Hello, We use several fields to note a user's role on a deal. We have a Closer 1 and Closer 2 property as well as an Originator 1 and Originator 2 property. We also have a "credit %", so if a deal has an amount of $100,000 and Person A originate 続きを読む

Hi All, We've been using HubSpot to manage public facing marketing content for years, but just last year we started the process of onboarding the company to use it for its sales pipeline and CRM features. Initially, we discussed using activi 続きを読む

Hi All, My organization has started using HubSpot as our primary tool for tracking business development activity across the firm. We've got some great dashboards produced for tracking the numbers, but one of the areas our leadership also wants t 続きを読む