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RPopovich
Teilnehmer/-in | Platinum Partner
Teilnehmer/-in | Platinum Partner
Mitglied seit ‎Nov 17, 2022
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Riley Popovich

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Gelöst
dwightbailey on Januar 19, 2021
Create "time in deal stage" report
Can anyone help me? How do I create a report that looks like the below in Sales Starter:
Antworten Diskussion Starter
0 Likes
15 Antworten
RPopovich
Teilnehmer/-in | Platinum Partner
März 31, 2024
Hi there, I am also trying to find this report and I am not seeing the report name: Deal average time spent in each stage. Does anyone know if this ...Beitrag ansehen
k8isgreat on Juni 28, 2017
Automatically associate contact/company records with Deals
I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box. I would love the contacts to automatically be added when a company is attached to a deal so that 1. It Beitrag ansehen
Antworten Idee Contacts & Companies Deals
347 Likes
98 Antworten
RPopovich
Teilnehmer/-in | Platinum Partner
Februar 08, 2023
There is a way in Zapier to Create Associations. Happy to talk through any questions. There are some limitations with what you can do. Issues such as...Beitrag ansehen
Gelöst
alexbliston on Januar 17, 2023
Copy form name & utm parameters to property on a custom object
I'm hoping to create a custom object for form submissions that will allow we me run reports on conversions by utm source / medium / campaign / etc. for all forms. Upon form submission, I would like to copy the form name and utm parameters to a p Beitrag ansehen
Antworten Diskussion Enterprise
0 Likes
2 Antworten
RPopovich
Teilnehmer/-in | Platinum Partner
Januar 18, 2023
Hi Alex, I am not sure if I am completely following the question but it seems like you are wanting to Pass the form name along with your UTM Paramete...Beitrag ansehen
Jordan-King on Januar 17, 2023
Contact record created but form submission not recorded
Hi, I have forms setup to redirect to a thank you page on submission. A contact was created and based on the activity (Form page view at 5:25, thank you page view at 5:28 and contact creation at 5:29) I can see this happened through a form submi Beitrag ansehen
Antworten Diskussion Forms
0 Likes
2 Antworten
RPopovich
Teilnehmer/-in | Platinum Partner
Januar 18, 2023
Hmmm, that is a good one. Are you confident this is a real record and not a bot? I see the record was created from paid search. Bots crawl pages and ...Beitrag ansehen
Gelöst
JMayhew6 on Dezember 23, 2022
How do you set up a recurring Certification Workflow?
Hi HubSpotters! My team and I have hit a bit of a snag at the moment when it comes to creating a workflow related to certifications. I thought it might be helpful to run our issue by the Community Hive Mind to see if anyone else has tackled a Beitrag ansehen
Antworten Diskussion Enterprise
1 Likes
5 Antworten
RPopovich
Teilnehmer/-in | Platinum Partner
Januar 16, 2023
This is a fun one. I would say that it would be really cool to see your certifications listed as a Custom Object. Then create your workflows off your...Beitrag ansehen
Gelöst
FMontag on Dezember 30, 2022
How do you handle "On-hold" deals in your sales pipeline
Hi all, I have a question about best practices on how to handle deals which are "on-hold" within your sales pipeline. The use-case is that we work with a lot of SME's as prospects who can be quite on-and-off due to seasonality and other reaso Beitrag ansehen
Antworten Diskussion Sales
1 Likes
7 Antworten
RPopovich
Teilnehmer/-in | Platinum Partner
Januar 16, 2023
That is a great question. I like the idea of creating an "On Hold" pipeline, but I do get a little wary of managing multiple pipelines. Another optio...Beitrag ansehen
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