ChrisBabelquest

Se debe instalar y activar JavaScript para utilizar estos foros. Parece que el navegador tiene JavaScript desactivado o que no lo admite. Consulte el archivo de ayuda del navegador para determinar cómo activar JavaScript.

Colaborador | Partner nivel Elite

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ChrisBabelquest

Colaborador | Partner nivel Elite

Noviembre 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 en Noviembre 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 Leer más

Responder Idea Sales Documents

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ChrisBabelquest

Colaborador | Partner nivel Elite

Junio 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...Leer más

ChrisBabelquest

Colaborador | Partner nivel Elite

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...Leer más

ChrisBabelquest

Colaborador | Partner nivel Elite

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...Leer más

ChrisBabelquest

Colaborador | Partner nivel Elite

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...Leer más

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