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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 Beitrag ansehen
18 Likes
133 Antworten
Mitglied
März 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...Beitrag ansehen
CWatson12 on Mai 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 Beitrag ansehen
0 Likes
1 Antwort
Community-Manager/-in
Mai 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 ...Beitrag ansehen
Gelöst
CDiVincenzo on Mai 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 Beitrag ansehen
0 Likes
2 Antworten
Accepted Solution
Berühmtheit | Partner
Mai 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...Beitrag ansehen
Gelöst
cianxwright on Mai 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 Beitrag ansehen
0 Likes
1 Antwort
Accepted Solution
Stratege/Strategin | Partner
Mai 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...Beitrag ansehen
LMohr5 on Mai 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 Beitrag ansehen
0 Likes
1 Antwort
Berühmtheit | Partner
Mai 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...Beitrag ansehen
Gelöst
CDiVincenzo on Mai 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 Beitrag ansehen
0 Likes
3 Antworten
Accepted Solution
Mitglied | Diamond Partner
Mai 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 ...Beitrag ansehen
Askarov on Mai 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 Beitrag ansehen
0 Likes
6 Antworten
Teilnehmer/-in
Mai 21, 2024 11:39
@james-portant , I appreciate your help! 🙏
Gelöst
ADSilva1 on Mai 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 Likes
1 Antwort
Accepted Solution
Berühmtheit | Partner
Mai 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...Beitrag ansehen
LSadowski on Mai 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 Beitrag ansehen
0 Likes
2 Antworten
Mitwirkender/Mitwirkende
Mai 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...Beitrag ansehen
AnnaJancy on Mai 09, 2024
I have a recurring issue: every time I am adding new field in current mapping SF <> HS integration, HubSpot is somehow disassociating Opportunities from their Accounts in Salesforce, while everything remains unchanged in HubSpot. I asked S Beitrag ansehen
Mitglied | Diamond Partner
Mai 10, 2024 18:57
@AnnaJancy Here’s a focused plan to tackle the issue of Opportunities losing their Account links in Salesforce after you update the SF-HS field map...Beitrag ansehen
Gelöst
DavidClark08 on Mai 08, 2024
Last to days I am in confussion about the Puch operation in Data Structure and Algorithm . I want to learn how to operate these operation and how to use it .Can any on share his knowledge aout DSA ?
0 Likes
2 Antworten
Accepted Solution
Community-Manager/-in
Mai 08, 2024 19:06
Hey @DavidClark08 thank you for posting in our Community! In DSA, a "push" operation typically refers to adding an element to a data struc...Beitrag ansehen
michaelhermon on Mai 07, 2024
Last week Qualifire was added to HubSpot's app marketplace. The app enriches, scores and routes inbound leads using 3rd party data enrichment and AI. Happy to offer a full-year discount to our first HubSpot users in exchange for feedback!
Teilnehmer/-in
Mai 07, 2024 12:44
Looks good!
carmenb on Mai 06, 2024
What are other B2B SaaS companies doing to track early-stage leads (aka Lifecycle Stages = MQLs and SALs) in HubSpot? We used to have 1 big sales pipeline, and would create Deals as soon as Sales started working a contact/company. We would never Beitrag ansehen
0 Likes
5 Antworten
Teilnehmer/-in
Mai 21, 2024 00:42
Hi Carmen, we too have had trouble making the pipelines and dashboards useful. The "Insights" are wrong/noise because all the closed deals are inlcud...Beitrag ansehen
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