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JMayhew6
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Jesse Mayhew

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JMayhew6 on Março 25, 2024
Best Practices when it comes to Customer Success Managers and user ownership assignments
I'm very curious to hear what other people are doing or if there is a commonly considered 'best practice' when it comes to assigning CSM ownership to a company record. Do you either A.) Make the CSM 'Company Owner', and replace/overwrite w Leia mais
Responder Discussão best practices
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JMayhew6 on Fevereiro 16, 2024
Zombie Deals: Best Practices when it comes to deal duplication after closed lost?
Hi everyone, I'm curious if anyone else has encountered this problem and has found a solution that they would recommend. I'm wondering if there is any way to easily duplucate deals in HubSpot. The reason this came up is because some of our Leia mais
Responder Discussão Deals
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JMayhew6
Colaborador(a)
Fevereiro 16, 2024
Thanks Louise. We are on HS Enterprise. And we have a Ops hub License as well. That's good to know!
Solucionado
JMayhew6 on Fevereiro 16, 2024
Zombie Deals: Best Practices when it comes to deal duplication after closed lost?
Hi everyone, I'm curious if anyone else has encountered this problem and has found a solution that they would recommend. I'm wondering if there is any way to easily duplucate deals in HubSpot. The reason this came up is because some of our Leia mais
Responder Discussão Deals
0 avaliações positivas
4 Respostas
JMayhew6
Colaborador(a)
Fevereiro 16, 2024
Thanks Louise. We are on HS Enterprise. And we have a Ops hub License as well. That's good to know!
Solucionado
JMayhew6 on Fevereiro 16, 2024
Zombie Deals: Best Practices when it comes to deal duplication after closed lost?
Hi everyone, I'm curious if anyone else has encountered this problem and has found a solution that they would recommend. I'm wondering if there is any way to easily duplucate deals in HubSpot. The reason this came up is because some of our Leia mais
Responder Discussão Deals
0 avaliações positivas
4 Respostas
JMayhew6
Colaborador(a)
Fevereiro 16, 2024
Thanks Louise. We are on HS Enterprise. And we have a Ops hub License as well. That's good to know!
Solucionado
JMayhew6 on Outubro 27, 2023
Limitations of the new Prospecting tool and a suggestion
I'm posting this here both as feedback for the HubSpot product team, as well as to see if anyone else has encountered this problem and has figured out a solution/workaround: I think that it is major limitation of the Leads tool that 'Lead Owne Leia mais
Responder Discussão Sales
22 avaliações positivas
13 Respostas
JMayhew6
Colaborador(a)
Fevereiro 07, 2024
If I'm following you correctly, I think that the major drawback to your solution is that if and when you would like to report on sales activities, e...Leia mais
JMayhew6 on Janeiro 23, 2024
Addressing Extra and Main Team member limitations
I want to suggust to the HS product team that you address some of the limitations to Team membership. I recently learned that if a user is listed in a team as an 'Extra' team member, that this limits certain functions. For one thing, they canno Leia mais
Responder Idéia Users & Teams & Permissions
7 avaliações positivas
2 Respostas
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