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KStok
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Member since ‎Aug 5, 2021
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Kobi Stok

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Scoobie919 on June 05, 2023
Flagging changes in HubSpot Forecast
We have our forecast meetings weekly, and I'm looking for a way to highlight the deals that went to close won or got pushed out of the quarter as well as any increases or decreases in the deal amounts. I've played with custom reports but cannot iden read more
Reply Discussion Deals Enterprise
0 upvote
2 Replies
KStok
Participant
June 08, 2023
hi @Scoobie919 - You can also try predictive AI that can automatically surface deals that might slip, estimated close date and risks per deal/conta...read more
GRajput on February 13, 2023
Major Improvements Needed in Default HubSpot Scoring
Please upvote this idea! Right now Default scoring has lot of limitations: Default scoring has lot of demerits as it can’t we run on set of records it only run on whole database. If you change a lead scoring criteria, it will retroactively read more
Reply Idea Workflows
2 upvotes
1 Reply
KStok
Participant
February 19, 2023
hi @GRajput - 100% agree. As this can't be solved nativly in HubSpot, you can check out Forwrd.ai (officical HubSpot partner) With our predictive...read more
JGreenwald on February 07, 2023
Need to be able to view the criteria in the contact card that added points to a hubspot lead score
It would be very efficient it there was a way to view the criteria that gave points to the contacts lead score within the contact view. Right now you have to go to settings>data management>properties>search for your lead score name>click read more
Reply Idea Contacts & Companies
5 upvotes
4 Replies
KStok
Participant
February 19, 2023
hi @JGreenwald @franksteiner79 @Timothy-Hanlon - Spot on guys! This is the one of the main reasons we've built Forwrd.ai A score is worth...read more
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