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!
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
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!
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?
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!
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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.
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
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
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