CRM & Sales Hub

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Deal Type Definitions?
- Curious how folks would use the Deal Type property in our circumstances. We have an advertising business. All purchases are for a single campaign; our customers typically purchase once yearly. With regards to the Dealy Type, my thought is that we should apply New Business to any deal associated with an organization that has never purchased from us before, and Existing Business for organizations that have. Is anyone with a similar busin ...read more
Field Sales Management Tool with HubSpot Intergation
- Dear HubSpot-Community, we are looking for a field sales management software tool that can be easily integrated into HubSpot. The tool should support our field sales manager with the geo mapping of contacts, optimized routing and territory management. Furthermore, we have high standards regarding data protection since we are operating in the health care industry (Germany). Would be great to get some reccomendations and feedback on exisiting ...read more
Can the same sequence run simultaneously?
- Can the same sequence be running multiple times? For example: Can I start "Sequence 1" today with "x" contacts and then tomorrow start "Sequence 1" with "y" contacts? The sequence takes 28 days to finish. Or would it be better to use a workflow? ...read more
Track MQLs and SQLs per SDR
- Hello! I would like to get some insights whether its possible to track how many MQLs and SQLs the SDRs in our company have. Tricky part here, is that our SDRs work the MQLs until they become SQLs, then the AE takes over the SQLs. With that in mind, when an SDR converts an MQL to an SQL, the SQL will be transferred to the AE, and will not belong to the SDR anymore. Is there a way to track how many MQLs and SQLs are SDRs are having/prod ...read more
list of 5 disqualification and 5 winback reasons
- Can anyone suggest a list of 5 disqualification and 5 winback reasons that Sales people should fill out (for data analytics) - they only fill out 1 reasons of course, if they move deals to these stages. ...read more

CharlotteJ on January 17, 2022

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more

Reply Discussion Announcement Sales

10 upvotes

58 Replies

CharlotteJ on December 14, 2021

Sales Hub Pro - Onboarding step 1 : Strong foundations

Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more

Reply Discussion Getting Started Sales

10 upvotes

6 Replies

Freezdom on March 24, 2023

Connect imap email to Calendar

Is it possible to connect an IMAP email to the calendar instead of the only two options of Gmail and outlook?

Reply Discussion Calendar Connected Email Meetings

0 upvote

0 Reply

Solved

crashimir on March 24, 2023

Closed Lost Reason (Dropdown + Note)

Hi there, Is there a plan to develop the ability to insert a note for Closed Lost Reason along with the option from the dropdown? For example, we have a bunch of competitors, and sometimes customers decide to go with them instead of us. I'd read more

Reply Discussion Professional

0 upvote

4 Replies

crashimir

Participant

March 24, 2023

Ah, ok, makes sense, that's what I thought I'd do as well. Appreciate your input 🙂

HSHoo1 on March 24, 2023

Tracking time from MQL to SQL

Hi, I'm looking to work out how to run a report that shows time spent at each lifecycle stage eg MQL, SQL, which I can see monthly. I believe it can be done through calculations, but this isn't something I'm familiar with, so a step-by-step response read more

Reply Discussion Professional

0 upvote

1 Reply

Phil_Vallender

Most Valuable Member | Elite Partner

March 24, 2023

Hi @HSHoo1 This is now quite straightforward to achieve since HubSpot launched the time beteeen calculated property type. Simply: ...read more

JGray30 on March 24, 2023

List

Hi, I am trying to create a list that pulls through those contacts that do not contain any data. For example a list that will pull through all Contacts that do not have a postcode? In other words that field is empty

Reply Discussion Enterprise

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

March 24, 2023

Hi @JGray30 , There is a filter option "is unknown", this would give you the desired results: Best regards!

Solved

SusanneLorenz on March 24, 2023

pre-fill with snippets

Hi, is it possible to pre-fill a meeting or call with a snippet, depending on which type of meeting/call is selected (without having to click on "insert snippet")? Or is there any other possibility than using snippets to pre-fill the text sectio read more

Reply Discussion best practices CRM Meetings

0 upvote

2 Replies

SusanneLorenz

Member

March 24, 2023

Hi @karstenkoehler thanks for your reply, what a pity. I had already discovered the shortcut option when creating the snippets, this helps a litt...read more

JoshJJ1 on March 24, 2023

Can’t log into account

I got an email to say my HubSpot profile will be deleted in 7 days . When I try to login it accepts my login details and sends me a 2FA code but then get an error message “Can’t find an account matching those details. Contact your account admi read more

Reply Discussion Free

0 upvote

1 Reply

kvlschaefer

Community Manager

March 24, 2023

Hi @JoshJJ1 , Thanks for reaching out to the Community! I'm sorry to hear that you're running into an issue with logging into your account. ...read more