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KyleSelf16
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Member since ‎Aug 6, 2021
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KyleSelf16 on January 12, 2022
To date we've used DocuSign + stripe to collect billing info, with the new payments feature - is it possible to collect payment info (Credit Card, ACH, etc.) without actually charging the account through Hubspot?
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KyleSelf16 on September 10, 2021
I'm looking for any suggestions/insight re: the meeting scheduling process for meetings our BDRs set for AE's. At the moment, we have BDRs manually logging all their meetings to an excel sheet, but ideally, we should have a dashboard set up for th read more
KyleSelf16 on September 09, 2021
if I want to enroll contacts into 2 subsequent sequences from a workflow is the action the initial enrollment (ie. do I need to build the delay into the workflow itself so the second enrollment doesn't fail?), or is the action the entire sequence? read more
Participant
September 09, 2021
@PamCotton Thanks, so I'm aware of that. the workflow I have set up has the contact being added to two sequences one after another. I'm curious as ...read more
KyleSelf16 on September 09, 2021
if I want to enroll contacts into 2 subsequent sequences from a workflow is the action the initial enrollment (ie. do I need to build the delay into the workflow itself so the second enrollment doesn't fail?), or is the action the entire sequence? read more
Participant
September 09, 2021
@PamCotton Thanks, so I'm aware of that. the workflow I have set up has the contact being added to two sequences one after another. I'm curious as ...read more
KyleSelf16 on August 31, 2021
For context, we're about to hire a customer success manager who'll own the NRR for current clients. So I'm looking for any insight on tracking NRR bookings in Hubspot. My initial thoughts would be to set up a separate pipeline for tracking upsells t read more
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Participant
September 09, 2021
Great thanks so much! 👍
KyleSelf16 on August 31, 2021
For context, we're about to hire a customer success manager who'll own the NRR for current clients. So I'm looking for any insight on tracking NRR bookings in Hubspot. My initial thoughts would be to set up a separate pipeline for tracking upsells t read more
0 upvote
2 Replies
Participant
September 09, 2021
Great thanks so much! 👍
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