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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
14 upvotes
76 Replies
Key Advisor | Partner
June 02, 2022 06:48
@danmoyle That is so neat! I'm not sure where I am in my journey, but if I end up with even an ounce of the knowledge & experience you have, ...read more
benesch_e on July 17, 2020
I don't know if this is a recent change in HubSpot but all users with sales hub professional or enterprise seats can create and view products in the product library from any deal. Does anyone have a clever way to restrict peoples access from mod read more
HubSpot Employee
July 30, 2020 08:13
Hi @benesch_e , Thank you for your post. I hear you on having more control over product library permissions. I’d encourage you to comment o...read more
lalexander on April 16, 2020
Many companies have been forced by the global situation to replace in-person events or meetings with online ones and to develop new means of filling lead pipelines. If you’re looking to supplement your existing lead gen methods, submit a question b read more
0 upvote
3 Replies
HubSpot Employee
April 20, 2020 11:20
@Phill_CF @M_F_Griffin @jonathan_unger @skalka @baylistefl Also wanted to make sure you all saw this opportunity to ask our Head of Busine...read more
troy22 on April 08, 2020
Heyo! I was encouraged to share my tips for marketing-sales alignment, so here they are! This recently came to light with the alignment of lead statuses that would be shared across three sales teams with three [very differnent] sales processes. read more
3 upvotes
0 Reply
lalexander on February 19, 2020
Today, we've got a quick tip from HubSpot Customer Success Manager @maggiebomze on lead scoring for global/multi-brand companies. Click HERE to watch the video . How have you adapted lead scoring to your busines read more
0 upvote
0 Reply
RalphDuin on February 11, 2020
Hi, we've tried all of the hubspot reports but they do not satisfy use enough in goal setting. For example, I would like to set these goals; Generate 10 Qualified Opportunities (a deal stage) in January for team 1. Only count if they are Dir read more
HubSpot Employee
February 13, 2020 06:27
Also adding in this article which talks about how to use goals in your HubSpot reports: https://blog.hubspot.com/customers/a-short-guide-to-using-go...read more
Solved
GinaSabelli on February 10, 2020
Hi All! We are working on getting playbooks set up for our sales process, and a problem we are facing is that there is currently no way to export the information out of HubSpot. We would ideally like to get this infomation out of HubSpot to give read more
Accepted Solution
HubSpot Employee
February 13, 2020 09:54
Ah okay! In that case, you can save your playbook questions into HubSpot properties and then trigger an email that contains these property values as ...read more
davecriswell on February 07, 2020
I'd love to connect with anyone who is using an e-commerce platform without a direct integration to Hubspot and creating deals via an API to learn if/how you're capturing source and attribution data. Our challenge is a visitor hits our website read more
Contributor
February 08, 2020 05:17
Thanks for the suggestion, @morganmcgee We're investigating that as an option though not optimistic due to restrictions from our vendor.
lalexander on January 23, 2020
Many of you have mentioned that you're skilled in workflows and the CRM, and many of your job titles include phrases like "demand gen" and "automation manager." What is one process, workflow, property, or other thing that you've set up to create a s read more
HubSpot Employee
June 26, 2020 12:08
@LizO love that! Please be sure to submit your Ideas to the Ideas Forum: https://community.hubspot.com/t5/custom/page/page-id/ideaslandingpage . T...read more
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