jfreeman

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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.

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BBoczkowska on July 29, 2022

work flows for reengagement

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

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0 upvote

3 Replies

jfreeman

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 ...read more

BHörmann on July 26, 2022

Starting a sequence with Email, creates Task

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?

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0 upvote

2 Replies

jfreeman

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. PRE...read more

dclover on February 28, 2022

Update line item creation date

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

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1 upvote

2 Replies

jfreeman

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 t...read more

Solved

sales on December 09, 2021

Combining expansion booking with a renewal

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

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jfreeman

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 or...read more

Solved

WaydeChristie1 on August 03, 2021

Pros and cons of using deal line items

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

Reply Discussion best practices Deals Enterprise

1 upvote

9 Replies

jfreeman

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 item...read more

LAshtar on August 02, 2021

Monthly and yearly recurring revenue properties updates

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!

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4 Replies

jfreeman

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 ...read more

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