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jdaly123
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Member since ‎Jan 14, 2019
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ScottH on June 12, 2017
Company Lifecycle Funnel report
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Reply Idea Lead Flows Marketing Reporting Sales Reporting
342 upvotes
164 Replies
jdaly123
Participant
August 05, 2021
We're B2B and this type of report is essential to show us how many/which companies are progressing through our funnel. Without it, we're reliant on c...read more
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jdaly123 on February 19, 2019
Disabling Automatic Ownership of Companies
Hi, I'm wondering whether there's a way of disabling company ownership being automatically assigned to new companies within the CRM? Our sales team operate on individual ownership of certain industries, so our ideal process for assigning own read more
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1 upvote
1 Reply
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jdaly123 on January 14, 2019
Using various HubSpot modules on the same page
We've recently started to utilise HubSpot's free modules (e.g., hero banners, form banners, slide-in CTAs, team member modules, etc.) on some of our website pages. Is it bad practice to replace our custom modules with numerous pre-made HubSpo read more
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