NMPohl

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solutions
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Nathan Pohl

Proud Calvin University alum excited to be working with a marketing agency! I utilize my organization, quick learning, and strong communication skills to help businesses grow through their marketing projects.

Activity

tmccoy on May 26, 2021

Call and meeting type set via workflow

In workflows, it would be great to have a way to populate/set the call and meeting type. Currently, since this type is not a regular property, there doesn't seem to be a way to set it. When I submitted a support ticket on this, I was told: "s in read more

Reply Idea Workflows

75 upvotes

22 Replies

NMPohl

Contributor

May 10, 2023

@tmccoy @JFrost This is now a thing! I'm not sure when it became available, but in settings, navigate to Data Management -> Objects -> Acti...read more

Arne on December 22, 2018

Adding Products and Quotes to the Mobile App

Being able to simply select the product(s)/services within the mobile app and send the quote (lower price tag stuff only like a few service days or a smaller quantity of a certain product eg for a POC) to your customer right while you are in the scop read more

Reply Idea Mobile Applications Products & Quotes

76 upvotes

34 Replies

NMPohl

Contributor

January 06, 2022

Just wanted to bump this up again. We have a client that uses iOS devices that would love the functionality around quotes that is currently only avai...read more

Champion on July 11, 2021

Who is your business's buyer persona?

If you want your company to grow better, you need to have a deep understanding of your ideal customer. What does your business's primary buyer persona look like? In the comments below, share the following: Name (of persona) Demographics read more

Reply Discussion

130 upvotes

443 Replies

NMPohl

Contributor

January 04, 2022

Symposia's main persona is Brad the Business Owner: -He's 30-50 years old, lives in an upper-middle class neighborhood in the continental US, an...read more

Geo on February 12, 2019

Autocalculate margin & gross margin

If Hubspot was able to calcuate gross margin from margin and amount fields it would make the inputting of deals a much more efficient process for our business. It would also make reporting on these figures much simpler, its a basic requirement of an read more

Reply Idea Deals Sales Reporting

120 upvotes

57 Replies

NMPohl

Contributor

December 13, 2021

Trying to bump this to the top for @hubspot . This would be incredibly valuable to some of our clients.

rsheldon on June 22, 2021

Defining your SEO goals

By setting goals and putting numbers to those goals, you'll be able to figure out whether your SEO efforts are actually paying off. Many businesses will simply say, "We want to rank #1 for this keyword," but that isn't quite enough. Keepin read more

Reply Discussion

572 upvotes

3344 Replies

NMPohl

Contributor

July 30, 2021

At the moment, a big goal of ours is to increase organic traffic, although getting more leads from our website would also be nice!

JorieMunroe on July 11, 2021

Examples of Lead Nurturing Workflows

On a past thread, we discussed some of the ways that workflows can trigger your team internally. You can use them to automate data clean up or to trigger notifications to your sales team. Now, let’s discuss ways you can use workflows to read more

Reply Discussion

183 upvotes

405 Replies

NMPohl

Contributor

July 28, 2021

We are just using ours right now to alert our sales people when customers hit significant milestones in our pipeline to make sure there is plenty of ...read more

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