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DrewEconsys
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Membre depuis ‎déc. 1, 2017
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roarkjanis le Avril 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 Lire la suite
Répondre Idée Deals Sales Email Extensions & Add-Ins
182 Mentions J'aime
84 Réponses
DrewEconsys
Membre
Juillet 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...Lire la suite
roarkjanis le Avril 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 Lire la suite
Répondre Idée Deals Sales Email Extensions & Add-Ins
182 Mentions J'aime
84 Réponses
DrewEconsys
Membre
Juillet 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...Lire la suite
granthensel le Avril 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. Lire la suite
Répondre Idée Deals Sales Reporting
112 Mentions J'aime
62 Réponses
DrewEconsys
Membre
Février 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 le Avril 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. Lire la suite
Répondre Idée Deals Sales Reporting
112 Mentions J'aime
62 Réponses
DrewEconsys
Membre
Février 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 le Juillet 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 Lire la suite
Répondre Idée Contacts & Companies
402 Mentions J'aime
165 Réponses
DrewEconsys
Membre
Mai 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...Lire la suite
grayson le Février 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 Lire la suite
Répondre Idée Contacts & Companies
614 Mentions J'aime
251 Réponses
DrewEconsys
Membre
Avril 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...Lire la suite
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