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JMayhew6
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Member since ‎Nov 7, 2022
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Jesse Mayhew

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JMayhew6 on September 18, 2023
Company List as a Workflow Trigger
What about for company list and company workflows? I tried setting up a static list enrollment trigger for a company list and a company workflow, and I don't appear to have the option to enroll companies based on whether or not they are a member of read more
Reply Discussion Workflows
0 upvote
3 Replies
Solved
JMayhew6 on June 13, 2023
How to best track slipped deals?
I'm curious if other people have encountered this problem/need, and what solutions you've been able to find or develop: My sales executive team has requested a way to view information on 'slipped deals.' By 'slipped deals', I'm referring to read more
Reply Discussion Reports
0 upvote
2 Replies
JoeMayall on September 07, 2021
Workflows: Folders Within Folders
It would be extremely helpful to be able to create folders within folders for better organization leading to fewer duplicates and improved efficiency.
Reply Idea Workflows
36 upvotes
10 Replies
JMayhew6
Contributor
January 26, 2023
I just want to add my voice to this requests. Not being able to have subfolders for workflows means that things get very cluttered and overwhelming v...read more
Solved
JMayhew6 on January 11, 2023
Dealing with Variable Monthly Revenue From Customers
I can't be the first CRM manager to encounter this situation, and if anyone else has figured out a system for dealing with this, I would be most grateful for any wisdom you could share. I've managed HubSpot for several different SaaS companies, read more
Reply Discussion RevOps
2 upvotes
6 Replies
JMayhew6
Contributor
January 12, 2023
Thanks for your response Pete. This is all helpful. Let me try and re-state the primary problem and why we want this revenue information in HubSpot: ...read more
Solved
JMayhew6 on January 11, 2023
Dealing with Variable Monthly Revenue From Customers
I can't be the first CRM manager to encounter this situation, and if anyone else has figured out a system for dealing with this, I would be most grateful for any wisdom you could share. I've managed HubSpot for several different SaaS companies, read more
Reply Discussion RevOps
2 upvotes
6 Replies
JMayhew6
Contributor
January 12, 2023
Thanks for your response Pete. This is all helpful. Let me try and re-state the primary problem and why we want this revenue information in HubSpot: ...read more
dtavenues on October 21, 2020
Tracking and reporting on events and attendance
This has been asked in a variety of ways, but I wanted to start a new thread since marketing events and custom objects have been rolled out to see if there are any new thoughts. We are a school with multiple campuses and run many information eve read more
Reply Discussion best practices CRM Custom Objects Enterprise
31 upvotes
33 Replies
JMayhew6
Contributor
January 11, 2023
We actually did wind up create a custom object for events. Your association labels is a great idea for tracking engagement. I'm curious how you have ...read more
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