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NellyH
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Member since ‎Jul 26, 2021
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HHunt1 on April 30, 2021
I use funnel reports to calculate our non-conversion rates. The way our business works, we need two different 'deal lost' stages, and therefore I have two non-conversion graphs. If a deal is mistakenly put into the wrong lost stage, then dragged read more
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November 03, 2021
I have the same issue but for the Won deals. Sometimes a deal is Won but then it is Lost for different reasons, so the deal appears in the Won column...read more
NellyH on October 14, 2021
When we go on tasks and we hover the mouse over the "Last Contacted" column, we can see the type of activity/interaction that was done. I was wondering if: 1. This could be done in the Lists too when we hover over the "Last contacted" co read more
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NellyH on September 09, 2021
When a task is created in HubSpot with the title, for example, "Call Tomorrow Morning", the task type is automatically filled to "Call" by HubSpot - since the word Call is in the title. This feature is not available when a meeting is crea read more
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NellyH on September 09, 2021
When our sales send an email to a new contact, that does not exist in the CRM, they have a message that informs them that the contact does not exist in the CRM. So, they can add that contact directly in the CRM while they are writing or before sendi read more
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