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malv13
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Member since ‎Aug 30, 2021
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Melissa Alvarez

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malv13
Participant
March 23, 2023
Reply to track the number of days a contact spends in a lead status
My recommendation would be to 1) Create a property for each Lead Status you have called "Moved to Lead Status X date" 2) Create a workflow for...read more
malv13
Participant
March 22, 2023
Reply to Tracking the number of days contacts spend in a particular Lifecycle Stage
I feel an easier way to do this is to create calculation properties on the contact called "Time spent as MQL" and so on, and then the formula is Time...read more
malv13
Participant
March 09, 2022
Reply to Quote Templates (including line items)
+1 Totally agree with you, we would like to have canned quote templates with line items, terms, and discounts.
malv13
Participant
March 02, 2022
Reply to slack private channel
Chiming in with a solution to this issue above. Our IT team added the HubSpot app into the private channel as a "member," and then the channel starte...read more
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