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RHendricks
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Member since ‎Jan 23, 2024
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Richard Hendricks

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RHendricks on May 11, 2024
Moving away from managing lifecycle stages through lists?
Hey community, What are your thoughts on managing lifecycle stages through lists? The idea is to prevent users from manually updating lifecycle stages into the "wrong" ones and to ensure each lifcycle stage is entered sequentially so that f read more
Reply Discussion best practices CRM Enterprise Lists Marketing Professional Reports Workflows
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RHendricks on April 19, 2024
What is your opinion on using a handover deal stage (stage 0) for a 2-stage sales process?
Hey community, We are in the process of re-evaluating how we measure our customer journey metrics and are mapping to a bowtie data model (by winning by design), using hubspot 🔁 I've spent the last week frying my brain on the merits of hav read more
Reply Discussion Analytics Tools CRM Deals Sales
1 upvote
1 Reply
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RHendricks on January 23, 2024
Contact & Company Stage Trackers displaying "phantom" Lifecycle Stage
Hey community, I've added the stage tracker cards to the deal, contact and company pages in hubspot. Loving having them there. Thank you! 👌 I'm having some issues when using the contact and company stage trackers to track our cus read more
Reply Discussion Companies Contacts CRM Integrations Sales
0 upvote
2 Replies
RHendricks
Member
January 24, 2024
Thanks for the reply Jennifer 🎉 I'm quite happy with the stage tracker on the deal object. It's when i'm trying to use the stage tracker t...read more
Solved
RHendricks on January 23, 2024
Contact & Company Stage Trackers displaying "phantom" Lifecycle Stage
Hey community, I've added the stage tracker cards to the deal, contact and company pages in hubspot. Loving having them there. Thank you! 👌 I'm having some issues when using the contact and company stage trackers to track our cus read more
Reply Discussion Companies Contacts CRM Integrations Sales
0 upvote
2 Replies
RHendricks
Member
January 24, 2024
Thanks for the reply Jennifer 🎉 I'm quite happy with the stage tracker on the deal object. It's when i'm trying to use the stage tracker t...read more
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