Roadmap

⁠

Disclaimer: this is the roadmap of changes in Hubspot, considering specific minor changes, everything that is related to major projects & changes are not described here. For those projects, consult other documents in this notebook (e.g

New Acquisition Funnel B2B⁠

)

Implemented:

25

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Business to review:

1

⁠

CRM to review:

0

⁠

Not started:

3

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Hubspot | Ahmed <> Justin 1:1 Roadmap UAE

Roadmap | RE Ops <> CRM

Roadmap | RE Ops <> CRM

Date

Title

Type of Changes

Priority

Implemented?

Comments Justin

Comments CRM

Review Comments

Completed at

Owner/Stakeholder

Passed to Extended Squad?

7/5/2022

Create new Source value in Hubspot, for “Internal Referrals”

Value type on property

Business to review

We need to track all the internal referrals that are coming from Mortgage to our funnel. We know that we’ve been feeding this info, but Mortgage team is doing it wrong.

To give context:

whenever a customer is generated through Mortgage page, and this customer doesn’t need Mortgage (paying in cash), but needs help to find a property, what happens:

Mortgage team creates the deal inside of Growth Funnel, duplicate it to RE using the attach rate WF, and then move Growth deal to Lost.

Then your WF will input this deal source to “Internal REA agent” (this is how we measure attach rate), making our conversions measures decrease and show wrong numbers.

What we suggest here is to let the Growth team create contacts (and then the DEAL can be created through WF) but with a correct Source, we suggest “Internal Referrals from Mortgage”.

Also we suggest that we can have a similar source as “Internal Referrals from RE”

Ahmed will test the idea to change the Pipeline of the deal, preventing from duplicating.

He just need to test if someone who has no access to REA Purchase Funnel, can change the pipeline.

⁠

I have added new property called “ Attached deal”

Gabi can use attach deal as “No” before we trigger the workflow so can excluded those deals from the attach rate

Ahmed, this new field created will help us to identify the deals that have attach rate profile. But still, we’re polluting the funnel with other deals that are being duplicated and will mess our conversion. Maybe we can find a different workaround or move to the new Sources. Ahmed’s comment: The deal can be moved to Lost ryt?

⁠

@Gabriela Picolo⁠

8/26/2022

Create new property “MOU/SPA signed date”

Create new property in the Deal object

Done

The context here is that

@Marcus Escolástico⁠

needs to storage a date where he can keep track of when a transaction was actually closed. Because close date will always have the date when the deal was closed, but sometimes he needs to report some transactions for the future.

Yes

8/8/2022

Add “SDR Owner” in Contact/Deal Properties visible in the record from Spain

Properties

Not Started

This info is not appearing right now in the left section of the records from Spain

8/4/2022

Create a workflow to copy Contact Owner to Deal Owner, every time that there are any changes in those fields

Workflow

Not Started

We don’t have any workflow to transfer ownership between Contact <> Deal Owner in Spain Funnels.

Yes

8/4/2022

Add a new value to the “Will the customer put an offer?” property

Property

Done

We need to add the value “To be decided”

⁠

@Flavio Rizzo⁠

Yes

7/15/2022

New workflow to “recycle leads” from On-hold stage

Workflow

Not started

Very simple workflow, to help us recycle the deals that are “forgotten” in the “On-hold opportunity” stage.

Details are

here to consult.⁠

⁠

@Marcus Escolástico⁠

Yes

8/8/2022

Create a new property in “Contact” object, called “Duplicate Phone Check”, to be populated by a Zapier whenever it found a duplicate contact through Phone Number.

New Property

Not started

I’m developing a Zapier to verify if there’s any other contact with the same phone number as the new contact created. After this verification, in case we have duplicates, we’re going to field this field with “Yes”, case not “No”.

8/8/2022

Create a new property in “Contact” object, called “Duplicated Contact IDs”, to be populated by a Zapier with all the contact IDs that has the same phonenumber.

New Property

Not started

I’m developing a Zapier to verify if there’s any other contact with the same phone number as the new contact created. If it’s positive, this property will be populated with the contact ID from the duplicated records.

8/23/2022

Add new values to “Partner CRM”

Add new values to properties

Done

The new values are these ones: - My CRM - Property Base And remember to add in “Deal” and “Company” objects

No results from filter

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Roadmap of Viewings

Viewings Changes

Viewings Changes

Field

Values

Type of Field

Suggestion

Implemented?

Comments

Review

Property to be viewed

Custom object “Property”

Search field

The best way was to use “Property” custom object to storage viewings info. Is this on the plans?

Ongoing

Talking to Danilo, that’s the plan, since RE listings are storaged in Airtable, we can integrate to Hubspot “Property” custom object to generate listings data into the visits. Right now, he’s waiting to Spain Sales Operations to confirm all data that will be transfered to Hubspot to go. Danilo told me this week (18/04/22) ppbly will be a definition.

⁠

@Justin Ferraz⁠

is pushing a meeting with Pyushi squad so we can get this decision to be made.

What we are waiting here?

No results from filter

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