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nnikolas
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Member since ‎Mar 20, 2018
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  • solutions
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nnikolas on May 13, 2024
Using a single Playbook multiple times on the same record
We work with clients again and again on multiple projects. We need to be able to save the same playbook to a record multiple times. Example, let's say there's a project planning playbook where we go through a set of questions that we ask the client read more
Reply Idea Playbooks
6 upvotes
1 Reply
nnikolas
Contributor
January 30, 2024
Reply to Can I assign a deal to two users?
How can you filter reports with this field tho? We can only filter based on the original owner field but also want to report on the 2nd ownership fie...read more
nnikolas on November 17, 2023
Forecast History Edit
Hello, Being able to edit the forecast historically is needed. We have large deals and long sales cycles; if you think a $2M deal will hit this month, but it slides once or twice, your quarterly forecast is suddenly off by $6M. We also have new read more
Reply Idea Deals Sales Reporting
1 upvote
0 Reply
nnikolas
Contributor
May 08, 2023
Reply to List of contacts from list of companies
Yes! We need this. We don't use Hubspot for our pipeline, just marketing. I want to export a list of client companies from out other CRM, upload it t...read more
nnikolas
Contributor
April 05, 2021
Reply to SEQUENCES - Allowing multiple steps on the same day
This! I can't believe this isn't a feature. We want reps to make a call, send a LinkedIn request, and have a follow-up email send all in one day, not...read more
nnikolas
Contributor
February 03, 2021
Reply to Bulk-editing multiple checkbox properties
Agreed!! Upvote x100000000 Case: We want to "tag" prospects when they express interest in a certain topic. We can do some of this through workfl...read more
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