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maggiebutler on September 14, 2020
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
16 upvotes
105 Replies
Thought Leader | Partner
March 07, 2023 16:36
Hi 👋🏻 @shyannehkr welcome to OpsLife! 🙂
leenalzubi on March 16, 2023
Hi there We are mapping out our onboading process via tickets and I am trying to find a way to link the Zoom Meeting (not Webinar) recordings to the Ticket. The way we are consirdering generating the meetings is via the Meeting tab on the ticket. A read more
0 upvote
1 Reply
Community Manager
March 17, 2023 08:18
Hi @leenalzubi , Thank you for reaching out to the Community! I wanted to tag in a couple of subject matter experts to see if they have any...read more
leenalzubi on March 09, 2023
Hi there! I am unbale to find the users I need on the Custom Goal creation page. It gives me a set of users I can apply the goasl to, none of whom are who I need to set the targets for. I've checked, and they users missing are all listed as users read more
0 upvote
2 Replies
Member
March 10, 2023 11:02
It's possible that the missing users may not have the necessary permissions or roles assigned to them to be included in the list of users for setting...read more
koliveira123 on March 08, 2023
Hi everyone, Building out a RevOps Dashboard and i was wondering if there are any reports you find useful or would be willing to share with me for tracking accountability throughout the customer journey.
1 upvote
2 Replies
Member
March 10, 2023 11:00
These reports will depend on your company's specific goals and metrics, but here are some examples: Sales pipeline report - This report shows the ...read more
leenalzubi on March 08, 2023
Hi there! I am unable to find a filter for task due dates. Is this an error on my end or does hubspot not have this functionality? If not, have you found an alternate way? Thanks!
1 upvote
3 Replies
Key Advisor | Platinum Partner
March 09, 2023 07:27
Happy to help 😄
leenalzubi on March 06, 2023
Hi there! I am trying to automate the following: Our CSMs create a renewal deal --> deal created --> renewal type is upsell --> upsell deal created --> CSM closes upsell, eg. 1 (new) line item in it --> CSM has to go back to rene read more
1 upvote
2 Replies
Participant
March 10, 2023 08:31
This is possible via Zapier, by associating the deals, fetching line items from the first deal and adding them to the second deal. HubSpot's quoting...read more
GabrielSaleh on February 26, 2023
Hi! I'm facing a problem with the handoff between the marketing and sales teams. Sometimes it's difficult for our pre-sales team to understand what kind of action generates the deal they received. To solve that, I need to create a Deal Observati read more
0 upvote
1 Reply
Community Manager
February 27, 2023 12:36
Hi @GabrielSaleh , Thank you for reaching out to the Community! It sounds like you are looking to see if it's possible to add notes auto...read more
Solved
CHouston6 on February 19, 2023
Hi guys, I'd love to know how people are dealing with the lifcycle stage of contacts that are associated to a deal that's close lost. Should I create a new lifcycle stage for these contacts? Or, should I create a workflow that changes them read more
Accepted Solution
Hall of Famer | Partner
February 19, 2023 21:48
Hi @CHouston6 , This depends a bit on how what you're expecting from the contacts associated to those deals in the future. If you don't expect...read more
Solved
JKaufman on February 17, 2023
Hi! I have a couple of questions that I'm hoping you can help me with. 1. Activity One of the important dates for us is the date of the "first meeting". To capture this, we have a "first meeting" meeting type. Is it possible to create l read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 19, 2023 21:51
Hi @JKaufman , @JKaufman wrote: One of the important dates for us is the date of the "first meeting". To capture this, we have a "first m...read more
Justin_Graci on February 15, 2023
For anyone interested, HubSpot solutions partner Six & Flow recently hosted a webinar with Fivetran & HubSpot. Here is the link to the youtube recording if anyone would find it interesting/helpful.
2 upvotes
1 Reply
Contributor | Diamond Partner
February 16, 2023 13:15
Thank you so much for sharing!
Solved
aeemrr on February 10, 2023
Hi, I’m being asked to implement an SLA based on ticket/project work done by the Rev Ops team. This would include almost anything we do whether it be report creation, CRM updates, new technology implementation, process review, etc. I was curio read more
2 upvotes
5 Replies
Accepted Solution
Contributor
February 13, 2023 04:45
Hello @aeemrr . I hope you are well. I have set this up for my team in the past. Primarily, because the ELT (executive leadership team) and others...read more
Solved
MarcosBarcelos on February 05, 2023
DISCUSSION How to know when to re-evaluate your icp? MOTIVATION During the content marketing course, Hubspot . From this he teaches how to create content based on the golden globe, developing intere read more
4 upvotes
3 Replies
Accepted Solution
Key Advisor | Platinum Partner
February 07, 2023 13:44
Thanks for the tag and great question, @MarcosBarcelos ! Echoing @danmoyle , I agree that the ICP is something that evolves over time. I thin...read more
BEspindola on January 26, 2023
Hey Community, I work in a SaaS and i'm having trouble in Hubspot with these two points: 1) measuring Debooks and churns in Hubspot ( we don't have Entreprise subscription). 2) Visualizing, either by property or table, the MRR of our customers. read more
0 upvote
1 Reply
Participant
January 26, 2023 12:08
This might help. How to calculate MRR on Hubspot: How to Calculate MRR on Hubspot
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