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maggiebutler 9月 14日, 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 続きを読む
19 いいね!
134 コメント
最優秀メンバー | Elite Partner
6月 14日, 2024 06:50
Welcome to the community @Jess51 , happy you're here! I'm working on a project with a similar tech stack and looking at options for connecting...続きを読む
lana604 6月 21日, 2024
I have a workflow rule where I grab a date/time field with custom code and update that field to a date field (MM/DD/YYYY) as an output. Example: Date/time: 2024-06-21T00:29:23.243Z Date: 06/21/2024 I receive a "Success" message when testing th 続きを読む
メンバー
6月 21日, 2024 21:45
That and check for property validation rules
Britta_Agel_ 6月 19日, 2024
Hi all, the Analytics Suite for Marketing is currently in Beta - I have no idea if there is a way to switch back to the old report. Because what I am missing in the new report re the filters. In "Web traffic analysis" --> "UTM parameters" I c 続きを読む
0 いいね!
3 コメント
最優秀メンバー | Elite Partner
6月 21日, 2024 07:42
Hi @Britta_Agel_ I'm not sure why the beta isn't available for you to opt out of, I also couldn't find it so I could opt into it for our demo accou...続きを読む
解決済み
CDiVincenzo 6月 19日, 2024
Hello everyone! I am trying to build a workflow in HS which sends slack notifications when the close date is pushed more than three times, as it shows less probability of closing the deal as won. Unfortunately, the number of pushes of close date is 続きを読む
0 いいね!
2 コメント
ベストアンサー
トップ投稿者 | Solutions Partner
6月 19日, 2024 07:30
Hi @CDiVincenzo , I hadn't seen this report/metric before so good to know that it exists! Unfortunately, some metrics in these reports are no...続きを読む
MWhite61 6月 18日, 2024
When I check the average response time on Monday for a specific date range it will give me as an exampole an average response time of 2.0 hours. But if I check it a day later it shows and avergae reponse time of 6 hours for the exact same time fram 続きを読む
0 いいね!
1 コメント
最優秀メンバー | Elite Partner
6月 18日, 2024 13:46
@MWhite61 can you share the criteria and filters you're using for the report? is it a single object report or a custom report? The more details and...続きを読む
Schiste 6月 13日, 2024
Data Quality features to clean up data are getting better and better. They help a lot to maintain databases quite clean. But at the moment, they are small scale features. They work when a few hundreds records are impacted, but wor DB with 100s 続きを読む
0 いいね!
6 コメント
参加者
6月 21日, 2024 11:59
I would apply one of the proposed fix to all concerned records
CDiVincenzo 6月 06日, 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 続きを読む
0 いいね!
6 コメント
投稿者
6月 19日, 2024 05:30
Thank you so much @PamCotton
RMosley 6月 06日, 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 いいね!
1 コメント
コミュニティーマネージャー
6月 12日, 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...続きを読む
解決済み
JBo24 6月 04日, 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 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
6月 05日, 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...続きを読む
SemRC 5月 31日, 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 続きを読む
0 いいね!
2 コメント
参加者
6月 03日, 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...続きを読む
CWatson12 5月 29日, 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 続きを読む
0 いいね!
2 コメント
投稿者 | Solutions Partner
6月 18日, 2024 05:39
Hi @CWatson12 , Rather than using Last Activity Date, I'd recommend setting up a workflow that runs off of Last Contacted, which doesn't take notes...続きを読む
解決済み
CDiVincenzo 5月 29日, 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 続きを読む
0 いいね!
2 コメント
ベストアンサー
殿堂入り | Solutions Partner
5月 29日, 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...続きを読む
解決済み
cianxwright 5月 25日, 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 続きを読む
0 いいね!
1 コメント
ベストアンサー
トップ投稿者 | Solutions Partner
5月 27日, 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...続きを読む
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