alyssacarter

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Alyssa Carter

Marketing Director for a B2B SaaS company. I love growing new companies, thinking strategically, solving problems, and building relationships. I also love my two dogs and anything with cheese in it.

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Hal on Junho 25, 2019

Time in Deal Stage

Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!

Responder Idéia Deals

408 avaliações positivas

154 Respostas

alyssacarter

Colaborador(a)

Março 11, 2022

I **think** we have a workaround for this. What we did was create time stamp properties for each deal stage. Then we set up a workflow with the enrol...Leia mais

AndreaWeir on Março 28, 2018

Difficulty reporting due to deletion of Became x Lifecycle Stage Date property?

A lot of our reporting is made very difficult by the fact that when someone is revrted to a previous lifecycle stage, HubSpot automatically deletes the value for the property "Became x Lifecycle Stage Date" for the further along the funnel stage. Leia mais

Responder Discussão

18 avaliações positivas

18 Respostas

alyssacarter

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Julho 16, 2020

Hey Corbin - I'm with you on wondering about historic lifecycle values with customer churn. We've created a custom propert for 'former customer' that...Leia mais

AndreaWeir on Março 28, 2018

Difficulty reporting due to deletion of Became x Lifecycle Stage Date property?

Responder Discussão

18 avaliações positivas

18 Respostas

alyssacarter

Colaborador(a)

Julho 16, 2020

Hey Corbin - I'm with you on wondering about historic lifecycle values with customer churn. We've created a custom propert for 'former customer' that...Leia mais

alivia on Fevereiro 06, 2018

Attaching Offline contacts to a campaign

Hey, We need to be able to attach contacts we upload to a campaign in Hubspot. Let's face it, not many companies are 100% online, we all go to events and attend conferences where we get contacts, or even do hosted paid and are given lists of con Leia mais

Responder Idéia Campaigns Contacts & Companies

305 avaliações positivas

155 Respostas

alyssacarter

Colaborador(a)

Agosto 23, 2019

The problem with using workflows is it doesn’t attribute the contacts as new contacts from the campaign since they’re already in the system. But this...Leia mais

gil1001 on Novembro 16, 2018

MQL and sales follow up best practice

How do you to close the loop between leads that are being assigned to sales, making sure all of them are being followed up by sales and that the ball is not dropped by no sales person, and then actually getting stats on how many of the leads you cr Leia mais

Responder Discussão

1 avaliações positivas

6 Respostas

alyssacarter

Colaborador(a)

Julho 24, 2019

We had similar issues in not being able to appropriately track this process. We came up with the below solution after almost a year of working with H...Leia mais

AndreaWeir on Março 28, 2018

Difficulty reporting due to deletion of Became x Lifecycle Stage Date property?

Responder Discussão

18 avaliações positivas

18 Respostas

alyssacarter

Colaborador(a)

Julho 16, 2020

Hey Corbin - I'm with you on wondering about historic lifecycle values with customer churn. We've created a custom propert for 'former customer' that...Leia mais

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