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kcooper
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Member since ‎Nov 7, 2016
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Katie Cooper

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pina on November 21, 2018
Hello, we have a large number of unengaged contacts in our Hubspot database. Wondering what others do with their unengaged contacts? Do you leave them in the database or delete them? I am inclined to delete them, but we sometimes send email to un read more
1 upvote
5 Replies
Top Contributor
November 27, 2018
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
Solved
geoffs on July 25, 2017
How do we set what default Sales Dashboard people see when they log into HubSpot? Right now it shows a HubSpot Sales Dashboard to everyone. I know I can customize that dashboard, but I have several teams within the company that I want to show a diff read more
24 upvotes
18 Replies
Top Contributor
November 26, 2018
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
Solved
ShireenSc on March 30, 2017
I woul dlike to evaluate how long a deal stays in one stage for example how long it took our sales person to go from contatcting a cutsomer to giving them a quotation? If i go into a deal, the information is there. It shows: Deal XYZ moved to S read more
35 upvotes
42 Replies
Top Contributor
October 18, 2018
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
Solved
ShireenSc on March 30, 2017
I woul dlike to evaluate how long a deal stays in one stage for example how long it took our sales person to go from contatcting a cutsomer to giving them a quotation? If i go into a deal, the information is there. It shows: Deal XYZ moved to S read more
35 upvotes
42 Replies
Top Contributor
October 18, 2018
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
Solved
ShireenSc on March 30, 2017
I woul dlike to evaluate how long a deal stays in one stage for example how long it took our sales person to go from contatcting a cutsomer to giving them a quotation? If i go into a deal, the information is there. It shows: Deal XYZ moved to S read more
35 upvotes
42 Replies
Top Contributor
October 18, 2018
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
Solved
davidculton on July 30, 2018
I'm new to Hubspot CRM and must admit that so far I'm finding it one of the most user-unfriendly pieces of software I've used in a long time. I want to identify and track a subset of my contacts that I'm focusing on for business development. I love read more
0 upvote
2 Replies
Top Contributor
July 30, 2018
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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