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CRM & Sales Hub

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Marketing Reporting Under Sales Hub
- My company uses the sales hub but we are trying to use our sales data to create effective marketing reports by utilizing the tools provided by the Sales Hub Professional subscription. We are not looking to add the Marketing Hub Professional subscription. Can anyone provide insight on how to create effective markteting reports (using custom report builder or other tools) with the tools provided by the sales hub? Specifically we are trying to trac ...read more
Close Rate Report
- I'm being asked for a report showing Close Rate or Conversion Rate based on Qualified Sales Leads. Basically, they need to know how many sales we're closing out of total of Qualified Sales Leads instead of total of deals, is this possible? ...read more
Best Practices for Sales Pipelines: To Consolidate or Not to Consolidate
- When our company first started with HS, we built individual sales pipelines for each of the 5 verticals we sold into + sales pipelines for pre- and post-sale steps to fulfill orders and ensure successful implementation, as each business line followed different processes and didn't much overlap. Now that we've been able to build synergy between our services/products to offer much more holistic solutions (and now that we're looking at everything t ...read more
How to Improve Lead Quality on Hubspot?
- Hello guys, myself Emmanuel Katto from Uganda (Africa). I wanted to know how can I improve the lead quality on Hubspot? ...read more
Registering phone number: PLEASE READ BEFORE POSTING
- If you are having trouble registering your phone number, please read this post before posting your question. If you are unable to register a phone number with HubSpot, please see this document to verify whether your country number is supported by HubSpot sales. Please note: HubSpot Sales Free and HubSpot Sales Pro users are subject to different limitations. Supported countries for HubSpot Sales Free users: Austra ...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

13 upvotes

101 Replies

KMcMahan-Pull

Member

December 04, 2023

Hello, my name is Katie Pulli. I am the Head of Sales and Business Development at a custom lighting manufacturer that specializes in serving the hosp...read more

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

12 upvotes

11 Replies

MJohn0

Member

December 03, 2023

Sales Hub Pro's "Onboarding Step 1: Strong Foundations" is the initial phase of the onboarding process designed to establish a solid groundwork for e...read more

seven_neves on December 07, 2023

We would like to log an Office / Site Visit

Hi Folks, We have recently started an external sales team who are calling on clients/propects at their office or warehouse. As a result, we would like the reps to be able to log these types of calls as a Site Visit in place of a Call or Meeting read more

Reply Discussion Free

0 upvote

2 Replies

seven_neves

Participant

December 07, 2023

Hi Karsten, That is exactly where I am referencing. We'll keep this in mind as the business scales up. Thank you

CValenghi on December 07, 2023

answer protocolled email in deal

We protocoll every income email directly in our deal. Afterward we assign an emplyee who takes contact to the clients demand. Somehow it is not possible to answer directly the first protocolled email. Why? Or how can the setting be changed, so that read more

Reply Discussion Professional

0 upvote

12 Replies

karstenkoehler

Hall of Famer | Partner

December 07, 2023

Hallo @CValenghi , niemand hat behauptet, dass der Fehler bei den Kolleg*innen liegt – wir weisen lediglich darauf hin, dass es unterschiedlic...read more

JCuadrado on December 06, 2023

Smart Rules - Not Saving?

The smart rules button appears to be enabled but no matter how many times I click on the button it's simply not saving anymore. It did save yesterday but the rules are no longer applying. Is this a HubSpot Bug or is there something I'm doing wron read more

Reply Discussion Enterprise

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

December 07, 2023

Hi @JCuadrado , Have you tried another browser? If not, can you try disabling all of your browser extensions and deleting cache / cookies? The...read more

ALieber on December 06, 2023

How to delete a note

I have entered a note on the wrong company. How can I delete it?

Reply Discussion Starter

1 upvote

2 Replies

JigarT

Guide | Partner

December 07, 2023

Hey @ALieber Navigate to contacts and click on the contact record in the activities go to the notes section and follow the steps as mentione...read more

sberry11 on December 06, 2023

Closed Deals with Meeting Associated

Admittedly, reports is by far the hardest part of HS for me to get my head around. I want to create a report on our deals closed within an adjustable timeframe that have a meeting associated with it versus those without. We are just starting to get read more

Reply Discussion Professional

0 upvote

1 Reply

sberry11

Contributor

December 06, 2023

I should follow up to say, our goal is to determine if a meeting increases the % of deals that close. We consider a meeting when we visit them in-per...read more

willvv on December 06, 2023

Emails recorded to contact but not associated to deals

Seen this behavior several times in the past few times. We use the bcc address to record emails sent out to contacts. The emails (and replies from clients) are recorded to the contact record but not to the deal. The dealls are not closed an read more

Reply Discussion Professional

0 upvote

1 Reply