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JLandis
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Member since ‎Jun 30, 2021
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Jon Landis

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EricDeinoff on April 24, 2024
New Leads Object - Pros and Cons for using for Sales/SDR sourced contacts from admin and end users
We are currently using the new Lead object and Lead automation for Marketing Sourced Contacts (i.e. triggered when the lifecycle stage becomes a MQL). The sales team is finally getting on board with the new processes associated with the leads o read more
Reply Discussion Best Practices CRM Sales
0 upvote
6 Replies
JLandis
Participant
April 25, 2024
We scaled back our use of leads significantly for several reasons. Namely, when a lead is Qualified it doesn't carry over any information, forcing yo...read more
JLandis on February 06, 2024
Feedback on new Leads object in beta
Hello HubSpot team! We love having more details on the qualification process! Some things we love: - Leads got us to start using Lifecycle Stages, and we are excited for the insights that will provide. - The new Lead object gives us a way to read more
Reply Idea Contacts & Companies Deals
0 upvote
2 Replies
JLandis
Participant
February 12, 2024
We have another piece of somewaht critical feedback: When we receive OOO replies the Lead is automatically moved to "Connected" -- while it's useful ...read more
JLandis on February 06, 2024
Feedback on new Leads object in beta
Hello HubSpot team! We love having more details on the qualification process! Some things we love: - Leads got us to start using Lifecycle Stages, and we are excited for the insights that will provide. - The new Lead object gives us a way to read more
Reply Idea Contacts & Companies Deals
0 upvote
2 Replies
JLandis
Participant
February 12, 2024
We have another piece of somewaht critical feedback: When we receive OOO replies the Lead is automatically moved to "Connected" -- while it's useful ...read more
MherfelPCN on November 04, 2020
Reporting on Task Ques
When creating a report, I would love the abillity to report on Task Queues (how many open, how many closed, owner, date). All of our reps have some of the same task queues that we would like the ability to see more numbers on. That would be great if read more
Reply Idea Tasks
28 upvotes
11 Replies
JLandis
Participant
August 24, 2023
I cannot find my shared task queues in activity reports. Would love to know the breakdown of what types of tasks my reps are completing throughout th...read more
childsmd on August 24, 2018
Option to not assign a contact owner during first email
During testing of a unique business case, I identified that an unassigned Contact will be automatically assigned a Contact Owner if an email is sent through a connected inbox. Example: contact John Doe does not have an assigned Contact Owner. Sally read more
Reply Idea Contacts & Companies
150 upvotes
50 Replies
JLandis
Participant
May 09, 2023
Has this thread seriously been open nearly 5 years now? And not even a comment from HubSpot?? Our workflow that sets company owner based on deal ...read more
2chars on October 16, 2020
Tracking Ownership Changes in a Report
Is there a way to track changes in ownership for a deal or contact (lead) in a report? For example - we have some leads that get nurtured by one user before being turned over to another. Or as posted previously : "...when a sales team memb read more
Reply Idea Dashboards & Reports
14 upvotes
7 Replies
JLandis
Participant
March 14, 2023
+1. I am also looking for a way to generate a report that shows companies reps have added and removed their names from each week. Finding this data v...read more
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