@Olena This is a simple use case and I still haven't found a good way to do this on Hubspot. I posted a similar question here -> https://commun...read more
Very much needed, please. We use dashboards for pipeline calls and want to see information like next steps, MEDDPICC fields, etc and by the time we s...read more
I'm working on a workflow to move lead status automatically from New -> Contacting -> Engaging -> Qualified/Unqualified. To move the status from Contacting to Engaging, I need to know if the contact has responded to any emails sent from ou read more
@NSaley Thanks for sharing your views and furthering this discussion. In my company, we are currently not creating deals for downgrades/churns. We ...read more
@Designer-Kyle Thanks a lot for detailing the different betas - it's great that both these amazing must-have features are in the works. But I think...read more
My company sells both recurring revenue items as well as one-time revenue items. A deal could have just recurring revenue line items, just one-time revenue line items or a combination of recurring and one-time revenue line items within one deal. Als read more
I'm working on a workflow to move lead status automatically from New -> Contacting -> Engaging -> Qualified/Unqualified. To move the status from Contacting to Engaging, I need to know if the contact has responded to any emails sent from ou read more