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CRM & Sales Hub

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Number of days between a lead stage
- Hi all! I have only just started to use Hubspot and there are already stages built for leads and deals but what I am trying to analyse is: the number of days between each stage to get an understanding of where there are delays or long cycles in the funnel. I hope someone can help! ...read more
Watch List
- Hello! we sell construction equipment and take trades. At times we get requests for equipment that we do not have but may get in on trade in the future. So I need a way to keep those listed and in front of us. Any suggested that could be used. We have the full hubspot package. I tried using "lists" but I couldn't see that would help unless I am doing it wrong TIA! Shannon ...read more
Expense and ROI Tracking
- Hey community, Does anyone know if there is a way in HubSpot (or a third party app that is great) to track client/customer expenses? Looking for things like sending gifts, registration fees for a fundraiser, etc. Also looking for tracking on ROI and financial investments into client/customer partnerships. Thank you! ...read more
Reporting on deal tags
- Hello. We have started tagging individual deals to help us categorise customer needs. I would like to be able to then create a report that shows the number of deals / revenue associated with these tags. I can't find a way to do this. Does anyone have any ideas? ...read more
How to create a report on new companies added/worked?
- Looking to create a report on new companies added and worked within a time period to be able to track that as a KPI, there's an automated one for contacts added/worked, but can't quite figure out how to make it for companies. Thanks! ...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

12 upvotes

74 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

11 upvotes

6 Replies

Nathbraga on May 29, 2023

Webinar Sales Hub: Sessão 3 - Maio de 2023

Olá Comunidade! Gostaria de compartilhar com vocês sobre nossa sessão 3 do Webinar de Sales Hub. Sessão 3: 25 de Maio de 2023: Ferramentas de automação de Vendas: Sequências e Fluxo de trabalho. Gravação :

Reply Discussion Professional

0 upvote

0 Reply

AshY on May 29, 2023

Automate notifications for sales when to call leads

Hi Team, Looking for a best practice on how to notify the team on calling leads. We have company SLA for 1st, the 2nd, and 3rd attempted contacts and want to automate these notifications for the team. What is the best way to get this done, read more

Reply Discussion Enterprise

0 upvote

0 Reply

MaDiaz95 on May 29, 2023

missing report

Hola a todos No encuentro el informe " Total de contactos por etapa del ciclo de vida". Lo tengo en unas cuentas, pero en otras no me sale. Alguien sabe cómo lo puedo encontrar?

Reply Discussion Free

0 upvote

0 Reply

KMohamed15 on May 29, 2023

Hubspot CRM Dynamics 365 Integration

Hi, Is the integration between Hubspot and CRM Dynamics considered a bulk import ? I'm asking because I have a business rule associated with a field. There's a limitation in D365 where business rules can't excute during bulk edits and imports: ht read more

Reply Discussion Enterprise Free

0 upvote

0 Reply

isacab on May 29, 2023

Zoominfo SalesOS integration - Industry mapping heads up

Hi y'all, just wanted to share a useful tip regarding property mapping when importing company data from Zoominfo. I was racking my brain trying to figure out the best way to streamline the Industry property in our CRM to make filtering companies read more

Reply Discussion Professional

1 upvote

1 Reply

Jnix284

Thought Leader

May 29, 2023

Thanks for sharing this @isacab , this is really helpful! I'm sorry your post wasn't fully published, I hate when that happens - it's pretty ...read more

PJas on May 29, 2023

Two companies on one ticket?

Hello, how could it happen that I got two companies on one ticket?

Reply Discussion CRM

1 upvote

2 Replies

Jnix284

Thought Leader

May 29, 2023

@PJas one of the most common ways is if one contact cc'd another contact with a different company, not sure if that's the case, but I usually check...read more