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Juraj
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Mitglied seit ‎Sep 12, 2018
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Juraj on März 02, 2023
Timeline filter in dashboard filters
Hello, I like a new beta version of dashboard filters. Finally, I can use any property to filter the dashboard. However, I miss the option to use simple timeline filter that would be applied to all reports. The best practice from other BI tool Beitrag ansehen
Antworten Idee Dashboards & Reports
4 Likes
2 Antworten
Gelöst
Juraj on September 27, 2022
How to manage lead qualification for multiple sales teams
Hey guys, I would like to hear your best practices on how you manage lead statuses and lifecycle stages when you do cross-sell, you offer multiple services. Let's say you have a contact who is sales-ready for one product but is not ready for ano Beitrag ansehen
Antworten Diskussion
0 Likes
2 Antworten
Juraj
Teilnehmer/-in
September 29, 2022
Hello @ADMiller18 , many thanks for your reply. Yes it happens that sometime that customer would buy 2 products at once. I think my problem was...Beitrag ansehen
Gelöst
Juraj on September 27, 2022
How to manage lead qualification for multiple sales teams
Hey guys, I would like to hear your best practices on how you manage lead statuses and lifecycle stages when you do cross-sell, you offer multiple services. Let's say you have a contact who is sales-ready for one product but is not ready for ano Beitrag ansehen
Antworten Diskussion
0 Likes
2 Antworten
Juraj
Teilnehmer/-in
September 29, 2022
Hello @ADMiller18 , many thanks for your reply. Yes it happens that sometime that customer would buy 2 products at once. I think my problem was...Beitrag ansehen
Juraj on Februar 02, 2022
Enhancement to use the Google sheets integration with custom objects
The integration with Google sheets enables you to use workflow and create or udpate rows for any custom object property in Google sheets. However, it doesn't allow you to include properties of any custom object associations such as Contacts or Compa Beitrag ansehen
Antworten Idee Workflows
3 Likes
0 Antwort
Juraj on März 19, 2021
Scrolling multiple recipient in Outlook.
I am missing a feature where I can scroll multiple recipients and see their profile information in Outlook. Add-in shows only one recipient who is the last in my recipient list. I always have to delete others to see the profile of the contact that i Beitrag ansehen
Antworten Idee best practices Sales
0 Likes
0 Antwort
doyleslayton on Juni 19, 2020
Buying Roles as a Deal Property rather than a Contact Property
We're excited about the new ABM fuctionality in HubSpot. In reviewing the current setup for Buying Roles, I've noticed this field is listed as a Contact Property. I'd like to suggest making it a cross-object property that you can assign to a Contact Beitrag ansehen
Antworten Idee Contacts & Companies Deals
49 Likes
16 Antworten
Juraj
Teilnehmer/-in
Februar 25, 2021
I totally agree. Having the same problem rn. The situation of buying roles changes from product to product. I would highly appreciate the buying role...Beitrag ansehen
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