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Member since ‎Nov 28, 2017
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Joe Freeman

Systems-oriented, programmer-minded, full-funnel marketer. I love... --The psychology of buying --Sales copywriting --Funnel strategy --PHP programming Please challenge my brain on any/all of these topics.


BBoczkowska on July 29, 2022
Dear community, I was wondering if a workflow can be designed for the following situation: Send multiple e-mails to a contact, they don't open anything until one specific email. How do I flag this contact so I can engage them with more specific a read more
0 upvote
3 Replies
Contributor | Diamond Partner
August 01, 2022
Hi @BBoczkowska , Great question! CHawkins had some good suggestions in their reply. I would set this up using 1 active list per more
BHörmann on July 26, 2022
I have a sequence that starts with me mailing a costumer. However it creates a Task which I have to manually close. This obiosly dosnt make any sense, is there a way to work around this?
0 upvote
2 Replies
Contributor | Diamond Partner
July 26, 2022
Hi BHörmann, It sounds like your sequence may have an additional step built in to assign you a task to remind you to email the contact. more
dclover on March 01, 2022
Hello, Is there any way to update/change the 'Line Item' creation date? I recently created a new product and updated a few orders from last year, however they now show as 'current' in the reports (due to the date being updated to now). The r read more
1 upvote
2 Replies
Contributor | Diamond Partner
March 04, 2022
Thanks for tagging me @PamCotton @dclover I assume you're pulling a "Deals" report? I may need some more info on what data you're trying more
sales on December 09, 2021
Hi all, Edit - we're Saas, annual term, one product company I'm curious how you all are tracking expansion bookings when they're aligned with a renewal. We've got two funnels (new bookings and renewals) and IMO it's best for reporting to have two read more
0 upvote
10 Replies
Contributor | Diamond Partner
January 24, 2022
Hi! (Thanks for the tag @MiaSrebrnjak ) Can you confirm/clarify that when you say "expansion" you mean a renewal that includes additional more
WaydeChristie1 on August 03, 2021
Hi folks, My company has an integration which uploads all of our offline (in-store) transactions to Hubspot as deals. However every item in a transaction is uploaded as a separate deal . So if a customer purchases 5 items in one transaction read more
Contributor | Diamond Partner
August 11, 2021
Thanks for the ping, @MiaSrebrnjak . Hi @WaydeChristie1 ! You're definitely right to question the current setup. 1 deal per line more
LAshtar on August 02, 2021
Hey 🙂 Why can't I update those properties on a deal? I'm going back to old deals and updating them with info we didn't insert before but when I try to write the number on those properties it doesn't let me. Thanks!
0 upvote
4 Replies
Contributor | Diamond Partner
August 02, 2021
Hi @LAshtar It's because those are auto-calculated. Here's a snippet from this knowledgebase article describing how that works: Monthly more
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