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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

TLang on December 08, 2023

Internal Forms from contact record

Hi there, I am trying to create this workflow: Sales person is in contact record, calls contact and contact wants a sample sent to them: Sales person creates task or sends email to the warehouse indicting what samples and (here is the issue) read more

Reply Discussion Workflows

0 upvote

0 Reply

CTurton on December 07, 2023

Blank Data cells when importing Company and Contact information

Hi, I have been trying to Import Company and Contact data that is outlined in one file. Therefore, I have selected one file, multiple objects, companies and contacts, and placed in my file. I want the contacts to be under a company, theref read more

Reply Discussion Companies Contacts Lists

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

December 08, 2023

Hi @CTurton , Have you checked what the row / line corresponding to this record in your import file looks like? (You should be able to find ou...read more

peeyush81 on December 07, 2023

date filter on contact list api

Hi, i am unable to find a good example on how to apply a date time filter when creating a contact list - https://legacydocs.hubspot.com/docs/methods/lists/contact-lists-overview Any example would be helpful There are some notes on filters here read more

Reply Discussion CRM Developer

0 upvote

0 Reply

MNunes1 on December 07, 2023

How to track previous emails that didn't get added to Activity Leaderboard

How can you track previous emails that weren't added to the activity leaderboard? I didn't realize my tracking was broken and now it shows I only sent 70 emails in November instead of close to 700. Is there a way to mass update the tracking for all read more

Reply Discussion Dashboards

0 upvote

2 Replies

karstenkoehler

Hall of Famer | Partner

December 08, 2023

Hi @MNunes1 , For a number as large as 700, I'd recommend looking into Threads: https://ecosystem.hubspot.com/marketplace/apps/marketing/data...read more

TDunbarger on December 07, 2023

Edit columns on the global search results page

Is is possible to edit which columns display for each object type on the global search results page in HubSpot? Global search results page

Reply Discussion Enterprise

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

December 08, 2023

Hi @TDunbarger , As far as I know there aren't any settings or customization options for the search. If you think that it would make sense if ...read more

Jindrich on December 07, 2023

CommercePro app community support

Hello, We have created this post to address any questions that you may have regarding our CommercePro app. Our team will be monitoring this post frequently. In case of any urgent queries or concerns, please feel free to contact us directly read more

Reply Discussion Integrations

0 upvote

0 Reply