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MStadig
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Member since ‎Jan 19, 2022
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Martin Stadig

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MStadig on January 04, 2023
Hi! We have merged with a company that uses Vtiger as CRM and I have now the lovely task to migrate the data to HubSpot. Have a couple of questions in regard to this data transfer. If I have understood it correctly you are only able to tra read more
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MStadig on January 03, 2023
Hi! We have an AE that will change teams from country X to Y. In all sales reports and target reports from the past, I want that person to belong to Team X. (looking back at sales from previous months etc) However, from 2023 he should b read more
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MStadig on January 02, 2023
Hi! I'm looking at building the following two reports, but struggling with how to start. Any suggestions? 1. A report showing the flow of Deals through Stages. For example, during December, moved 10 Deals from POC to Closing 2 Deals moved from read more
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MStadig on November 22, 2022
Hi! We have a workflow that creates a deal when we have booked a 1st Meeting (demo) with a prospect. However, if we book a new 1st meeting /demo with the same account it does not automatically re-enroll this company in that workflow. (limitatio read more
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Participant
November 24, 2022
wow, this appears to be rather clunky. Do you have any idea how I can build a list/report where I can see that we booked a 1st Meeting and where ther...read more
Solved
MStadig on November 22, 2022
Hi! We have a workflow that creates a deal when we have booked a 1st Meeting (demo) with a prospect. However, if we book a new 1st meeting /demo with the same account it does not automatically re-enroll this company in that workflow. (limitatio read more
0 upvote
4 Replies
Participant
November 24, 2022
wow, this appears to be rather clunky. Do you have any idea how I can build a list/report where I can see that we booked a 1st Meeting and where ther...read more
Solved
MStadig on September 07, 2022
Hi! I'm looking at building a report where we can see how our SDR's are performing in relation to their goals of booked meetings and calls made. Currently, you can see this on the goal settings page, but I would like to visualize this in a repo read more
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