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kcooper
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Member since ‎Nov 7, 2016
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Katie Cooper

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kcooper
Top Contributor
November 27, 2018
Reply to Do you delete unengaged contacts from your database?
Pina, Such a short, complicated question! For me, as admin of our HubSpot CRM, the question keep-or-purge is top of mind about twice a yea...read more
kcooper
Top Contributor
November 26, 2018
Reply to Change Default Sales Dashboard
Netsec144 - Take a look at Toby. It is a chrome plugin that works like a visual bookmarks bar - but on crack. I use it to launch me into all of the t...read more
kcooper
Top Contributor
October 18, 2018
Reply to Report of dates and times spent in deal stage
Yeah, using the steps that one of the posters (erijohn) put up - It is a PITA....but more accurate, since using deal workflows to set date fields onl...read more
kcooper
Top Contributor
October 18, 2018
Reply to Report of dates and times spent in deal stage
Yeah - you can make a Date Picker deal property for every deal stage you have, and in the workflows you can have it set the deal property for that st...read more
kcooper
Top Contributor
October 18, 2018
Reply to Report of dates and times spent in deal stage
Dude...YES! Now that you can enroll deals in workflows, this is so much easier. Create a Date Picker deal property. I called mine "Date enter...read more
kcooper
Top Contributor
July 30, 2018
Reply to How do things get tagged Needs Action or Needs Followup?
Your question, while long, actually has a pretty straightforward answer. When you see "Needs action" or "Needs follow-up" in your gmail extentio...read more
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