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RPG
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Member since ‎Jan 31, 2018
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  • Upvotes Given
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  • Upvotes Received
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Thomas Möller

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RPG on April 24, 2024
Periodically create task for contacts with no activity
Hey Guys, I want to create a workflow, that nudges sales people, if there is no activity for a contact. What I did is → contact enrollment trigger → Last activity date is 30 days ago" and then create a task. This works well, but I've noticed read more
Reply Discussion SNA
0 upvote
1 Reply
ChereeOmtvedt on November 14, 2018
Company Name Displayed in a Task List
It would be great if we could add the company name to the task list. Our sales team uses tasks 80-95% of the time, and we run multiple calling campaigns and, follow up on a weekly basis, sometimes with multiple contacts from the same company. read more
Reply Idea Tasks
71 upvotes
47 Replies
RPG
Participant
May 29, 2020
Please add something here, Hubspot Team. The Task funktionality like this is is quite sensless in the webbrowser. We also need the associated compan...read more
Solved
sklein on April 08, 2019
Win Rate reporting
How can I create a report for win rate? Calculation is pretty simple, total won($)/(total won($)+total lost ($)) but primarily I'm not sure how to add the calculated field? Thanks so much
Reply Discussion Sales Dashboard
6 upvotes
14 Replies
RPG
Participant
April 20, 2020
I am still having the same Issue - when I build custom properties with calculations, there is only a very limited number of deal properties i can sel...read more
XavierDrake on April 13, 2017
Default Pipeline
It would be nice if we could set a Default Pipeline under Deals in a similar way that we can set a Default View. We have product managers who care more about a specific product pipeline than other reps would. At the moment, even if we set a Defualt read more
Reply Idea Deals
122 upvotes
30 Replies
RPG
Participant
March 23, 2020
Yes, would be a great addition. Please add.
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