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Thomas_Carlsen
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Member since ‎Jun 22, 2018
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Thomas Carlsen

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Thomas_Carlsen on October 02, 2023
Close Date replaced for Churns
As of now, whenever I close a client, the close date attribute gets updated. So far so good. However, when one of this clients churns, the same date attribute gets updated and I no longer have access to the date the deal entered the "Won" stage. The read more
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Solved
Thomas_Carlsen on January 11, 2023
Rotate late tasks
I would like to have task (contact and deal as well if possible) assigned to a different sales person within the team when the task is already x days late in its completion. Sometimes, certain salespeople are too busy or too lazy and tasks are not d read more
Reply Discussion Professional
1 upvote
1 Reply
Thomas_Carlsen on November 22, 2022
WhatsApp integration
Good morning! Our WhatsApp number is managed by Chatbot provider TakeBlip. However, we recently received an e-mail saying that HubSpot now provides a way to send whatsapp messages right from its system. I was wondering if we would be able to be c read more
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1 Reply
Solved
Thomas_Carlsen on September 05, 2022
Send E-mail/Whatsapp to lead X. min prior to a meeting
More than 50% of our demos end up in no-show. So I am trying to reate a workflow that enables me to send an e-mail/whatsapp x min. prior to a meeting. How would you solve that?
Reply Discussion Meetings
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Thomas_Carlsen
Participant
September 22, 2022
Kind of. It might work. Essentially I want to send a WhatsApp message to the contact 15 minutos prior to a meeting, if possible with the link to the m...read more
Solved
Thomas_Carlsen on September 05, 2022
Send E-mail/Whatsapp to lead X. min prior to a meeting
More than 50% of our demos end up in no-show. So I am trying to reate a workflow that enables me to send an e-mail/whatsapp x min. prior to a meeting. How would you solve that?
Reply Discussion Meetings
0 upvote
4 Replies
Thomas_Carlsen
Participant
September 22, 2022
Kind of. It might work. Essentially I want to send a WhatsApp message to the contact 15 minutos prior to a meeting, if possible with the link to the m...read more
Solved
Thomas_Carlsen on September 02, 2022
Having my number verified so people know my company is calling
The vast majority of the calls made by my sales team end up not being picked up. I read online that there might be a way to have my number verified so it would display as the name of the company on people's cellphone. Is there a way to do that with read more
Reply Discussion Professional
0 upvote
1 Reply
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