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maggiebutler on September 14, 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 read more
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18 upvotes
133 Replies
abhishekmittal9
Member
March 26, 2024 04:35
Hey Everyone, I am Abhishek Mittal from India, Working as a Senior Associate Data Operations @G2Track (Acquired by BetterCloud). Glad to Know you...read more
Solved
FHugi on April 26, 2021
Keep Hubspot tasks open when notes are added
Hello, Situation: My sales reps add notes into open tasks to keep track of information. Yet, once they add a note, the task goes into completion and closes (see image). Question: How can we prevent this automatic task completion from happe read more
Reply Sales Ops
2 upvotes
1 Reply
Accepted Solution
karstenkoehler
Hall of Famer | Partner
April 26, 2021 04:16
Hi @FHugi , I have run into the same issue. Currently, there isn't a setting to change this behavior. The best option is create a follow-up ta...read more
jbogaert on April 01, 2021
Share your greatest cold mails with us
Hi everyone, RevOps is all about enabling your go-to-market teams to deliver a delightful customer experience. In last week's AMA @Drew_Cohen talked about an amazing personalized cold email he got from an SDR once. It immediately caugh read more
Reply Discussion Rev Ops Sales Ops
3 upvotes
2 Replies
Drew_Cohen
Top Contributor
April 02, 2021 13:44
This session was a blast. Thanks for sharing @jbogaert !
MMcKinley on March 03, 2021
How do you organize your clean up projects?
Hello there! I'm compiling a list to clean up and maintain our database and I have a list of items I'd like to tackle as larger projects, then do keep an eye on them and complete the tasks monthly (as well as set up workflows to make the tasks easie read more
Reply Discussion Sales Ops
4 upvotes
5 Replies
matheusjiran
Contributor | Diamond Partner
March 22, 2021 18:05
Hi there! The CRM database is a living thing, and we've implemented clean-up routines to help us with that. We did hire Dedupely for deduplicatin...read more
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