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RobNewton
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Member since ‎May 7, 2025
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RobNewton
Member
June 06, 2025
Reply to Lead Reminders?
Thanks @santiagot1608 , super helpful! I created the task and assigned it to lead owner. If the associated lead progresses beyond "New" then I ...read more
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RobNewton on June 06, 2025
Lead Reminders?
Hey all, I'm looking to send reminders to the sales team when they haven't followed up on a lead within 2 days. I thought about using a workflow when the time spent in "New" is at least 2 days but I want business days which only seems available in read more
Reply Discussion Sales Sequences Tasks
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RobNewton
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May 19, 2025
Reply to Managing Multiple Bids/Deals
Hey @Shadab_Khan , I could've provided a bit more information up front to answer that. We currently use SAP and HubSpot. All of our deals are enter...read more
RobNewton on May 16, 2025
Managing Multiple Bids/Deals
Hey all, our sales team is often asked for quotes from multiple contractors who are all bidding against each other for the same end project. Ultimately, I need to be able to track each quote separately. It's tedious for the sales team to create read more
Reply Discussion Companies Custom Objects Deals Workflows
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