@karstenkoehler Thanks, this solves my original issue, so makred as solution. If you have a moment, I'd be interested to get your opinion on w...Leer más
Thanks @karstenkoehler for the clarification! The ultimate issue here is our sales team and onboarding team share the same deal pipeline. Idea...Leer más
Hey, Why does this give a numeric result, and not the 'Deal stage name' as a string, when probability is not 1 (100%)? Context here is we'd like to summarise all onboarding stages as 'Closed Won' for sales reporting. (appreciate the braoder Leer más
Hey, Hopefully this post has a place here. Looking for recommendations for good lead generation tools in the B2B space. Bonus points for: - integration with HubSpot - helpful for finding leads in the risk and complience space Th Leer más
Have done for the original issue. But the linked solution does not seem to work for lead records. In the prospecting tool there is no way to vie...Leer más
Hey, Trying to find a way to delete a lead record associated to a contact record that I do not own. In this case the owners on the contact records (and lead records) do not have a Sales Professional Seat so I cannot delete the leads fr Leer más
Hey, Why does this give a numeric result, and not the 'Deal stage name' as a string, when probability is not 1 (100%)? Context here is we'd like to summarise all onboarding stages as 'Closed Won' for sales reporting. (appreciate the braoder Leer más
Hey, Hopefully this post has a place here. Looking for recommendations for good lead generation tools in the B2B space. Bonus points for: - integration with HubSpot - helpful for finding leads in the risk and complience space Th Leer más
Hey, Our company have a number of share inbox's (eg Sales@, enquiries@) where people can get in touch. Is it possible to set up an automation so that anyone who sends an email to these inboxs is added to HubSpot as a contact (or their exist Leer más
Hey, One of our users just spotted that some emails have not logged to the contact record as they usually would. Logging is still working in most cases but with some excpetions. We think the trend amongst the excptions is that the user has Leer más