Profile

HeidiHolman
Participant
Member since ‎Nov 10, 2021
Message
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    8
  • Upvotes Received
    4
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Heidi Holman

This user hasn't created a bio yet. Edit your own profile here!

Activity

Clarara_T on June 06, 2019
Update Date Properties Dynamically Through Workflow
The Deal Workflow currently only has two ways to update a Date Property: Static Date - a Fixed Date Date of Step - Date when the action was executed Ask: To be able to update Deal Date properties dynamically in a Workflow, where the close date, read more
Reply Idea Workflows
59 upvotes
25 Replies
HeidiHolman
Participant
January 25, 2022
It would be great to have some date logic that projects our go-live dates 45-60 days out from the close date. I am still trying to find a workaround....read more
Solved
JVerzuu on November 26, 2021
How can I generate win probability for each deal stages
Hi all, In my deal stages I want to know how many deals we lose between each stage. 100 Leads turn into 60 offers (60% win) turn into 30 deals (50% win). Right now I don't have a clear overview where we lose our leads in our sales funnel. An read more
Reply Discussion How-To Sales
2 upvotes
5 Replies
HeidiHolman
Participant
November 30, 2021
There needs to be a function that still calculates regardless if they hit all of the stages. Sometimes after one demo, our customers are willing to m...read more
JohnSag on July 05, 2017
Sales Velocity
A sales velocity report would be really usefull and add great value to the CRM. Either a standard template for it (as it is something allready under your radar: https://blog.hubspot.com/sales/the-5-sales-metrics-that-matter-most ) or the functiona read more
Reply Idea Sales Reporting
49 upvotes
17 Replies
HeidiHolman
Participant
November 10, 2021
How are we supposed to track the length of time it takes to close a deal without this kind of report?
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.