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gio8888
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gio8888
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November 13, 2020
Reply to How does date range and frequency work together?
Thanks Aleeson!
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gio8888 on September 05, 2020
How does date range and frequency work together?
Hubspot newbie here. In most dashboard reports you would have a date range and a frequency. How do they work together? What would be the the difference for example between date range = monthly, freq = daily vs date range = monthly, freq = monthly.
Reply Discussion Sales Dashboard
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gio8888 on July 22, 2020
Notifications question
I am still evaluating Hubspot so I'm using the free version. I understand that I have 200 limit on notifications. What I don't understand is that I disable the email tracking feature (except for emails I truly need to track) thinking that this is wh read more
Reply Discussion G Suite
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gio8888
Participant
July 22, 2020
Reply to Question on best practice CRM
Thank you Guy! Really good points. I used to put confirmed-unqualified to another pipeline we named "For Nurturing". Here we follow a different w...read more
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gio8888 on July 21, 2020
Question on best practice CRM
This is not a technical issue question but more a question on best practice. I have used the default pipeline with where leads start in the unqualified list. I have a closed - lost list which are for deals when the client says "no". My question read more
Reply Discussion Deals
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