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GKell
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Membre depuis ‎juin 17, 2021
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  • Solutions
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  • Réponses
    5
  • Mentions J'aime ajoutées
    50
  • Mentions J'aime obtenues
    26
  • Idées
    2

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Greg Kell

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granthensel le Avril 22, 2017
Set Deal Stage Win Probability to 0%
Sometime a deal isn't lost, but saying it has a 10% win percentage chance is an overstatement. We have many deals in a long-term follow up stage that should be 0% chance of closing, realistically, to prevent them from clogging up our reporting. Lire la suite
Répondre Idée Deals Sales Reporting
112 Mentions J'aime
62 Réponses
GKell
Contributeur
Juillet 26, 2022
This is NOT solved. Setting deal probability to 0% automatically sets it as closed lost, but that is not the functionality that is requested here. ...Lire la suite
mbarba le Février 24, 2022
Introduce Yourself!
Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Data Management & Reporting Study Group! One of the best ways to learnData Management & Reporting is by implementi Lire la suite
Répondre Discussion
63 Mentions J'aime
806 Réponses
GKell
Contributeur
Mai 27, 2022
Hi All! My name is Greg and I am a Sales Operations Manager for a mid-sized technology start-up in Portland, OR. Interested in learning more about ...Lire la suite
GKell le Mai 27, 2022
Copy company property to only certain deals.
I work for a company that sells annual subscriptions and I want to be able copy certain properties from the initial annual deal to the renewal deal via workflow. To accomplish this I am copying info from the deal to the company and then back to the Lire la suite
Répondre Discussion Workflows
0 Mention J'aime
2 Réponses
mdunham le Novembre 10, 2020
"Locking" a Closed Deal
Hi! We'd LOVE the functionality to be able to "lock" closed-won and closed-lost deals that have expired (we have 12-month subscriptions). Our team is growing fast and people are transfering territories and clients, however we do not want to transfer Lire la suite
Répondre Idée Deals Sales Reporting
60 Mentions J'aime
21 Réponses
GKell
Contributeur
Avril 05, 2022
Hubspot's solution is and will always be "create a workflow" to notify and change behavior, not eliminate the possibility of the behavior from occuri...Lire la suite
MFrankJohnson le Janvier 17, 2020
Mandatory properties on Deal STAGES get skipped when creating a deal
In a nutshell, required deal STAGE properties work great when moving EXISTING deals through deal stages. However, these required deal STAGE properties are ignored at deal creation time. The separate functionality -- required deal C Lire la suite
Répondre Idée Deals
120 Mentions J'aime
30 Réponses
GKell
Contributeur
Février 17, 2022
Conditional requirements at the property level (a huge miss by Hubspot) would also fix this, but they don't seem eager to implement this.
EvaDixon le Août 14, 2018
Option to enable/disable attachments saving to Companies/Contacts
It would be great to have the option to disable email attachments from being automatically saved to Companies / Contacts. There is no need for us to store this information in Hubspot and often the same file is saved multiple times (if the same atta Lire la suite
Répondre Idée Contacts & Companies
80 Mentions J'aime
38 Réponses
GKell
Contributeur
Février 16, 2022
A product team who thinks sucking up every attachment ever would be useful means they've never acutally had to use their own tool.
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