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Top Resources for CRM & Sales Hub

  • Meeting Scheduler Functionality

    • In our communications with leads, we use a "regular" Round Robin meeting link to showcase the widest range of available time slots to encourage bookings. Leads are then assigned to the sales team member they were booked with. We're facing the following issues/restrictions: Regular Round Robin Scheduler Displays the availability of all team members, providing a broader selection for leads. However, it does not accommodate individual ...read more

  • Filtering Deals - See all companies that don't have a specific stage

    • Hello community! Good evening 🙂 This might be the simplest question I've asked so far, but I can't find any solution with the tools given. I know I must be doing something wrong. My issue is the following. My companies have multiple deals, depending on what service they're purchasing. They might be current customers, with a "ClosedWon" deal, with a secondary deal in a different stage because it's from a product being offered from a d ...read more

  • most effective strategies for aligning sales and marketing teams to improve lead conversation

    • What are the most effective strategies for aligning sales and marketing teams to improve lead conversion rates?" ...read more

  • Drive More Conversions with HubSpot Calls-to-Actions

    • I work with customers daily here at HubSpot and I’ve seen how powerful a well-placed, optimized Call-to-Actions (CTAs) can be in driving conversions and generating leads. The trick is not just to have a CTA, but to create one that’s designed to engage your audience and encourage action. That’s where HubSpot’s CTA tool comes into play. It allows you to create personalized CTAs, test their performance, and ultimately drive more conversions. H ...read more

  • Tracking Sales Performance

    • As a customer success manager at HubSpot, I’ve helped many sales teams track and improve their performance. When it comes to developing sales opportunities, tracking your activities is key to identifying what’s working—and what’s not. Today, I’ll share how HubSpot’s tools— Custom Reporting, Funnel Reporting, and Conversation Intelligence —can help you track your sales activities and optimize your pipeline. Custom Reporting: Get Insights ...read more

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sjudson on December 04, 2023
Ending Development for HubSpot's VSTO Sales Add-In
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
Reply Discussion Announcement
15 upvotes
0 Reply
dphung1 on December 13, 2024
Deal amount
How do I have the Deal Amount automatically filled out or referencing another field. This Amount is used in many of the built-in CRM features, like pipeline value so that's why I want to use this property. Since this is a default Hubspot property on read more
Reply Discussion Deals
0 upvote
0 Reply
EAjose on December 13, 2024
Preview Contact issues
I'm having issues when going to the CRM - Contact - Preview. When i previously done this It would display tasks and emails sent. Now it says the following: ALL IS NOT LOST somethings gone wrong. please refresh the page and contact support if the p read more
Reply Discussion FREE
0 upvote
0 Reply
Karim0 on December 13, 2024
Can I customize the RECORD ID?
Hello, Can I customize the RECORD ID for a specific property such as DEALS? I want to use the the Record ID to idintify each deal I'm working on and use it for the company internal use such as quoting... Thank you, Karim
Reply Discussion CRM Deals How-To Settings
0 upvote
3 Replies
Karim0
Member
December 13, 2024
Thank you very much, Jaycee! Can you help and tell me how to create that? I want to create a custom property that generate a sequence ID that starts...read more
alexagatiss on December 13, 2024
Permissions for Lists
Hi there, Was curious if permissions settings can be changed for individual lists in HubSpot? Can you make a list hidden?
Reply Discussion CRM
0 upvote
0 Reply
ACroghan on December 13, 2024
Bulk Create Deal Splits
It would be very helpful if we had an option to bulk add deal splits to deals.
Reply Discussion Deals
0 upvote
2 Replies
ACroghan
Participant
December 13, 2024
Oh you are right! I thought that is where I was adding it. Just submitted the idea. Thanks!
Augustus on December 13, 2024
Notifications for stagnant tickets
Is there a way to send notifications to ticket owner and other designated users when a ticket has been stuck in a stage for longer than a certain amount of time?
Reply Discussion Tickets
0 upvote
1 Reply
ScottPennwood
Top Contributor | Platinum Partner
December 13, 2024
Good evening @Augustus , this should work for you! Enrol the ticket in the workflow using whatever stage you want as the trigger. I've chose...read more

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