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Ocadman
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Member since ‎May 16, 2018
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Ollie Cadman

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Ocadman on April 14, 2021
Deal value in Funnel Reports
We'd like to be able to report on the funnel by value of deals rather than number of deals
Reply Idea Deals Sales Reporting
3 upvotes
0 Reply
Ocadman
Participant
March 08, 2021
Reply to Company and contact info mandatory to create a DEAL
@sixsteps just checking we only do this for contacts, not companies. I will see if I can export it but it is done on the 'Number of contacts' pro...read more
Ocadman
Participant
March 08, 2021
Reply to Company and contact info mandatory to create a DEAL
Lucinda - this should be possible. We have a workflow that creates a task for the sales person to assign the company/contact if it is missing within ...read more
Ocadman
Participant
February 03, 2021
Reply to Short survey asking people why they unsubscribed
I find this quite shocking - this is basic functionality and something even HubSpot themselves define as best practice in their materials and trainin...read more
Ocadman on January 07, 2021
Deal Score Breakdown
We're using the new deal score attribute as a way to more systematically forecast. It would be very useful to be able to see a breakdown of how each deal was scored - at the moment I am having to do this manually by comparing the criteria to the dif read more
Reply Idea Deals
1 upvote
0 Reply
Ocadman
Participant
September 10, 2020
Reply to Add Feature to enlarge images on Knowledge base Articles when clicked
We need this for knowledge base too
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