jfreeman

Se debe instalar y activar JavaScript para utilizar estos foros. Parece que el navegador tiene JavaScript desactivado o que no lo admite. Consulte el archivo de ayuda del navegador para determinar cómo activar JavaScript.

Colaborador | Partner nivel Diamond

Miembro desde

Enviar mensaje

Soluciones
6
Respuestas
14
Me gusta otorgados
10
Me gusta recibidos
26
Ideas
0

Acerca de

Inicia sesión en la comunidad u obtén HubSpot gratis para ver los perfiles de los otros usuarios.

Amigos

La lista de amigos está vacía

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.

Actividad

BBoczkowska en Julio 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 Leer más

Responder Conversación Free

0 Me gusta

3 Respuestas

jfreeman

Colaborador | Partner nivel Diamond

Agosto 01, 2022

Hi @BBoczkowska , Great question! CHawkins had some good suggestions in their reply. I would set this up using 1 active list per ...Leer más

BHörmann en Julio 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?

Responder Conversación

0 Me gusta

2 Respuestas

jfreeman

Colaborador | Partner nivel Diamond

Julio 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...Leer más

dclover en Marzo 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 Leer más

Responder Conversación

1 Me gusta

2 Respuestas

jfreeman

Colaborador | Partner nivel Diamond

Marzo 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...Leer más

Resuelta

sales en Diciembre 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 Leer más

Responder Conversación Enterprise

0 Me gusta

11 Respuestas

jfreeman

Colaborador | Partner nivel Diamond

Enero 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...Leer más

Resuelta

WaydeChristie1 en Agosto 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 Leer más

Responder Conversación best practices Deals Enterprise

1 Me gusta

9 Respuestas

jfreeman

Colaborador | Partner nivel Diamond

Agosto 11, 2021

Thanks for the ping, @MiaSrebrnjak . Hi @WaydeChristie1 ! You're definitely right to question the current setup. 1 deal per line item...Leer más

LAshtar en Agosto 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!

Responder Conversación Deals

1 Me gusta

4 Respuestas

jfreeman

Colaborador | Partner nivel Diamond

Agosto 02, 2021

Hi @LAshtar It's because those are auto-calculated. Here's a snippet from this knowledgebase article describing how that works: Monthly ...Leer más

Ver publicaciones más recientes