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malv13
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Member since ‎Aug 30, 2021
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Melissa Alvarez

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mayalaraineri on March 23, 2023
track the number of days a contact spends in a lead status
Hello team, I want to track how many days a contact spends in a lead status. I know I can c reate calculation properties on the contact called for example "Time spent as MQL", and then the formula is Time Between "Became an MQL date" and "Became read more
Reply Discussion Enterprise
0 upvote
2 Replies
malv13
Participant
March 23, 2023
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
Solved
sttang on August 18, 2020
Tracking the number of days contacts spend in a particular Lifecycle Stage
HubSpot currently has a few default contact properties for you to track the dates when contacts hit a new stage such as: Became a marketing qualified lead date Became a sales qualified lead date Became a customer date read more
Reply Discussion How To
14 upvotes
18 Replies
malv13
Participant
March 22, 2023
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
mandou13 on February 16, 2022
Quote Templates (including line items)
Hello, What do you think about adding the option to create "quote templates" that include line items . Case study I have different brands, and different equipment quotes per brand (with more than 30 items inside with different quantiti read more
Reply Idea Products and Quotes
33 upvotes
14 Replies
malv13
Participant
March 09, 2022
+1 Totally agree with you, we would like to have canned quote templates with line items, terms, and discounts.
lypratt on December 23, 2020
slack private channel
Hubspot's integration with Slack can only access public slack channels, not private ones. Most of our content is in private channels, so this feature has no value to us.
Reply Idea Integrations
33 upvotes
12 Replies
malv13
Participant
March 02, 2022
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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