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ABie
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コミュニティー参加日： ‎2 21, 2019
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maximilianq 12月 30日, 2016
Renewable/Recurring Deals
Some deals are closed once, but are renewed every week, month or year without having to close them again. Therefore, it would be great to have renewable deals that are automatically shown in the dashboard as recurring revenue. This means 続きを読む
返信 アイデア Deals
464 いいね！
134 コメント
ABie
参加者
1月 20日, 2020
@ALEasterly : 1. required fields by pipeline stage. This can be found sameplace as where you define the pipline stages. 2. Create deal and copy f...続きを読む
maximilianq 12月 30日, 2016
Renewable/Recurring Deals
Some deals are closed once, but are renewed every week, month or year without having to close them again. Therefore, it would be great to have renewable deals that are automatically shown in the dashboard as recurring revenue. This means 続きを読む
返信 アイデア Deals
464 いいね！
134 コメント
ABie
参加者
1月 20日, 2020
@ALEasterly : 1. required fields by pipeline stage. This can be found sameplace as where you define the pipline stages. 2. Create deal and copy f...続きを読む
maximilianq 12月 30日, 2016
Renewable/Recurring Deals
Some deals are closed once, but are renewed every week, month or year without having to close them again. Therefore, it would be great to have renewable deals that are automatically shown in the dashboard as recurring revenue. This means 続きを読む
返信 アイデア Deals
464 いいね！
134 コメント
ABie
参加者
1月 20日, 2020
@ALEasterly : 1. required fields by pipeline stage. This can be found sameplace as where you define the pipline stages. 2. Create deal and copy f...続きを読む
解決済み
HubSpotMaster 8月 28日, 2019
Lead Score - Form Submission Decay
In our business, we have members that may be signed up for 6 months and end their subscription. Then rejoin a year later. When someone becomes an ex-member we put them back into the lifecylce stage of Lead however their previous form submission acti 続きを読む
返信 ディスカッション
1 いいね！
6 コメント
ABie
参加者
10月 22日, 2019
Hi Ben, If I understand you correctly: If you add a date field to a positive score the score will be reduced once the critetia stops being ...続きを読む
maximilianq 12月 30日, 2016
Renewable/Recurring Deals
Some deals are closed once, but are renewed every week, month or year without having to close them again. Therefore, it would be great to have renewable deals that are automatically shown in the dashboard as recurring revenue. This means 続きを読む
返信 アイデア Deals
464 いいね！
134 コメント
ABie
参加者
1月 20日, 2020
@ALEasterly : 1. required fields by pipeline stage. This can be found sameplace as where you define the pipline stages. 2. Create deal and copy f...続きを読む
nbatta_coquette 1月 11日, 2018
Deleting deals
Hi, This is with regards to HubSpot sales CRM. Imagine what would happen if sales people start deleting deals when they can't convert? After all, who wants to close deals as lost? Who wants to accept the loss, especially sales people? The g 続きを読む
返信 アイデア Deals
42 いいね！
20 コメント
ABie
参加者
5月 08日, 2019
This is critical
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