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ChrisBabelquest
Contributeur | Partenaire solutions Elite
Contributeur | Partenaire solutions Elite
Membre depuis ‎janv. 24, 2017
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  • Solutions
    2
  • Réponses
    9
  • Mentions J'aime ajoutées
    60
  • Mentions J'aime obtenues
    25
  • Idées
    1

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JacquelineOng le Septembre 02, 2022
Set deal stage to 0% deal probability without deal being in "Lost" stage.
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 Lire la suite
Répondre Idée Account Settings Deals
13 Mentions J'aime
6 Réponses
ChrisBabelquest
Contributeur | Partenaire solutions Elite
Novembre 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 le Novembre 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 Lire la suite
Répondre Idée Sales Documents
8 Mentions J'aime
0 Réponse
Résolues
WShallman le Juin 26, 2023
Can You Even Create Opportunities?
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." Lire la suite
Répondre Discussion CRM
0 Mention J'aime
3 Réponses
ChrisBabelquest
Contributeur | Partenaire solutions Elite
Juin 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...Lire la suite
Résolues
VIyengar le Mai 31, 2023
Workflow to check deals w/ overdue or no tasks
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 Lire la suite
Répondre Discussion Tasks Workflows
0 Mention J'aime
3 Réponses
ChrisBabelquest
Contributeur | Partenaire solutions Elite
Mai 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...Lire la suite
Résolues
VIyengar le Mai 31, 2023
Workflow to check deals w/ overdue or no tasks
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 Lire la suite
Répondre Discussion Tasks Workflows
0 Mention J'aime
3 Réponses
ChrisBabelquest
Contributeur | Partenaire solutions Elite
Mai 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...Lire la suite
CFarrell8 le Avril 22, 2022
Ability to Edit Monetary Field for Revenue Goal
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 Lire la suite
Répondre Idée Analytics Tools
1 Mention J'aime
1 Réponse
ChrisBabelquest
Contributeur | Partenaire solutions Elite
Mai 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...Lire la suite
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