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CHaniger
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Member since ‎Aug 4, 2023
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Casey Haniger

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CHaniger on February 13, 2024
Quoting in HubSpot
I am trying to get my sales team into HubSpot for quoting. Unfortuantley, we need features on our quote that does not seem avialable in hubspot. For example, things like ship date, stage date, rental end date and more. Is it possible to hire so read more
Reply Discussion Deals
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CHaniger on January 31, 2024
Deal Workflow for Stale Deals
Hello, I am trying to create a stale deal workflow to send an internal notification to the deal owner that their deal has not had any activity on it for the last 30 days. Is this the correct workflow. Step 2: I would like to create a workflow t read more
Reply Discussion Deals
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CHaniger on December 08, 2023
Best Practice for reporting on deal types and product types
Hello! We are setting up our HubSpot SalesHub and we started dividing up into different pipelines - 3 total. We have also created various deal types. We still want at least 1 or 2 more levels of reporting and were thinking of utilizing the product t read more
Reply Discussion Deals Reports
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