OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n read more
Has anyone figured out how to manually set the start and end date on a line item level for deals? We have mid year expansions and upsells that co-term with the existing subscription. So the mid year deal will almost never be whole months as is cur read more
Hi! I'm trying to set up a new rule for one of our PAID campaigns. Generally, the leads coming from PAID campaigns (synced to our system) go to one of our SDR's. How do I sync another SDR as we have a new campaign in LATAM and we want those leads t read more
Hey all, I am wondering if it is possible to save deal properties in the left sidebar of a company record? If possible, how does it work? Use case/ Context: - we can have multiple deals with one company and each deal has a different set of data read more
Hi wondferful community, I'm trying to update a deal field, but am having issues. The cvs file I have only has 2 records (as I'm testing before doing the real import!) The data is a direct export from hubspot. I've not tinkered with any colu read more
Hello, We are enrolled to receive Infotelligent Leads (more specifically, Infotelligent Intent). Does anyone use this system? If so, which criteria do you choose? For example we have been choosing 80% or greater for companies searching for E read more
Hello, I would like to set up a process to track my customers' invoices using the Stripe integration in Hubspot. The process is as follows: 1) a new customer subscribes to my offer and a form is directly sent to him by email 2) the status "paymen read more
Hello Community, Hope everyone is doing well Is it possible to change the contact's owner property value and re-assign it to someone else. If YES, how can we implement this? using the workflow or any other options? Could you please lemme know. Tha read more
Good to see this RevOps course FINALLY be released in full. Having registered for a notification as to when the course went live seems to have been fruitless. Logged in this afternoon to check on the off chance, only to find that it's now available read more
Background: Every time someone downloads a BOFU form (Request a demo, pricing etc) on our website we MQL them (lifecycle stage = MQL) and assign them to our sales team. Concern: 'Became a MQL date' is a dynamic field and updates every time l read more
Hi all! On Tuesday, April 26, 2022, at 10:00 AM (EDT) , I'll be hosting a Revenue Operations Office Hour with our RevOps Solutions Marketing Manager, Jan Bogaert, to discuss the brand new Revenue Operations Certification that I read more
Hi All, My company has two revenue streams SaaS revenue based on number of users on the platform (MRR) Variable revenue that is dependent on how many offices a customer books any given month We currently have all of our transactions in stri read more
Hello Revenue Operators!
HubSpot Academy launched a free Revenue Operations certification !
If you're in operations, or if you aspire to be, this course can be the foundation you need to grow your career as a RevOps professional.