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EmilyRivera
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Member since ‎Aug 29, 2024
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EmilyRivera
Participant
November 06, 2024
Reply to Lifecycle Stage - Date entered... / Became a {value}... issue and questions
Hi Karsten - thank you very much for the detailed reply and great information. You said what my gut said (just live with it and it will become less ...read more
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EmilyRivera on November 05, 2024
Lifecycle Stage - Date entered... / Became a {value}... issue and questions
Hi all - we have about 9,000 contacts that our consultant imported during HubSpot setup. Roughly 1,300 of those were active, engaged subscribers to our old system. The remaining ~ 7,700 were in various states, but we thought we'd be conservative s read more
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EmilyRivera
Participant
October 24, 2024
Reply to Deal Stages, in the context of Lead Status and Lifecycle Stages
Thanks very much! I created something very similar when I took over Salesforce at the previous place, and absolutely intend to do that here, once th...read more
EmilyRivera
Participant
October 24, 2024
Reply to Deal Stages, in the context of Lead Status and Lifecycle Stages
Hi Frank - no doubt about overthinking, I'm very good at that. What you said makes sense about "Appointment scheduled" not necessarily being the fir...read more
EmilyRivera
Participant
October 24, 2024
Reply to Deal Stages, in the context of Lead Status and Lifecycle Stages
Thank you VERY much for taking the time to read my long post, and to provide such great detail. I'm thinking this through right now, but it is prett...read more
Solved
EmilyRivera on October 23, 2024
Deal Stages, in the context of Lead Status and Lifecycle Stages
Hi all - reformed, previous Salesforce Enterprise admin for our SaaS company here... 🙂 I was tempted to change everything to match how we did things on SFDC, but I stopped myself to try to learn first, and once I did, I understand the beauty o read more
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