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IGruenbaum
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Membre depuis ‎juin 24, 2021
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  • Mentions J'aime obtenues
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IGruenbaum le Décembre 16, 2021
Managing amount changes after deal is closed
Hi all, In the business we run (events) it can happen that the amount the initially agreed with the client will be changed due to the actual consumption in the vent it self. This in turn means that the deal amount might be modified even after the Lire la suite
Répondre Discussion Deals
1 Mention J'aime
4 Réponses
IGruenbaum
Participant
Janvier 03, 2022
But then, why a workflow and not compulsory properties that the sales person has to fill in, in order to move it to closed won stage? Also how do you...Lire la suite
IGruenbaum le Décembre 20, 2021
Update stage properties (compulsory properties for stage)
I would like to create a "gate stage" that starting from it some properties will be compulsary to be filled and those compulsory properties to be filled will apply to all stages after it as well. The issue is, that in the current Hubspot solutio Lire la suite
Répondre Idée Deals Properties
0 Mention J'aime
0 Réponse
IGruenbaum le Décembre 16, 2021
Managing amount changes after deal is closed
Hi all, In the business we run (events) it can happen that the amount the initially agreed with the client will be changed due to the actual consumption in the vent it self. This in turn means that the deal amount might be modified even after the Lire la suite
Répondre Discussion Deals
1 Mention J'aime
4 Réponses
IGruenbaum
Participant
Janvier 03, 2022
But then, why a workflow and not compulsory properties that the sales person has to fill in, in order to move it to closed won stage? Also how do you...Lire la suite
IGruenbaum le Décembre 14, 2021
Keeping track on companies data
Hi do you manage your Companies data in hubspot? In our case the sales team are mainlly adding contacts and therefore hubspot extract the company info from the domain of the contacts email. Do you have any best practices examples of setting Lire la suite
Répondre Discussion Companies
0 Mention J'aime
1 Réponse
IGruenbaum le Décembre 06, 2021
Managing cancelled deals that bares cancellation fee
In my company we have deals that in case cancelled close to the due date, the client will have to pay cancellation fee that adds up to the revenue eventally and therefore I would like to see the total revenue in the reports. Based on your experienc Lire la suite
Répondre Discussion Deals
0 Mention J'aime
3 Réponses
IGruenbaum
Participant
Décembre 09, 2021
Thanks for verifying my idea. But then, how do you go about it in the case where we have different cacellation fees based on how much in advance the ...Lire la suite
IGruenbaum le Décembre 06, 2021
Managing cancelled deals that bares cancellation fee
In my company we have deals that in case cancelled close to the due date, the client will have to pay cancellation fee that adds up to the revenue eventally and therefore I would like to see the total revenue in the reports. Based on your experienc Lire la suite
Répondre Discussion Deals
0 Mention J'aime
3 Réponses
IGruenbaum
Participant
Décembre 09, 2021
Thanks for verifying my idea. But then, how do you go about it in the case where we have different cacellation fees based on how much in advance the ...Lire la suite
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