💬 RevOps Discussions

💬 RevOps Discussions を検索する

maggiebutler 9月 14日, 2020

Welcome to the OpsLife community! Introduce yourself here 💬

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 続きを読む

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105 コメント

Jnix284

ソートリーダー | Solutions Partner

3月 07日, 2023 16:36

Hi 👋🏻 @shyannehkr welcome to OpsLife! 🙂

leenalzubi 3月 16日, 2023

Zoom Meeting Recording Uploaded to Ticket

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 続きを読む

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0 いいね！

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MiaSrebrnjak

コミュニティーマネージャー

3月 17日, 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...続きを読む

leenalzubi 3月 09日, 2023

Users in Goals

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 続きを読む

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AnaWilliam

メンバー

3月 10日, 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...続きを読む

koliveira123 3月 08日, 2023

Building out a RevOps dashboard

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.

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AnaWilliam

メンバー

3月 10日, 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 ...続きを読む

leenalzubi 3月 08日, 2023

Reporting on Tasks

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!

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1 いいね！

3 コメント

jolle

キーアドバイザー | Platinum Partner

3月 09日, 2023 07:27

Happy to help 😄

leenalzubi 3月 06日, 2023

Automating Updating Line Items

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 続きを読む

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aleeintellect

参加者

3月 10日, 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...続きを読む

GabrielSaleh 2月 26日, 2023

Automatically create deals observations

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 続きを読む

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kvlschaefer

コミュニティーマネージャー

2月 27日, 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...続きを読む

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CHouston6 2月 19日, 2023

What lifecycle stage should I use if the associated deal is 'close lost'?

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 続きを読む

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karstenkoehler

殿堂入り | Solutions Partner

2月 19日, 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...続きを読む

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JKaufman 2月 17日, 2023

Making it easier to log meetings and attach notes to those meetings

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 続きを読む

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karstenkoehler

殿堂入り | Solutions Partner

2月 19日, 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...続きを読む

Justin_Graci 2月 15日, 2023

Webinar Recording: Deliver Best in Class Experiences with Fivetran & HubSpot

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.

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shyannehkr

投稿者 | Diamond Partner

2月 16日, 2023 13:15

Thank you so much for sharing!

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aeemrr 2月 10日, 2023

SLA for Service-Related Work by Rev Ops

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 続きを読む

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5 コメント

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MariSuper

投稿者

2月 13日, 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...続きを読む

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MarcosBarcelos 2月 05日, 2023

ICP: WHEN TO RE-EVALUATE

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 続きを読む

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jolle

キーアドバイザー | Platinum Partner

2月 07日, 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...続きを読む

BEspindola 1月 26日, 2023

New Bookings / Renewals / Debooks / Churns

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. 続きを読む

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JVasquezCabez

参加者

1月 26日, 2023 12:08

This might help. How to calculate MRR on Hubspot: How to Calculate MRR on Hubspot