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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 February 28, 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
0 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
9 Replies
August 30, 2022
Hi, Wondering if you would have an example of how this might work please? I'm happy to build out our product area of this will help the upsell 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
August 11, 2021
Thanks very much Joseph. Appreciate your response. Unfortunately we can't sync our offline product catalogue, so line items would not be 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
June 01, 2022
Hi there, @jfreeman Is there a way to override the auto-calculations? I enter line items, but I don't associate pricing for specific line more
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