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KLeschyshyn
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Member since ‎Jul 2, 2021
  • solutions
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  • Replies
    3
  • Upvotes Given
    16
  • Upvotes Received
    6
  • Ideas
    2

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Kate Leschyshyn

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taylorfriss on April 05, 2018
A lot of times, people will send leads to sales reps who do not come through our typical funnel (referrals, blog readers, random connections, etc.) We also have SDR's scheduling meetings for Account Executives. Sometimes they'll send out a calendar read more
128 upvotes
36 Replies
Participant
January 20, 2023
- make an option to assign the contact owner based on whom the call is booked with yeeeees! Hubspot team - you've already made this for unassi...read more
taylorfriss on April 05, 2018
A lot of times, people will send leads to sales reps who do not come through our typical funnel (referrals, blog readers, random connections, etc.) We also have SDR's scheduling meetings for Account Executives. Sometimes they'll send out a calendar read more
128 upvotes
36 Replies
Participant
January 20, 2023
- make an option to assign the contact owner based on whom the call is booked with yeeeees! Hubspot team - you've already made this for unassi...read more
jrwthetreegroup on November 29, 2018
It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress read more
198 upvotes
72 Replies
Participant
November 16, 2022
We badly need this. Can't build any adequate conversion reports because of this linear approach. Look forward to when it will be added. I complet...read more
VNaumchak on July 29, 2022
Hello, is there a way to make every deal stage mandatory to pass to the next stage? This would be extremely helpful with conversion rates, as they are impossible to retrieve as long as some deals skip some stages when enetered.
14 upvotes
5 Replies
Participant
November 16, 2022
Extremely needed. I have no idea how to calculate our Deal and Contact conversion rates just because some of them have not gone through EACH stage. ...read more
DiegoPI on June 11, 2018
It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be read more
760 upvotes
270 Replies
Participant
November 10, 2022
Would really really love to have a chance to - automatically add a meeting link to the email reminder - send a custom meeting confirmation email ...read more
KLeschyshyn on July 26, 2022
Last week, I had a really bad situation when the sales team's calendar was disabled for a non-obvious reason. As an owner of multiple round-robin calendars, I downgraded and disabled a paid Sales Seat for myself (while the other team members still read more
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