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 Julho 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 Leia mais

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jfreeman

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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 ...Leia mais

BHörmann on Julho 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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jfreeman

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Julho 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...Leia mais

dclover on Março 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 Leia mais

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jfreeman

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Março 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...Leia mais

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sales on Dezembro 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 Leia mais

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jfreeman

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Janeiro 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...Leia mais

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WaydeChristie1 on 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 Leia mais

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jfreeman

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Agosto 11, 2021

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

LAshtar on 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!

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jfreeman

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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 ...Leia mais

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