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JKaufman
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Member since ‎Jan 17, 2023
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Jared Kaufman

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JKaufman on October 31, 2023
Managing SaaS Renewals and Expansions
Hey team - I'm trying to automate some of the processes around renewals and expansions for our SaaS startup - we're on Sales Enterprise. Hoping to get some help. Specific scenario: If I have separate deals for renewal + expansion on the same acc read more
Reply Discussion SalesOps
1 upvote
6 Replies
JKaufman
Member
November 08, 2023
Thank you! So if I understand correctly, the "contracts" object would be associated with multiple "deals" - potentially "renewal" and "expansion"? Or...read more
Solved
JKaufman on October 31, 2023
Managing SaaS Renewals and Expansions
Hey team - I'm trying to automate some of the processes around renewals and expansions for our SaaS startup - we're on Sales Enterprise. Hoping to get some help. Specific scenario: If I have separate deals for renewal + expansion on the same acc read more
Reply Discussion SalesOps
1 upvote
6 Replies
JKaufman
Member
November 08, 2023
Thank you! So if I understand correctly, the "contracts" object would be associated with multiple "deals" - potentially "renewal" and "expansion"? Or...read more
Solved
JKaufman on October 31, 2023
Managing SaaS Renewals and Expansions
Hey team - I'm trying to automate some of the processes around renewals and expansions for our SaaS startup - we're on Sales Enterprise. Hoping to get some help. Specific scenario: If I have separate deals for renewal + expansion on the same acc read more
Reply Discussion SalesOps
1 upvote
6 Replies
JKaufman
Member
November 08, 2023
Thank you! So if I understand correctly, the "contracts" object would be associated with multiple "deals" - potentially "renewal" and "expansion"? Or...read more
JKaufman on April 26, 2023
Prevent companies with the same domain from creating duplicates
Hi! When going through my data in Hubspot, I sometimes find multiple companies with the same domain name that Hubspot is not catching as being duplicates. I want to make sure that when new contacts are uploaded (or companies) - that the upl read more
Reply Discussion RevOps
1 upvote
12 Replies
JKaufman
Member
May 08, 2023
Unfortunately I'm not seeing this feature in my settings
JKaufman on April 26, 2023
Prevent companies with the same domain from creating duplicates
Hi! When going through my data in Hubspot, I sometimes find multiple companies with the same domain name that Hubspot is not catching as being duplicates. I want to make sure that when new contacts are uploaded (or companies) - that the upl read more
Reply Discussion RevOps
1 upvote
12 Replies
JKaufman
Member
May 08, 2023
Unfortunately I'm not seeing this feature in my settings
JKaufman on April 26, 2023
Prevent companies with the same domain from creating duplicates
Hi! When going through my data in Hubspot, I sometimes find multiple companies with the same domain name that Hubspot is not catching as being duplicates. I want to make sure that when new contacts are uploaded (or companies) - that the upl read more
Reply Discussion RevOps
1 upvote
12 Replies
JKaufman
Member
May 08, 2023
Unfortunately I'm not seeing this feature in my settings
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