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ChrisBabelquest
Contributor | Elite Partner
Contributor | Elite Partner
Member since ‎Jan 24, 2017
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  • solutions
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  • Replies
    9
  • Upvotes Given
    63
  • Upvotes Received
    25
  • Ideas
    1

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ChrisBabelquest
Contributor | Elite Partner
November 30, 2023
Reply to Set deal stage to 0% deal probability without deal being in "Lost" stage.
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
Upload and send unique documents from the contact record with the same tracking
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
Reply Idea Sales Documents
8 upvotes
0 Reply
ChrisBabelquest
Contributor | Elite Partner
June 28, 2023
Reply to Can You Even Create Opportunities?
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
ChrisBabelquest
Contributor | Elite Partner
May 31, 2023
Reply to Workflow to check deals w/ overdue or no tasks
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
ChrisBabelquest
Contributor | Elite Partner
May 31, 2023
Reply to Workflow to check deals w/ overdue or no tasks
Not the workflow answer you wanted but - you could use the custom report builder to view this info. Using deals as the primary data source and activi...read more
ChrisBabelquest
Contributor | Elite Partner
May 03, 2022
Reply to Ability to Edit Monetary Field for Revenue Goal
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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