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kcooper
Stratege/Strategin
Mitglied seit ‎Nov 7, 2016
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Katie Cooper

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pina on November 21, 2018
Do you delete unengaged contacts from your database?
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 Beitrag ansehen
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1 Likes
6 Antworten
kcooper
Stratege/Strategin
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...Beitrag ansehen
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geoffs on Juli 25, 2017
Change Default Sales Dashboard
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 Beitrag ansehen
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25 Likes
18 Antworten
kcooper
Stratege/Strategin
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...Beitrag ansehen
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ShireenSc on März 31, 2017
Report of dates and times spent in deal stage
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 Beitrag ansehen
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36 Likes
42 Antworten
kcooper
Stratege/Strategin
Oktober 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...Beitrag ansehen
Gelöst
ShireenSc on März 31, 2017
Report of dates and times spent in deal stage
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 Beitrag ansehen
Antworten Diskussion
36 Likes
42 Antworten
kcooper
Stratege/Strategin
Oktober 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...Beitrag ansehen
Gelöst
ShireenSc on März 31, 2017
Report of dates and times spent in deal stage
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 Beitrag ansehen
Antworten Diskussion
36 Likes
42 Antworten
kcooper
Stratege/Strategin
Oktober 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...Beitrag ansehen
Gelöst
davidculton on Juli 30, 2018
How do things get tagged Needs Action or Needs Followup?
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 Beitrag ansehen
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0 Likes
2 Antworten
kcooper
Stratege/Strategin
Juli 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...Beitrag ansehen
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