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CRM & Sales Hub

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Tracking/Stocktaking Marketing Materials
- We have a number of marketing stands in different formats and looking to track/stocktake them at the Company level. I thought of maybe making it a funnel, but surely there is a better option, anyone? ...read more
How to address large amount of duplicate companies?
- Our CRM has over 5000 duplicate companies. Some companies have as many as 20+ duplicates while most have at least 2. These were created from various Zaps and are now addressed. Now that we are stuck with this huge amount of duplicates I am not sure how best to solve the issue. I know that HubSpot has a "Manage Duplicates" feature but this is quite manual and requires lots of user intervention. What would be the best approach to dealing with ...read more
How to Prevent Spelling Errors in 'Job Title' Property Set as Single Line Text?
- Hello everyone, I am facing a challenge with the 'job title' property in our CRM, which is currently set as a single line text field. This field is highly susceptible to spelling errors, posing a problem for our data consistency. Specifically, we are dealing with variations in the spelling of job titles, such as 'Service Level Manager'. This title can be written in various ways, with differences in uppercase and lowercase letters, and typos ...read more
Inbound Leads > Disqualification Email Automation
- Greetings, Looking to confirm current best practices as the product continues to evolve. We have both Sales and Marketing Professional. The goal is to automate the responses to inbound inquiries who submit a request for more information on Eterprise for organizations of less than 25. Organizations of that size will be redirected to our self-serve PLG page to buy their licenses directly. All other leads will generate a notification to a sale ...read more
Taking advantage of the Inbox feature
- Good morning, I am asking for support to take advantage of Inbox features for lead generation. I would like to understand what are the tips, best practices, and anything that can be used for generating new leads. For example, is it possible to save a lead who prefers to write to the generic email address instead of filling out a form? Is it possible to create follow-up workflows and for internal notifications? Thank you in adv ...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

EMcGrath on December 05, 2023

Sales Commission Calculation in Hubspot

Has anyone built a means of tracking Sales Commission Calculations in Hubspot? I know that you can establish quota in Hubspot using goals and report against attainment to quota. However, I'm looking at options for reporting on quota and moving out o read more

Reply Discussion Reports Sales

0 upvote

1 Reply

Josh

Recognized Expert | Platinum Partner

December 05, 2023

Hi @EMcGrath , If the calculations are extremely basic you could probably accomplish it using calculated properties, otherwise I believe you w...read more

JReynolds96 on December 05, 2023

Lead Scoring and Sequence Data

Hi, In the lead scoring, I want to include sequence engagement data. For instance, if a lead replied to an email in the sales sequence, give it a score of x. I am not sure where to find those variables: replies, clicks, etc that are related to sal read more

Reply Discussion Professional

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

December 05, 2023

Hi @JReynolds96 , The properties that are available are the following ones: Recent sales email clicked date ( Sales Hub Professional ...read more

AEtman on December 05, 2023

Custom Object or Property?

Hi Community! Looking for some advice/workaround to an issue i'm facing in trying to record data of two elements: customers and training results. I'm not sure if I should create an Object or just add Properties. In this case I want to register read more

Reply Discussion best practices Custom Objects

0 upvote

1 Reply

franksteiner79

Key Advisor

December 05, 2023

Hi @AEtman I would recommend using a custom object called "training" or "trainings". When you create your custom object, you do two th...read more

Ryan_Sessel on December 05, 2023

Custom Objects - Business Units

Is it possible to create custom objects that are associated to specific Business units and not account wide?

Reply Discussion Enterprise

0 upvote

0 Reply

SAhsan26 on December 05, 2023

How HubSpot Powered My PVC Patches Business to New Heights

In the competitive world of e-commerce, standing out from the crowd can be a daunting task. For my PVC patches business, I was determined to make a mark and connect with potential customers. Enter HubSpot, a powerful marketing, sales, read more

Reply Discussion Starter

0 upvote

0 Reply

MMahabadi on December 05, 2023

Can't Add Wildcard Domain To Never Log List

Hi - I am trying to block/stop all emails being logged that are sent to "@2hand.co.uk" It won't recognise any attempts to add "*@2hand.co.uk" which is a potential risk to the business by tracking internal emails Can someone help? See below - read more

Reply Discussion Free

0 upvote

1 Reply