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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
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!
3 コメント
殿堂入り | Solutions Partner
6月 13日, 2024 11:04
@Schiste if you could wave a wand, what should you be able to do at that point?
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!
3 コメント
トップ投稿者
6月 11日, 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...続きを読む
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
Accepted Solution
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!
1 コメント
コミュニティーマネージャー
5月 30日, 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 ...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
Accepted Solution
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
Accepted Solution
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
解決済み
LMohr5 5月 24日, 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 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
5月 24日, 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...続きを読む
解決済み
CDiVincenzo 5月 22日, 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 続きを読む
0 いいね!
4 コメント
Accepted Solution
メンバー | Diamond Partner
5月 23日, 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 ...続きを読む
Askarov 5月 19日, 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 続きを読む
0 いいね!
6 コメント
参加者
5月 21日, 2024 11:39
@james-portant , I appreciate your help! 🙏
解決済み
ADSilva1 5月 16日, 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 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
5月 16日, 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...続きを読む
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