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💬 RevOps Discussions

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maggiebutler on Setembro 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 Leia mais

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19 avaliações positivas

146 Respostas

Fae_Gilfillan

HubSpot Employee

Março 06, 2025 04:23

That challenge of enhancing the privacy settings without introducing any friction for the customer is definitely the tightrope my team treads! We un...Leia mais

PMenkar1 on Março 12, 2025

Deals and Contact Lifecycle stage

Hi Folks, I have a requirement from the marketing team, that if we can restrict deal creation until and unless the contact to be associated with deal is updated to "Opportunity" on lifecycle stage. In other words, we need to see the contacts to mov Leia mais

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0 avaliações positivas

3 Respostas

PMenkar1

Colaborador(a)

Março 13, 2025 08:29

Thanks you just read my mind it seems 😀 I was also checking out the new deal approval in pipeline settings. This method would take away direct dea...Leia mais

CarlosvBoekhold on Março 12, 2025

Removing company associations automatically after Job change enrichtment

Hi everyone, We recently started using Apollo and are looking into assigning people to the right companies, since we all know people can switch jobs. It sadly becomes a mess when you want to do this since the old association stays intact, so Leia mais

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0 avaliações positivas

4 Respostas

TomM2

Autoridade no assunto | Parceiro Platinum

Março 13, 2025 12:26

Hey @CarlosvBoekhold apologies, I understood from your initial question that you wanted to remove the association between a contact to a company, j...Leia mais

PatrickH429 on Março 11, 2025

How to change revenue recognition model for ad-based revenue stream

Hi all (not sure if this is the right channel but posting just in case!) I have a challenge/question around Hubspot’s standard revenue recognition model. I am working with a company that has a daily newsletter with the main revenue stream as ad plac Leia mais

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1 avaliações positivas

2 Respostas

danmoyle

Participante de valor | Parceiro Elite

Março 12, 2025 08:44

What an interesting use case and challenge, @PatrickH429 . You're stretching HubSpot for sure. I like the ideas you're using so far - custom ...Leia mais

Solucionado

Jaylin on Março 11, 2025

how to creat a chart in dashboard related to the rate of loging by country?

i want to track the usage of system by country, and generate a chart in dashboard so that i can show it to my team, how can i set this chart? it seems that i can only use the exsting chart in audit log, it coundn't be created by myself?

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0 avaliações positivas

6 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Março 11, 2025 05:37

@Jaylin as far as I know, there is no data source for login activity in the custom report builder, meaning that this is currently not possible outs...Leia mais

Solucionado

OAskarov on Março 09, 2025

Renewal Quarter

Hello Community, I was asked by one of my clients to create a report, the client would like to see a property in the report that indicates on the renewal quarter. For example: Renewal date is 14.3.2026, the renewal quarter will be Q1, and so on... Leia mais

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0 avaliações positivas

2 Respostas

Solução Aceita

OAskarov

Participante

Março 12, 2025 05:41

Hello @DianaGomez , thank you for the direction. I manged to solve it with some help from ChatGPT. I created a new dependent, calculated property ...Leia mais

Solucionado

AMatalia on Março 03, 2025

Trend line from 1 deal stage to another

We have a number of stages in our deal pipeline but I am mostly interested in identifying trends between 2: Discovery Completed (20%) Proposal Sent (30%) I have tried a # of report types but cannot figure out how to best visually reprsent a Leia mais

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0 avaliações positivas

4 Respostas

Solução Aceita

AMatalia

Membro

Março 13, 2025 13:28

Karsten, thanks for your responses to my questions! I've asked around just to see if others have solved for this in another way. Everyone has mention...Leia mais

Solucionado

PMenkar1 on Fevereiro 28, 2025

Tracking previous deal stage

Hey all, I am trying to track the previous deal stage in HubSpot. Recently HS released an update to track properties changes on object. So for my purpose I have started tracking properties changes for deal stages. It looks like this on custom even Leia mais

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0 avaliações positivas

9 Respostas

Solução Aceita

danmoyle

Participante de valor | Parceiro Elite

Março 04, 2025 09:11

@PMenkar1 I had the workflow a little off in my comment above (and I can't seem to edit it). Here's a more accurate representation of what should h...Leia mais

Solucionado

LFenton20 on Fevereiro 26, 2025

Company workflow based on a date property every year

We are building a workflow that needs to run every year on the same date [Day and Month]. We are asking our success team to reach out to clients that have subscribed a specific membership and we are using the close date on the company record. Ca Leia mais

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0 avaliações positivas

1 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Fevereiro 26, 2025 09:20

Hi @LFenton20 , That should work 🙂 One way to test this (which I'd recommend) is creating a company record that should enroll tomorro...Leia mais

Solucionado

JT29ASI on Fevereiro 23, 2025

Workflow to populate regions based on country

Hi, I created 2 properties in the Company Object: Region and Country, which i both set to dropdown, and I pre-filled the Country with the HubSpot Country list (over 200 countries). Currently my flow is: Trigger: Country is known. Branch on every Leia mais

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0 avaliações positivas

1 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Fevereiro 24, 2025 00:01

Hi @JT29ASI , What exactly do you store in the region field, is it values like EMEA, LATAM etc? If so, the time saver here is the type of br...Leia mais

Solucionado

MarshalGaddis on Fevereiro 20, 2025

Workflow with condition Company Owner is Unknown is triggering despite having owner

Hi community, I have a workflow that assigns a default owner ("Ella") to new Companies without an owner. I'm seeing that if an Account is created in Salesforce and has an owner, when it syncs to HubSpot, the workflow triggers despite there b Leia mais

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0 avaliações positivas

1 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Fevereiro 21, 2025 00:07

Hi @MarshalGaddis , The simplest explanation would be that the workflow is faster than the Salesforce sync. At the very time of creation, the ...Leia mais

Solucionado

EMSYee on Fevereiro 20, 2025

MQL to Rep Response Time

Hi all! Looking to pull a report where we can assess how long it takes for any sales activity to occur once a lead enters into Lifecycle Stage = MQL. Thought this would be a simpler solution! I do see the Lead Response Time boxed report, bu Leia mais

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0 avaliações positivas

2 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Fevereiro 21, 2025 00:11

Hi @EMSYee , I answered a similar question before here: https://community.hubspot.com/t5/128172-RevOps-Discussions/Reporting-on-sales-first-r...Leia mais

Solucionado

ktfritchen on Fevereiro 20, 2025

Company Lifecycle Stage Funnel Reporting

Hi All -- curious if/how others are doing this, as my Company lifecycle data seems to be all over the place. I'm working on setting up lifecycle stage reporting using the new(ish) Funnel reports. It would make more sense for my business to repor Leia mais

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0 avaliações positivas

2 Respostas

Solução Aceita

karstenkoehler

Membro do Hall da Fama | Parceiro

Fevereiro 21, 2025 00:32

Hi @ktfritchen , This is a complicated one, as HubSpot isn't explaining the potential mistakes in working with lifecycle stages when setting u...Leia mais

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