Who (what type of role or team) is the feature for? Go to market teams What is their goal? This is the use case: While working a deal, people need to complete a Decision Maker Contact for the decision bought in stage. There's a fie read more
This would be so helpful. And if we can view the pinned notes in the Overview tab also. Right now, we have a reminder to remind people to pin their n...read more
Here's a ~2min showing the double conditional logic (which would be the same steps for doing conditional pipelines): https://vimeo.com/866495856/bc...read more
@Amanda_FUNYL if I'm understanding you correctly, you could do double conditional logics. For example, I can have conditional logic by Pipeline and...read more
Who (what type of role or team) is the feature for? Sales, CSMs, and Managers What is their goal? To have pipelines by product, and have required deal stages per pipeline based on business unit. What value will this add? This will a read more
Who (what type of role or team) is the feature for? Admins, Operations, Managers What is their goal? Audit the permissions for properties so we can change permissions. What value will this add? It will reduce a lot of time. read more
Who (what type of role or team) is the feature for? Operations, Data Analytics, Sales Managers What is their goal? To use the deal split amount and deal split percentage property in Tableau for reporting, Hubspot workflows, and Hubsp read more
Who (what type of role or team) is the feature for? Sales, Customer Success, Solutions Engineers, Operations What is their goal? To completely hide properties when it is set to No Access for certain teams. To customize the left side read more
Who (what type of role or team) is the feature for? Operations, Sales What is their goal? To automatically associate company contacts with the company's associated deals. What value will this add? Reduces admin tasks for our s read more
Who (what type of role or team) is the feature for? Sales, Solutions Engineers, Customer Success What is their goal? To view all notes and tasks in one area without having to create a report. What value will this add? It will read more
Who (what type of role or team) is the feature for? Sales, Solutions Engineers, Customer Success, Operations What is their goal? To simplify the interface for business units. To secure pipeline data from other business units. Wha read more