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Trekker
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Member since ‎Dec 15, 2023
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Trek Robinson

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Trekker on August 20, 2024
Hi, We have two pipelines for two separate products, and we want to separate deals that have never been a part of either of them. So I've tried using "Deal Stage Has Never Been Any Of" also just the general never has had a deal in X pipeline, bu read more
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Member
July 23, 2024
An example of someone who was enrolled in a workflow and quickly triggered the SQL workflow
Trekker on July 23, 2024
Hi, Recently, our company acquired another company and moved contacts from the acquired company's CRM to our Hubspot. There were duplicate records, but they were merged using the Hubspot merge tool with "keep older record" logic. Since the m read more
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Trekker on February 12, 2024
I'm very familiar with the marketing side of Hubspot, but I'm wondering what the best practices are for views/lists for an SDR to see leads that come through. Process is basically SQLs come through to the SDR but where should that SDR look for read more
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Trekker on January 10, 2024
Does Hubspot's "Became an SQL date" clear when you roll contacts back to MQL from SQL? Doing a bit of cleanup and I'm wondering if the SQL date field will still have a date if I roll contacts back to MQL status so they can SQL again.
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Trekker on December 15, 2023
Looking to use a global form on multiple webinar pages, then find registrants per webinar using "submitted global form on ____ page" to report it. But I can't find "Conversion Page" in list filtering, only on the contact record.
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