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MSodnicar
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Member since ‎Mar 24, 2023
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Matt Sodnicar

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MSodnicar on February 15, 2024
I understand that Deals and Companies can't share data. What I'm looking to do is track companies / contacts we meet at events - and be able to measure Closed Won deals vs. events. I know that if I create a property in Company, Deals can't see read more
0 upvote
5 Replies
Participant
February 15, 2024
Ah, I see - so there would be like a Parent (Conferences) and a child (23, 24, etc.) I am not experienced in databases - but I think I need to look i...read more
MSodnicar on February 15, 2024
I understand that Deals and Companies can't share data. What I'm looking to do is track companies / contacts we meet at events - and be able to measure Closed Won deals vs. events. I know that if I create a property in Company, Deals can't see read more
0 upvote
5 Replies
Participant
February 15, 2024
Ah, I see - so there would be like a Parent (Conferences) and a child (23, 24, etc.) I am not experienced in databases - but I think I need to look i...read more
Solved
MSodnicar on January 23, 2024
We're currently on Legacy pricing for Marketing Hub, and are looking at the new Hubspot pricing. Has anyone switched over? Second question, I'm building a filtered list to start seeing if we can convert most of our 11,270 contacts to non-mar read more
0 upvote
2 Replies
Participant
January 25, 2024
Thanks Tom! We have a chat planned today!
Solved
MSodnicar on January 23, 2024
We're currently on Legacy pricing for Marketing Hub, and are looking at the new Hubspot pricing. Has anyone switched over? Second question, I'm building a filtered list to start seeing if we can convert most of our 11,270 contacts to non-mar read more
0 upvote
2 Replies
Participant
January 25, 2024
Thanks Tom! We have a chat planned today!
Solved
DMcLaren4 on October 30, 2023
Hello, Is there a way of rotating your entire marketing contact per month? For example, at the end of the month every contact is made non-marketing. Once the 2nd of the following month has passed, a task is sent to organise marketing contacts f read more
0 upvote
6 Replies
Participant
January 09, 2024
Hello Karsten - I am not seeing Marketing Contact Status as a property in my Hubspot instance. Has it moved?
MSodnicar on January 02, 2024
TL;DR: Can I create reports on deals that move from one pipeline to another? We have our main Sales Pipeline, that operates as a standard deal stages pipeline, ending in Closed Won. I have built up an Upsell / Cross-sell pipeline (UCP for s read more
Participant
January 05, 2024
Thanks for the reply Josh! The deal flow goes the other way, but you got it. Can you tell me more about the Association that you mentioned?
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