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SCooper8
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Member since ‎Jun 15, 2022
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SCooper8 on November 27, 2023
Morning all, At the moment, we use a seperate excel spreadsheet to quality check the customer journey and data entered within HubSpot. I would like to manage this within HubSpot so we can identify, monitor, automate and build reporting aroun read more
Member
November 28, 2023
Thanks Karsten, but what I'm talking about is an overview and QC grading for each individual team member, based on the QC excel spreadsheet we have. ...read more
SCooper8 on November 27, 2023
Morning all, At the moment, we use a seperate excel spreadsheet to quality check the customer journey and data entered within HubSpot. I would like to manage this within HubSpot so we can identify, monitor, automate and build reporting aroun read more
Member
November 28, 2023
Thanks Karsten, but what I'm talking about is an overview and QC grading for each individual team member, based on the QC excel spreadsheet we have. ...read more
SCooper8 on November 27, 2023
Morning all, At the moment, we use a seperate excel spreadsheet to quality check the customer journey and data entered within HubSpot. I would like to manage this within HubSpot so we can identify, monitor, automate and build reporting aroun read more
Member
November 28, 2023
Thanks Karsten, but what I'm talking about is an overview and QC grading for each individual team member, based on the QC excel spreadsheet we have. ...read more
SCooper8 on August 23, 2023
Our customers contain companies that have multiple deals (brokers) associated with their accounts. WHen emailing via the HubSpot outlook app, we are unable to associate the emails they respond with to multiple or single deals as there's no pe read more
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SCooper8 on November 11, 2022
Hi All, I've been trying to create a report which details the following: Deal name Created date Deal owner Last contact date Last contact type (email/call/meeting) Status Status change Can anyone point me in the direction of how to crea read more
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SCooper8 on June 15, 2022
Hi All, We're currently implementing Hubspot and are developing a QA framework to ensure quality of data and customer interaction. Is there an app or the ability to monitor this without the use of manual methods (manual checking)? Many thanks
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