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KHennessy8
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Member since ‎Jan 16, 2024
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Kelly Hennessy

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KHennessy8 on July 10, 2024
Best Practices for Creating New Leads & Managing Qualified Leads
Hello! I have a few questions regarding the best practices for managing leads: Handling Leads Post-Deal Creation: When a company becomes a qualified lead and a deal is automatically created in the pipeline, and then the deal is won, should I read more
Reply Discussion Best Practices CRM Deals Sales
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KHennessy8 on July 05, 2024
Renewals Pipeline - Not all 365 days out
Hello! We currently have all our deals (new and existing customers) in one pipeline. I am working on creating a renewals pipeline for customers who have our managed services offering. For context, our business has some SaaS components, but not all read more
Reply Discussion Professional
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KHennessy8
Participant
July 05, 2024
Reply to Help Creating Report to Measure Accuracy of Hitting Proposal Due Dates
Thank you for the reply! When moving the deal to proposal prep, I have it set so the rep is required to complete the "proposal due date" field. I lik...read more
KHennessy8
Participant
July 05, 2024
Reply to Overview of All Recurring Emails of Dashboard (And Their Reports)
Upvoting this - I am surprised to see that HubSpot hasn't fixed the recurring report feature when this original thread started 2 years ago! Does "upv...read more
KHennessy8
Participant
June 27, 2024
Reply to Report, on time delivery quotes
Hello! I just posted a similar question to this and I have followed these instructions " You could select " Time between" to calculate values base...read more
KHennessy8 on June 27, 2024
Help Creating Report to Measure Accuracy of Hitting Proposal Due Dates
Hi HS Community - I'm looking for help with a reporting question. We have a deal stage called "Proposal Prep" and a custom date picker property called "Proposal Due Date," where our sales reps set a goal date for sending out a proposal. We've noti read more
Reply Discussion Best Practices Custom Objects Deals How-To Reports Sales
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