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HubDoPete
Top colaborador(a) | Parceiro Ouro
Membro desde ‎mai 25, 2017
  • Soluções
    34
  • Respostas
    89
  • Avaliações positivas dadas
    87
  • Avaliações positivas recebidas
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Pete Nicholls

Business Proposals Specialist. Creator of HubDo Marketplace: software services and training to "Do More On HubSpot" APMP Proposals Certified. HubSpot Certified Trainer.

Atividade

Solucionado
dahooft1999 on Março 28, 2023
Dear reader, When we started filling in the CRM, we used the standard percentages for different stages in the pipeline. Consequently, the weighted amount took the amount and percentage to give a number. On the 21st of march we changed the perce Leia mais
0 avaliações positivas
2 Respostas
Top colaborador(a) | Parceiro Ouro
Março 31, 2023
Hi! If existing deals have a deal probably "manually" set on the deal, that will prevent HubSpot from applying the latest % deal probability se...Leia mais
Dalton on Fevereiro 15, 2023
Is it possible to have the line items added to a quote product/subscription details in multiple languages? Ex: the same product but with a description in English/Spanish/French/Etc when generating the deal/quote? Thanks!
1 avaliações positivas
2 Respostas
Top colaborador(a) | Parceiro Ouro
Fevereiro 17, 2023
Hi @Dalton and thanks @MiaSrebrnjak for the tag This is a really interesting use case, and I am sure that in time, HubSpot will add this to...Leia mais
PHebert on Fevereiro 01, 2023
Does anyone have a good way of creating product level pipelines and forecasts. We use the different pipelines as product families and our products sit under the appropriate family (pipeline), but we want to not just see the pipeline for the family Leia mais
3 avaliações positivas
6 Respostas
Top colaborador(a) | Parceiro Ouro
Fevereiro 03, 2023
Great suggestion Jacob, This is an interesting use of pipelines - to have them split out into product family pipelines. @PHebert it wou...Leia mais
Solucionado
MHeyden on Janeiro 17, 2023
Is Asana the right tool? Is there a easy connection to: - transfer information from HubSpot (C3) to Asana - work on tasks in Asana - and transfer the information to a different HubSpot (C1)? Do I think right or is there any other bes Leia mais
0 avaliações positivas
7 Respostas
Top colaborador(a) | Parceiro Ouro
Janeiro 18, 2023
Hi MHeyden So if I read this right: "some" HubSpot tasks are to be replicated as Asana tasks and when complete, copy the completed task to a ...Leia mais
Solucionado
JMayhew6 on Janeiro 11, 2023
I can't be the first CRM manager to encounter this situation, and if anyone else has figured out a system for dealing with this, I would be most grateful for any wisdom you could share. I've managed HubSpot for several different SaaS companies, Leia mais
2 avaliações positivas
6 Respostas
Top colaborador(a) | Parceiro Ouro
Janeiro 12, 2023
Thanks for expanding on that @JMayhew I don't think that solving the task of bringing the data into HubSpot is that likely to get you to your go...Leia mais
Solucionado
JMayhew6 on Janeiro 11, 2023
I can't be the first CRM manager to encounter this situation, and if anyone else has figured out a system for dealing with this, I would be most grateful for any wisdom you could share. I've managed HubSpot for several different SaaS companies, Leia mais
2 avaliações positivas
6 Respostas
Top colaborador(a) | Parceiro Ouro
Janeiro 12, 2023
Thanks for expanding on that @JMayhew I don't think that solving the task of bringing the data into HubSpot is that likely to get you to your go...Leia mais
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