CRM & Sales Hub

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    • 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 more
    • 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 more
    • 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? more
    • 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 more
    • 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. more

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CharlotteJ on January 17, 2022
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
58 Replies
CharlotteJ on December 14, 2021
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
Freezdom on March 24, 2023
Is it possible to connect an IMAP email to the calendar instead of the only two options of Gmail and outlook?
crashimir on March 24, 2023
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
0 upvote
4 Replies
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
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
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: more
JGray30 on March 24, 2023
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
0 upvote
1 Reply
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!
SusanneLorenz on March 24, 2023
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
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 more
JoshJJ1 on March 24, 2023
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
0 upvote
1 Reply
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. more