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DrewEconsys
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roarkjanis en Abril 08, 2017
Select which Deal to log an email to when a contact is associated with multiple Deals
Need an option to limit the email logging to a specific deal associated to a contact rather than all deals. When you have an account where you do multiple deals every email associate to the domain goes into every single deal. Another aspect of Leer más
Responder Idea Deals Sales Email Extensions & Add-Ins
182 Me gusta
84 Respuestas
DrewEconsys
Miembro
Julio 08, 2019
@ecosenza Thanks for the reply. I am aware of what you're suggestin but that is exactly what I am trying to find a fix for. That process is cumbers...Leer más
roarkjanis en Abril 08, 2017
Select which Deal to log an email to when a contact is associated with multiple Deals
Need an option to limit the email logging to a specific deal associated to a contact rather than all deals. When you have an account where you do multiple deals every email associate to the domain goes into every single deal. Another aspect of Leer más
Responder Idea Deals Sales Email Extensions & Add-Ins
182 Me gusta
84 Respuestas
DrewEconsys
Miembro
Julio 08, 2019
@ecosenza Thanks for the reply. I am aware of what you're suggestin but that is exactly what I am trying to find a fix for. That process is cumbers...Leer más
granthensel en Abril 22, 2017
Set Deal Stage Win Probability to 0%
Sometime a deal isn't lost, but saying it has a 10% win percentage chance is an overstatement. We have many deals in a long-term follow up stage that should be 0% chance of closing, realistically, to prevent them from clogging up our reporting. Leer más
Responder Idea Deals Sales Reporting
112 Me gusta
62 Respuestas
DrewEconsys
Miembro
Febrero 21, 2019
Agree. Please allow for whole number values between 0-99%. 10% is far too high for our initial phase in the pipeline.
granthensel en Abril 22, 2017
Set Deal Stage Win Probability to 0%
Sometime a deal isn't lost, but saying it has a 10% win percentage chance is an overstatement. We have many deals in a long-term follow up stage that should be 0% chance of closing, realistically, to prevent them from clogging up our reporting. Leer más
Responder Idea Deals Sales Reporting
112 Me gusta
62 Respuestas
DrewEconsys
Miembro
Febrero 21, 2019
Agree. Please allow for whole number values between 0-99%. 10% is far too high for our initial phase in the pipeline.
rickm en Julio 17, 2017
Primary Contact Company Property
We frequently need to get in touch with the primary contact at one of our customers. In HubSpot, there is no way to identify who this is among the many contacts we have in HS for that organization. Even HubSpot recognizes the importance of thi Leer más
Responder Idea Contacts & Companies
402 Me gusta
165 Respuestas
DrewEconsys
Miembro
May 01, 2018
I'd add that for us we need a Primary Point of Contact at the Deal level, not as much for the Company level. We deal with Government Agencies, so our...Leer más
grayson en Febrero 27, 2017
Customizing "log activity" in HubSpot CRM
Hi HubSpot Development Team, I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging. Thanks for cons Leer más
Responder Idea Contacts & Companies
614 Me gusta
251 Respuestas
DrewEconsys
Miembro
Abril 18, 2018
Our business tracks "Meetings" tasks in different buckets to track productivity and traction within the sales stages of our pipeline. We'd love to di...Leer más
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