phoenix
phoenixPhoenix - Your AI Assistant
Inactive session will be ended in 24 hours
End Session

Hubspot organisation

  • Posted:
  • Proposals: 22
  • Remote
  • #4466844
  • Expired
Anjola O.Rohit S.Moteeb A.Christopher A.Abdul Q. + 17 others have already sent a proposal.
  • 3

Description

Experience Level: Entry
I am seeking an experienced HubSpot specialist to assist with the implementation of effective customer filtering for my database of 9,000 clients. While I have made considerable progress, I am struggling to establish persistent filters to streamline my follow-up process. Your expertise is required to finalize this project efficiently. I anticipate the task will take approximately two hours and need it completed by tomorrow at the latest. If you possess the skills to enhance my HubSpot organization and can deliver prompt results, please submit your proposal.

New Proposal

Login to your account and send a proposal now to get this project.

Log in

Clarification Board Ask a Question

  • Adelegan O.

    What’s the main follow-up action you’re filtering for?

  • Wade B.

    Hi Steve,

    Thanks for sharing the project.

    After reviewing the scope, this isn’t quite aligned with my current focus. My work is centred on security solution advisory and sales strategy rather than hands-on HubSpot configuration or database setup.

    If you ever need support at a higher level — such as reviewing sales processes, lead qualification logic, or how customer data should be structured to support better decision-making — I’d be happy to assist in that capacity.

    Apologies that I can’t help directly with this request, and I wish you the best with the project.
    Kind regards,
    Wade

  • Eight Veer Ltd

    Hi Steve, which exact outcome do you want: Saved contact view filters, Active Lists, or automation/workflows tied to follow-up?