topic Re: [September 11-22, 2023] AMA - Ask Us Anything About Sales Hub in Ask Me Anything and Panel Discussions

[Closed] AMA - Ask Us Anything About Sales Hub

ARainford — Sun, 24 Sep 2023 06:29:37 GMT

Hi HubSpot Community,

I’m Alex! I’m a Senior Product Marketing Manager for Sales Hub here at HubSpot. At INBOUND, we announced some new and exciting features for Sales Hub, including personalized sales engagement tools, smarter sequences, new deal management capabilities, advanced analytics/reporting, and more.

We all know that in todays’ macroeconomic environment, selling is becoming more challenging and complex than ever before. Sellers are putting even more effort to meet quotas and close deals, but are now facing a productivity problem due to fragmented systems. More time is being spent on administrative tasks than actually selling. With these new Sales Hub features, we’re enabling your teams to consolidate all their sales data, tools, and teams together on one single platform, from prospecting to close.

We want your teams to work smarter, not harder. That’s why we’re thrilled to invite you to our upcoming AMA where we answer all your questions regarding our features in Sales Hub.

Our AMA will take place right here in the Community forum from September 11-22, 2023.

Not sure what to ask? Here are a few sample questions:

How does this feature assist in managing and tracking communications with leads?
Do your prospecting features offer types of customization and automation for sales outreach?
Can I set notifications and reminders for follow-ups on important lead interactions?
Will there be any AI-driven insights or recommendations for my prospecting strategies?
What are some of the new reporting features that you’d recommend?
What are some use cases of customers who’ve used these features?

Hope you’re all excited about this as much as we are! Feel free to drop your questions in this thread and a HubSpot Expert will be back with a response 🙂. Looking forward to hearing from you!

Re: [Coming Soon - September 11-22, 2023] Ask Us Anything About Sales Hub

JAraviso — Thu, 07 Sep 2023 08:09:31 GMT

Excited to know more

Re: [Coming Soon - September 11-22, 2023] Ask Us Anything About Sales Hub

JBergquist46 — Fri, 08 Sep 2023 09:32:14 GMT

Recently stared using Conditional Logics for the Create New Deal pane. Works fine and is almost as good as you would like it to be. 😉

Our core sales team are using the HubSpot Sales outlook add-in, where you also can create Deals directly from within Outlook. Working smarter, not harder 🙂 But, just noticed that the Conditional Logic does not work in the Outlook add-in. Any "depending" property, that will show up using the web-interface based on the Conditional Logic, will NOT show up at all in the Outlook add-in.

Is there a solution for this?
(Is this a bug or is it as it should be?)

We've been waiting for so long for the Conditional Logic feature, but if it doesn't work in the Outlook add-in, it kind of takes us back to square one. 😞

Re: [Coming Soon - September 11-22, 2023] Ask Us Anything About Sales Hub

PFaria85 — Fri, 08 Sep 2023 21:47:38 GMT

Today, the sales prospecting area is being fundamental to qualify its MQL records in opportunities for this, the sales management of the SDR team increasingly needs indicators and reports for decision making and improvement of the team's performance. The use of playbooks is growing mainly with new features and linking properties. But we have no way to generate reports of this use of the created manuals. When will this be possible?

Re: [Coming Soon - September 11-22, 2023] Ask Us Anything About Sales Hub

DMcDaniel — Mon, 11 Sep 2023 15:48:17 GMT

Hello @PFaria85! You're right, there's not an easy way to tell if playbooks are being used or how they're being used. This is a common piece of feedback, and we're actively working on adressing it. Expect to see some improvements in the next few months.

I'd love to hear more about your specific needs if you're open to chatting. Thanks for your feedback!

HubSpot new lead mangement feature

liamkelman — Mon, 11 Sep 2023 16:12:18 GMT

Hi there,

I have a concern about the new lead management feature under prospecting.

How would you make sure that previous unqualified leads that have returned are not missed?

At the moment if the leads unqualified, when they return and fill out a form again they will be still unqualified and won't come under as a 'lead' anymore?

Hope that makes sense

Re: [Coming Soon - September 11-22, 2023] Ask Us Anything About Sales Hub

AHodgkin — Mon, 11 Sep 2023 18:29:32 GMT

Not sure you can assist with this. We have a specific need, but not sure playbooks will work. We integrated our ERP orders with HubSpot, so sales reps can see order and ticket activity. We need a way of documenting and reporting order changes. We created property fields within ERP Order custom objects. There's one issue, we can't document multple order changes for the same order. We can create a playbook to log the information, but I believe it will overwrite previously entered information. Any suggestions?

Re: [September 11-22, 2023] AMA - Ask Us Anything About Sales Hub

sarahbecherer — Mon, 11 Sep 2023 20:19:59 GMT

I am a new user and asked my sales team to create meeting scheduler pages.

There are four of us total. I didn't realize that we only got two calendars.

Unfortunately I used one of them and the CEO used one of them, and our head of Sales can't create one without use upgrading which is not an option at the moment.

I want to delete my meeting pages and start over so I can make one round robin meeting scheduler instead. Settings > Meetings does not have the option.

I'm pretty tech-savvy and am REALLY stumped here. Banging away at this trying to get it set up ahead of a conference next week... can you help? Thanks!

Re: [September 11-22, 2023] AMA - Ask Us Anything About Sales Hub

MK_Nolan — Mon, 11 Sep 2023 21:06:19 GMT

Hi Sarah,

Are you trying to disconnect one of your calendars or delete a single meetings link?

If you're looking to disconnect your calendar, you can go to Settings > Meetings > hover over your email address that appears under account, and on the right-hand side of the screen you should see a red Disconnect button appear.

If you're looking to delete a meeting link, first try navigating to Sales > Meetings. Hover over the name of the meeting link you'd like to delete and click Actions > Delete.

If you don't see a delete button, one of two things is probably going on.

1. If you are not the owner of the meeting link, you'll need to have the "create scheduling pages for others" permission. A Super Admin can grant you these permissions if you don't have them.

2. If you are trying to delete a link that you own but aren't seeing Delete as an option, it may be that this meeting link is set as the Default Meeting Link in Settings > Meetings. Try changing the default to a link other than the one you want to delete.

Please let me know if that doesn't answer your question! 🙂

Re: [September 11-22, 2023] AMA - Ask Us Anything About Sales Hub

sarahbecherer — Mon, 11 Sep 2023 21:35:01 GMT

Hi there – thank you!

I'm trying to delete meeting links so I can start from scratch because it's a hot mess right now. I just want to delete everything and go back to square one now that I know the round robin link is an option.

I am a Super Admin so I should be able to do something here.

Can you please clarify this point – "you'll need to have the "create scheduling pages for others" permission. A Super Admin can grant you these permissions if you don't have them"?

Where do I find the Permissions page and grant myself this permission?

I can't "Actions > Delete" on any meeting scheduler links so I assume that I don't have the permission by default, even as a Super Admin. Thanks in advance!

Re: [September 11-22, 2023] AMA - Ask Us Anything About Sales Hub

MK_Nolan — Mon, 11 Sep 2023 22:20:48 GMT

Hi Sarah,

As a Super Admin, you should have sufficient permissions, which likely means the links you have currently are all those default links I was talking about. Are you able to click Create scheduling page and create a new round robin link? If so, once you create one of those you can go to your meeting settings and switch the default link to the new round robin page. Once you've done this, you should be able to delete at least the existing link that is connected to your calendar. There needs to be at least one default link for each calendar that is connected, so the other users that have connected calendars may have to do the same in their settings. Let me know if that works!

Re: [September 11-22, 2023] AMA - Ask Us Anything About Sales Hub

sarahbecherer — Mon, 11 Sep 2023 22:37:11 GMT

No, I can't create a new meeting link. See attached image. I have Sales Hub Starter and have created two meeting scheduler links.

And yes, they're both set as Default links. I do not have the option to change it away from Default and therefore I can't delete. I can't create a new meeting scheduler link to make the Default because I've hit my max.

I'm really bashing my head against a wall here trying to figure it out 😞

And yes, I did submit a Support ticket last week but haven't heard back.

Re: [September 11-22, 2023] AMA - Ask Us Anything About Sales Hub

franksteiner79 — Tue, 12 Sep 2023 07:08:35 GMT

Hi @sarahbecherer

Judging by the screenshot you have not assigned yourself a paid Sales Hub Starter seat. Being a Super Admin does not include access to paid seat features. Once you have assigned yourself a paid seat, you will be able to create up to 1,000 meeting links.

As a super admin with an assigned paid seat you can create meeting links for other users as well.

Hope that helps.

Frank

Re: [September 11-22, 2023] AMA - Ask Us Anything About Sales Hub

YoelBA-GDS — Tue, 12 Sep 2023 08:37:17 GMT

*Sales Prospecting Dashboard*
Where can I find a detailed tutorial on how to use all the features of the new Sales Prospecting Dashboard? There are a number of "overviews" but nothing that describes the possible step-by-step usage. Without that my Sales team are literally ignoring what should be a powerful tool for them!

Re: [September 11-22, 2023] AMA - Ask Us Anything About Sales Hub

franksteiner79 — Tue, 12 Sep 2023 08:57:33 GMT

Hi @YoelBA-GDS

I found this recording is a good starting point. I only skimmed through it myself and need to spend a bit more time understanding the tool and the Leads Object, which seems to have some implications and might cause confusion...

Frank

Re: [September 11-22, 2023] AMA - Ask Us Anything About Sales Hub

Karan86 — Tue, 12 Sep 2023 09:46:06 GMT

If I have social media marketing certificate, how it is useful for me?

Re: [Coming Soon - September 11-22, 2023] Ask Us Anything About Sales Hub

ARainford — Tue, 12 Sep 2023 11:40:17 GMT

That's awesome! You can find more information on all things new in Sales Hub here. Let us know if you have any questions!

Re: [September 11-22, 2023] AMA - Ask Us Anything About Sales Hub

SDSouza29 — Tue, 12 Sep 2023 12:37:18 GMT

Hi Alex, I've been using Zapier to update HS Deal data from a Google sheet.
1. Will it be possible to do this directly in the future?
2. In what format should the dates be so that they are correctly saved in HubSpot?
3. How do I update a property that is a HubSpot user? Is it by the user's name, email ID or then user ID?

Cheers,
Sid

Re: [September 11-22, 2023] AMA - Ask Us Anything About Sales Hub

ARainford — Tue, 12 Sep 2023 13:22:17 GMT

Hey! I think its always useful to have, especially some of our HubSpot Academy Certifications! If you are looking to learn more about Sales Hub I would highly recommend our HubSpot Sales Software Certification.

Re: [September 11-22, 2023] AMA - Ask Us Anything About Sales Hub

MK_Nolan — Tue, 12 Sep 2023 15:11:07 GMT

Hi Sarah,

Thanks for your patience here, I totally get how frustrating that can be and I'm sorry your support ticket has not been addressed yet. I think the issue here is that you don't have one of the paid Sales Starter seats assigned to you. What I'd recommend is either reassigning one of those seats to yourself so that you can create multiple meetings links or having one of the users who already has a paid seat connect their calendar and create the round robin link.

You can manage who has a paid seat by going to Settings > Users & Teams > Seats.

Either way, the round robin link will be in addition to the default link for that calendar to start. Once the round robin link has been created, you can change the default link in your settings to the round robin link for that calendar and then delete the original 1:1 scheduling link for that calendar.

If you decide to reassign a seat to yourself for this purpose, sometimes it takes a few minutes to refresh and register the change, so I recommend logging out and then logging back in before creating the new link. Hope this is helpful! 🙂