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PiereLaTruffe
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Member since ‎Jun 2, 2024
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  • solutions
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  • Replies
    3
  • Upvotes Given
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  • Upvotes Received
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Pierre TROUFFLARD

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Activity

PiereLaTruffe
Participant
January 21, 2025
Reply to Save View for Lead like any other object
Upvoting. I add some Custom Fields for better Lead Management, but I have to configure one by one each of my Sales view whereas having a "Standard Vi...read more
PiereLaTruffe
Participant
January 21, 2025
Reply to LEAD view for managers
In addition to the insigthful answer from Karsten, you can also do "Actions" > "View All Leads"
PiereLaTruffe
Participant
January 21, 2025
Reply to Allow Association of Leads with Custom Objects
Also stuck with this. I need "LEAD" to be associated to a Custom Object called "EVENT" to better manage Event follow-up and really leverage the new ...read more
PiereLaTruffe on January 21, 2025
New Goal Feature - Adding Leads as an Object to set Goals
Hi Hubspot Team, I'm currently setting goals as a VP Sales for the Sales Team in FY2025 and some of our Goals are related to converting Leads into Deals ("Qualified"), so we can mesure the work done on both Prospecting (Pipeline) & Closing read more
Reply Idea Deals
2 upvotes
2 Replies
PiereLaTruffe
Participant
July 19, 2024
Reply to HubSpot/LinkedIn Sales Navigator Integration - New employee alerts
Hi JShipton, You can use a filter in Sales Navigator Research leveraging "Contact in your CRM" = "Yes" Or "No", and "Changed Jobs". And then "Save s...read more
PiereLaTruffe
Participant
July 15, 2024
Reply to Change and set up Duplicate records criterias in Manage Duplicates tool
Giving endorsment to this features -- Indeed we have an external unique ID for Companies (exemple: DUNS = Data Universal Numbering System from Dun &...read more
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