プロフィール

SOMeagher
参加者
コミュニティー参加日: ‎1 9, 2022
  • ベストアンサー数
    0
  • 件の返信
    2
  • いいね!した数
    9
  • いいね!獲得数
    1
  • ご意見・ご提案
    0

自己紹介

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Suse O'Meagher

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アクティビティ

Rolf 2月 19日, 2020
New contacts are constantly added to our existing deals, which take an average of nine months to close. These people are often part of the DMU and important to the project, but unknown to us at the start. Sometimes the contacts originally associated 続きを読む
参加者
5月 12日, 2022
Yes pleeeeeeease!
Mayayo 7月 02日, 2017
Disable the automatic field for closed date on deal level and disable any automatic field aside from create date on all contact, company and deal level.
193 いいね!
60 コメント
参加者
3月 06日, 2022
Agree to this idea. We have two quite different Pipelines. In one pipeline, the close date is 18-24 months out. In the other, the cycle is 4-12 week...続きを読む
MjLaipenieks 1月 16日, 2019
The Situation: In short what our company does is build custom DIY steel framing kits for small structures (i.e. Tiny Homes, ADU's etc.). My role in our company is the Help Desk and a S.D.R. The bulk of what I do day-to-day is answer questions 続きを読む
参加者
2月 24日, 2022
@NCO this doesn't work. We tried that. Files are designed to be embedded in an email template (verbatim from HubSPot support). If you createa link ...続きを読む
MjLaipenieks 1月 16日, 2019
The Situation: In short what our company does is build custom DIY steel framing kits for small structures (i.e. Tiny Homes, ADU's etc.). My role in our company is the Help Desk and a S.D.R. The bulk of what I do day-to-day is answer questions 続きを読む
参加者
2月 24日, 2022
@NCO this doesn't work. We tried that. Files are designed to be embedded in an email template (verbatim from HubSPot support). If you createa link ...続きを読む
解決済み
GinaSabelli 2月 10日, 2020
Hi All! We are working on getting playbooks set up for our sales process, and a problem we are facing is that there is currently no way to export the information out of HubSpot. We would ideally like to get this infomation out of HubSpot to give 続きを読む
参加者
2月 08日, 2022
Hi, we currently do as you suggest - adding in the playbook responses as personalistion tokens for a provider we refer leads to. This is set up as an...続きを読む
nicolerohrer 6月 04日, 2020
It would be helpful to customize which properties appear on the Product Information screen when a product is created or selected as well as be able to rearrange the order. Some of the default properties are not relevant to some users and if the user 続きを読む
23 いいね!
5 コメント
参加者
2月 03日, 2022
... I have the same frustration with 'create deal'. Our deal pipelines are quite different, and having only one way to view the 'create deal' screen ...続きを読む
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