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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
19 upvotes
133 Replies
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
CDiVincenzo on June 06, 2024
Dear Hubspot Community, I have been using the new feature recently released from Hubspot, the deal score, and I find it so useful! I was wondering if anyone has thought about a baseline for the deal score, divided by deal stage. What is the th read more
0 upvote
3 Replies
Top Contributor
June 11, 2024 15:10
Hi @CDiVincenzo , I am in the same boat as @danmoyle , but would echo his sentiment of reverse-engineering a baseline from your existing data...read more
RMosley on June 06, 2024
I've been using QuickBooks for my small business, but lately, it keeps crashing randomly. It's disrupting my work and causing delays in managing my finances. What could be causing this, and how can I fix it?
0 upvote
1 Reply
Community Manager
June 12, 2024 07:45
Hi @RMosley , Thank you for reaching out to the Community! Which integration are you using? Is it this one " QuickBooks Online "? After which ac...read more
JBo24 on June 04, 2024
Hello, I'm looking for help creating a custom report in Hubspot - I'd like to be able to search keywords from email sent and received with the overall goal of having reports by subject matter and/or brand. Is this possible? Thanks!
0 upvote
1 Reply
Hall of Famer | Partner
June 05, 2024 00:06
Hi @JBo24 , Not out of the box, no, and not in the exploratory way that you're probably looking for. In the single object activity report buil...read more
SemRC on May 31, 2024
Hi all! I have a use case where I want to automate as much as possible in onboarding our new customers (the onboarding phase is tracked via onboarding tickets). This means at every stage tasks are created, and if all tasks are marked complete th read more
0 upvote
2 Replies
Participant
June 03, 2024 04:41
Dear Pam, Thanks for your quick response! Does this mean it's only possible via an external app / API? I thought the custum coding would also...read more
CWatson12 on May 29, 2024
I am trying to build out a formula property that will calculate the time it takes from getting assigned a lead to sales outreach. I've run into two issues here: 1. the activities object consideres notes and tasks an activity and we do not cons read more
0 upvote
1 Reply
Community Manager
May 30, 2024 07:31
Hi @CWatson12 , Thanks for reaching out to the Community! I found this blog that might be of interest to you for this topic: Measure ...read more
Solved
CDiVincenzo on May 29, 2024
Dear HubSpot Community, I am struggling with dormant deals, not sure what is the best way to treat them. Close the deal and re-open it or just keep it open for long time? Do you know if HubSpot offers a way to store the dormant deals? Like Sale read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 29, 2024 07:59
Hi @CDiVincenzo , I'd recommend defining a period of time of acceptable inactivity (e.g. 30 days), then setting the deal to closed lost. The d...read more
Solved
cianxwright on May 25, 2024
Hey everyone, I'm running CRM by myself for the first time without rev ops support as a partnerships leader so apologies if this is a very basic question. I'm looking to automatically update a field on a custom object and it's stage in a funnel as read more
0 upvote
1 Reply
Accepted Solution
Top Contributor | Partner
May 27, 2024 04:40
Hi @cianxwright , Firstly, are Deals and the Custom Object associated to each other? If they are I would do this by using a calculated proper...read more
LMohr5 on May 24, 2024
Hello everyone, what is the correct r ecurring revenue inactive date (is it the last day of the contract, or the first day, the contract expired). Lets take a one year contract as an example. Contract Start Date: 01.05.2024 Recurring Revenu read more
0 upvote
1 Reply
Hall of Famer | Partner
May 24, 2024 03:40
Hi @LMohr5 , If it's a one year contract, then the subscription is still active on the 30th of April - meaning that it becomes inactive on the...read more
Solved
CDiVincenzo on May 22, 2024
Dear Hubspot Community, I would like to know if someone has used the new tool Forecasting AI. Theoretically it sounds quite useful, but in my case checking vs the won amount only last month looks more reliable than our submission. In the previou read more
0 upvote
4 Replies
Accepted Solution
Member | Diamond Partner
May 23, 2024 12:29
Hey @CDiVincenzo , I've been tinkering with Forecasting AI, and I totally get where you're coming from. It's a nifty tool, but it can be hit ...read more
Askarov on May 19, 2024
Hello Community, I'm looking to improve the CS team SLA. I like to create a notifiction and open a task to the CS team based on an email that is received from a records in the CRM. I'm using the sales professional account. What is the bast tri read more
0 upvote
6 Replies
Participant
May 21, 2024 11:39
@james-portant , I appreciate your help! 🙏
Solved
ADSilva1 on May 16, 2024
What filters would you use to identify unnecessary workflows? Currently I'm using Off + Updated on > 180 days, and Unused + Updated on > 180 Days. If you have any better or more efficient ways I'd love to hear it 🙂
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 16, 2024 09:25
Hi @ADSilva1 , Those are good starting points, here's what I usually check: On or Off is equal to False (probably mostly drafts) Name co...read more
LSadowski on May 13, 2024
Hi, (hope this is the correct place to post this question/topic) I've encountered an issue with contact funnel reports: When the lifecycle stage of a contact has been mistakenly advanced, for example from Opportunity to Customer, they will a read more
0 upvote
2 Replies
Contributor
May 14, 2024 04:18
Hi Karsten, thanks for your quick reply. The issue you describe in your answer is a slightly different one than the one I'm referring to here, albei...read more
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