VIyengar

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Venkat Iyengar

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NicoleSengers on Fevereiro 21, 2022

Set Association Labels On Records via a Workflow

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f Leia mais

Responder Idéia Contacts & Companies Workflows

1090 avaliações positivas

351 Respostas

VIyengar

Colaborador(a)

Fevereiro 18, 2024

Yup, being able to use association labels in workflows would be super useful, also to leverage the timestamps when the labels were created for report...Leia mais

HHunt1 on Abril 30, 2021

The ability to remove deal stage history

I use funnel reports to calculate our non-conversion rates. The way our business works, we need two different 'deal lost' stages, and therefore I have two non-conversion graphs. If a deal is mistakenly put into the wrong lost stage, then dragged Leia mais

Responder Idéia Dashboards & Reports Deals

87 avaliações positivas

26 Respostas

VIyengar

Colaborador(a)

Dezembro 21, 2023

This really needs to be added! Things are better now with the pipeline restrictions but to clean up legacy deals for accurate reporting, this is real...Leia mais

Solucionado

VIyengar on Novembro 23, 2023

Accurate company headcount

Hi All, I know HubSpot automativally populates the company headcount in the "Number of employees" field whenever a new company is added, but the number retreived from the database is vastly different from the actual headcount on LinkedIn, and re Leia mais

Responder Discussão Professional

0 avaliações positivas

2 Respostas

VIyengar

Colaborador(a)

Dezembro 20, 2023

Hey @TomM2 I know LinkedIn only counts people with accounts that have updated their profiles but for the niche we're targeting (employee-centric te...Leia mais

VNaumchak on Julho 29, 2022

Deal stages to be mandatory

Hello, is there a way to make every deal stage mandatory to pass to the next stage? This would be extremely helpful with conversion rates, as they are impossible to retrieve as long as some deals skip some stages when enetered.

Responder Idéia Deals

47 avaliações positivas

23 Respostas

VIyengar

Colaborador(a)

Novembro 28, 2023

This is amazing and makes life sooo much easier - thank you Jeannie and team 🤗

Solucionado

VIyengar on Novembro 23, 2023

Accurate company headcount

Responder Discussão Professional

0 avaliações positivas

2 Respostas

VIyengar

Colaborador(a)

Dezembro 20, 2023

Hey @TomM2 I know LinkedIn only counts people with accounts that have updated their profiles but for the niche we're targeting (employee-centric te...Leia mais

Solucionado

AliceZen on Fevereiro 20, 2020

Conversion rates between deal stages

Hi, I'm not sure if i'm just interpreting this wrong, but I'm having difficulty calculating the actual conversion rates between each deal stage. I.e 100 deals get created, and 70 of them move to the next stage = 70% conversion rate. 50 of Leia mais

Responder Discussão Sales Team Productivity

19 avaliações positivas

23 Respostas

VIyengar

Colaborador(a)

Novembro 23, 2023

@kvlschaefer I see this thread has been open for years already. Any idea on the releast date of this feature? The idea linked isn't the solution an...Leia mais

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