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ChrisBabelquest
Contributor | Elite Partner
Member since ‎Jan 24, 2017
  • solutions
    2
  • Replies
    9
  • Upvotes Given
    58
  • Upvotes Received
    25
  • Ideas
    1

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JacquelineOng on September 02, 2022
Posting on behalf of a customer. This is related to another idea thread which made it possible to set custom deal probability percentages. Currently, when a deal is set to 0% probability, this causes the deal to be considered as a clos read more
10 upvotes
3 Replies
Contributor | Elite Partner
November 30, 2023
Replying to give this a bump! It's quite a frustrating piece of functionality and I've battled with it a few times
ChrisBabelquest on November 14, 2023
We'd like to be able to add a unique document to a contact record and send it via email. This would be for bespoke documents that were only relevant to a single contact or company. These documents would have the same tracking as standard HubS read more
8 upvotes
0 Reply
Solved
WShallman on June 26, 2023
Whats up everyone! I was using salesforce for a long time. I am now implementing a few GTM sales structures for the new company I am at... In Saleforce you could create an "Opportunity" and then convert that "Opportunity" into a "Deal." read more
0 upvote
3 Replies
Contributor | Elite Partner
June 28, 2023
Have you considered adding "opportunity" stage/s at the beginning of your sales pipeline? If the first stage is "opportunity" you can add prope...read more
Solved
VIyengar on May 31, 2023
Hi, !Newbie alert! I have a lot of legacy and inactive deals in my pipeline and I want to setup a filter, which will show me all deals with: 1) No tasks assigned; 2) Overdue tasks I've tried using workflow following this solution: htt read more
0 upvote
3 Replies
Contributor | Elite Partner
May 31, 2023
The statuses don't have a cut and dried definition beyond their names and peoples interpretations You could use 'task status is none of complet...read more
Solved
VIyengar on May 31, 2023
Hi, !Newbie alert! I have a lot of legacy and inactive deals in my pipeline and I want to setup a filter, which will show me all deals with: 1) No tasks assigned; 2) Overdue tasks I've tried using workflow following this solution: htt read more
0 upvote
3 Replies
Contributor | Elite Partner
May 31, 2023
The statuses don't have a cut and dried definition beyond their names and peoples interpretations You could use 'task status is none of complet...read more
CFarrell8 on April 22, 2022
The new Beta version of Revenue Goal is great - it's exactly the kind of tracker our team has been looking for and have sought third party solutions for. One feature that would be really helpful to make this tool complete would be the ability to ch read more
1 upvote
1 Reply
Contributor | Elite Partner
May 03, 2022
I would love to see this! Allowing the ability to set goals against different revenue fields would make a big difference. Ideally the ability to sele...read more
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