RichReed

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Richard Reed

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RichReed

Member | Partner

August 01, 2024

Reply to Grouping pipeline stages on a report

Hi there, You could use the deal property 'Is Deal Closed?' to achieve this. See the screenshot below of an example report.

RichReed

Member | Partner

July 31, 2024

Reply to Should we quarantine soft bounce contacts ?

Hi Jason, If you go to the email you sent and select receipiants, you can see the 'soft bounced' reason. If you go to the bottom of this kno...read more

RichReed

Member | Partner

July 30, 2024

Reply to Determining & Setting SQL Lifecycle from MQL

This part of the lifecycle mapping is the most flexible and will depend on your sales process and volume of enquiries. I agree with your approac...read more

RichReed

Member | Partner

July 30, 2024

Reply to HubSpot SmartLead Integration

Make sure on the integrations tab withing Smartlead you have the 'add activity to HubSpot' toggle switched on. I would also double check within ...read more

RichReed

Member | Partner

July 30, 2024

Reply to How do you manage Outbound channels in your organisation?

I would generally recommend keeping instantly.ai and HubSpot data seperate. The reason being is that you'll end up filling your CRM with lots of 'lea...read more

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