Ross D.

Hey Claylyn, I think there may be a trigger issue. Generally I would do an enrolled contact and an associated activity has the call outcome rather than using call ended as a trigger. That way you can do multiple branches based on outcomes and segment accordingly. Regarding the line items being added, they way I have things set up is to attribute amounts as they are created through a rollup of certain fields that then populates the amount. Once the deal is closed my team add line items so we can report off line items for revenue info. It would also be worth looking into enrollments and action logs and seeing what was enrolled and if it stopped at a certain step. Happy to jump on a call and help run through if you needed!

Completely agree, I had to recently reposition myself as I found that I was so focused on sales (The area where we needed operations fixed with the biggest priority) but this meant I was neglecting Marketing and CS. Now I try and segment so I am spending equal time with each

Yeah agree with Siddharth S., export all contacts with phone numbers. Apply a filter to these and update with a formula then re-import back in using the Record ID to de dupe

We have subscribed to it as part of a package as it was essentially cheaper to go for the suite, but the majority of our CS team work in Intercom and looking to implement Velaris for the rest

Hi Mike, Let me know if you want a quick call on this to see if I may be able to help.

Paris P. Completely agree the quoting process is better in SF than HS. However for the price of SF you can use Hubspot and a third party tool with some cash left over for beers.