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jfreeman
Contributor | Diamond Partner
Contributor | Diamond Partner
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.

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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
Reply Discussion Free
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?
Reply Discussion
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 March 01, 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
Reply Discussion
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
Reply Discussion Enterprise
0 upvote
10 Replies
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!
Reply Discussion Deals
0 upvote
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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