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Love this! how do we get from the *date* that the deal was entered into the pipeline to the number of days since it was?

Love it! Thanks for sharing the process! 🙂

Hi! Could you please advise, whether OrgChartHub works for your own company? I can easily add client-companies, but Hubspot doesn't allow me to add our team members to OrgChartHub

You mention that new Contacts, by default, are associated with the parent Company. Is that true for new Contacts that come in via HubSpot forms as well? I've found that HubSpot seems to be using some other algorithm that doesn't necessarily pair them with the parent Company, whether the domain is excluded or not. Appreciate any guidance you can offer here! :)

Amazing!

Thanks for sharing! We love automations like this!

Super helpful thank you - I just added it to mine

How would you add up sells or expansions to renewal deals?

Great overview! You do a great job clearly explaining how to manage the parent child relationships in HubSpot!

So helpful!! Thanks :)

Hey, there. After watch your video, i really want to calculate time between PAYMENT LINK and CLOSE deal. how i do ? i search all community of Hubspot but i dont utilize anything.

great vid - do you have a link that you could a share showing how to build a work flow to create tasks for when sales rep enter new contacts? thanks again

Well done! Great video with valuable info 👍

Good approach, thanks for sharing, right on the spot

I set up the integration but everything is grayed out when I go to the org chart section.

Very good stuff! How come we almost never hear about custom behavioral events? They came out last year without much fanfare it seems, and even with PLG motions becoming more popular, it seems you still hear more about using workflows to set properties in order to manage movement through a PLG pipeline than leveraging custom behavioral events. Thoughts?

any way to backtrack this and see date when the current stage was last updated?

Whats the column name for csv import to a contacts notes?

Having Obama means all the white execs get to virtue signal but dont have to give up their privileged status, typical shitlib behavior

Why is obama at all these tradeshows? i really dont get it

lol "Holy Cats!" This team is doing amazing things!! Go Austin and Daniel!!!!! #hubspot 🧡🧡🧡🧡

find this is accunt map for me plis🥺 daryan490

Is there a way to automate the referred by and integrate with perk Zilla or up viral?

Great tip 👍

Great video, QQ though, this is great for deals that are a set amount (1 yr deals) but what if you have variable contract lengths to you your deals?.

Why do you have the separate deal stage for Renewals, as opposed to putting the 2nd year deal straight into the 1-3 months stage?

For the workflows which move the deal through the pipeline - shouldn't the enrollment criteria be Close date is less than x days from now? If the filter is ago, that would then only apply to deals with close dates in the past, right?

Looks interesting. Can you, in effect, join Contact and Deal records together so that you can display map icons based upon properties drawn simultaneously from both? I.e display the locations of all Deals in stage "X" which have an associated Contact with a status of "Z"? Also - Do you require a complete address for mapping, or can you also map an address that is just a postal code?

How do you change a contact after this, once they are assigned as Marketing or Non-Marketing, specifically we have Marketing Contacts created as they come into the Ticketing function that we do not want to assign as a Marketing Contact.

Thanks for the video... Can't believe I've been 'marketing' to my entire company...

This is a great workaround for my business. Thanks so much!

Hi! thanks for the video, super helpful. do you have tips on how to create a report in order to track those?

Account Plan Section 1: Business Overview Company Vision, Mission, and Goals Company Target Market(s) Section 2: Key Business Initiatives Short-, Medium-, and Long-Term Priorities Key Projects Key Performance Indicators (KPIs) Section 3: Customer Relationship Landscape (Ideal) Client Profile Customer Interaction History Stakeholders Build Org Chart in OrgChartHub -----> (Look in the right hand side panel) Section 4: Customer Products and Revenue Whitespace Analysis If you are a OrgChartHub Customer then use the account mapping solution to illustrate this for you --------> Access through the Right hand side panel. Sales Performance Margin Performance Annual Revenue: Wins and Loses Section 5: Account Competitor Analysis Account Competitors Competitors’ Strengths Competitors’ Weaknesses Section 6: Buying Process and Selling Points The Buyer’s Journey Content & Channels Evaluation Criteria Key Decision Criteria Section 7: Relationship Goals and Strategy Current Relationship Status Core Business Partners Relationship Target Relationship Progression Strategy Section 8: Sales Opportunities, Targets, and Risks Products & Services [Time Period] Revenue Goals Cross-sell & Upsell Opportunities Risks, Barriers, Limitations, and Operational Restrictions Section 9: Action Plan Top Five Objectives Map Critical Resources Assign Tasks and Key Stakeholders

blog.hubspot.com/sales/account-planning-the-missed-opportunity

As much as the interface has changed a lot, this video was super valuable.

This is incredibly useful - massive thanks!

what version of hubspot did you use to have these features ? :)

Hi OrgChartHub, nice video thanks! Btw, I'm missing something: Do you move manually from stage 'renewal up to agreement 9-12month'? As I don't see any workflow to move from 1 stage to the other