

Log LinkedIn messages into Hubspot

Feature Request: When using LinkedIn Sales Navigator integration, be able to log LinkedIn messages into Hubspot, wether those are from a LinkedIn chat or LinkedIn Sales Navigator chat. The messages could be automatically logged-in with an automated read more

Reply Idea Integrations

213 upvotes

59 Replies

LVarvashevich

Participant

April 18, 2023

@CCox9 exactly. you can have Advanced SN even however - there are no automatically synced messages for this moment and that pushed me to create add...read more

LVarvashevich on April 11, 2023

Make email open enrollment triggers is available for sales emails in workflows and etc.

So if you want to monitor the highly engaged prospects that opens your emails multiple times - you are not able to have a full control of it in automation - no variants to create a workflow that adds a task to the AEs to review the contact cause he read more

Reply Idea Workflows

0 upvote

0 Reply

View latest posts