Profile

PFarrell2
Member
Member since ‎Sep 12, 2023
Message
  • solutions
    0
  • Replies
    2
  • Upvotes Given
    0
  • Upvotes Received
    0
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Paul Farrell

This user hasn't created a bio yet. Edit your own profile here!

Activity

PFarrell2 on September 22, 2023
Client stage report - a step too far for a CRM?
Hi all, I'm not sure if I'm asking too much of a CRM here but I wondered if anyone can think of a way to report, visually, on the stage each client is at in their journey with a piece of software. Let's say the client journey is -> Pre- read more
Reply Discussion Reports
0 upvote
3 Replies
PFarrell2
Member
September 22, 2023
Hi! Thank you so much for the video. It's very much appreciated. Unfortunately, it's not really what I'm after. I'm after something way more simple...read more
PFarrell2 on September 22, 2023
Client stage report - a step too far for a CRM?
Hi all, I'm not sure if I'm asking too much of a CRM here but I wondered if anyone can think of a way to report, visually, on the stage each client is at in their journey with a piece of software. Let's say the client journey is -> Pre- read more
Reply Discussion Reports
0 upvote
3 Replies
PFarrell2
Member
September 22, 2023
Hi! Thank you so much for the video. It's very much appreciated. Unfortunately, it's not really what I'm after. I'm after something way more simple...read more
Solved
PFarrell2 on September 12, 2023
Logged emails for a contact not showing up under a deal
Hi - there is one similar post to this but the accepted solution (to change the lifecycle stage of the contact to 'Customer' did not work for me) I have a Deal board which shows all deals as cards in their respective columns. There is a feature read more
Reply Discussion Free
0 upvote
2 Replies
PFarrell2
Member
September 13, 2023
Hi Frank, Thanks for the response. That's very kind of you. The actual settings and process for logging these emails seems to be working ok. There...read more
Solved
PFarrell2 on September 12, 2023
Logged emails for a contact not showing up under a deal
Hi - there is one similar post to this but the accepted solution (to change the lifecycle stage of the contact to 'Customer' did not work for me) I have a Deal board which shows all deals as cards in their respective columns. There is a feature read more
Reply Discussion Free
0 upvote
2 Replies
PFarrell2
Member
September 13, 2023
Hi Frank, Thanks for the response. That's very kind of you. The actual settings and process for logging these emails seems to be working ok. There...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.