CRM & Sales Hub

Search CRM & Sales Hub for solutions or ask a question

Deal Type Definitions?
- Curious how folks would use the Deal Type property in our circumstances. We have an advertising business. All purchases are for a single campaign; our customers typically purchase once yearly. With regards to the Dealy Type, my thought is that we should apply New Business to any deal associated with an organization that has never purchased from us before, and Existing Business for organizations that have. Is anyone with a similar busin ...read more
Field Sales Management Tool with HubSpot Intergation
- Dear HubSpot-Community, we are looking for a field sales management software tool that can be easily integrated into HubSpot. The tool should support our field sales manager with the geo mapping of contacts, optimized routing and territory management. Furthermore, we have high standards regarding data protection since we are operating in the health care industry (Germany). Would be great to get some reccomendations and feedback on exisiting ...read more
Can the same sequence run simultaneously?
- Can the same sequence be running multiple times? For example: Can I start "Sequence 1" today with "x" contacts and then tomorrow start "Sequence 1" with "y" contacts? The sequence takes 28 days to finish. Or would it be better to use a workflow? ...read more
Track MQLs and SQLs per SDR
- Hello! I would like to get some insights whether its possible to track how many MQLs and SQLs the SDRs in our company have. Tricky part here, is that our SDRs work the MQLs until they become SQLs, then the AE takes over the SQLs. With that in mind, when an SDR converts an MQL to an SQL, the SQL will be transferred to the AE, and will not belong to the SDR anymore. Is there a way to track how many MQLs and SQLs are SDRs are having/prod ...read more
list of 5 disqualification and 5 winback reasons
- Can anyone suggest a list of 5 disqualification and 5 winback reasons that Sales people should fill out (for data analytics) - they only fill out 1 reasons of course, if they move deals to these stages. ...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

10 upvotes

58 Replies

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

10 upvotes

6 Replies

FMEngineering on March 27, 2023

Date Range Not Respected When Using Custom Date Fields

When creating a report (chart) for a dashboard I have selected a date range of "Past Rolling 90 days (exluding today)". Originally the date field I chose was "Create Date" which is a HubSpot maintained property that tracks contact creation dates. Ho read more

Reply Discussion Enterprise

0 upvote

0 Reply

danny2327 on March 27, 2023

"this year" vs "this year so far"

Can anyone explain what the difference, if any, is between any of the This X vs This X so far filters?

Reply Discussion Professional

0 upvote

0 Reply

RLehrhaupt on March 27, 2023

Option to default associate contact to new note in a deal?

When creating a new note in a Deal object the only way I am currently aware someone can also attach the note to the associated contact on the deal is to click on the "associations" tab and manually search up and select the contact. Is there an opt read more

Reply Discussion Deals Enterprise

0 upvote

0 Reply

AKnoll on March 27, 2023

Add LinkedIn messages to Team activity timeline summary

I have a request to add 'LinkedIn messages' to the Team activity timeline summary report. When I do add the filter for the report, it reverts to all of the activity of my team, when I have only filtered for 2 users (we have people in sales, service read more

Reply Discussion Professional

0 upvote

0 Reply

JTomas on March 27, 2023

API V3 Batch Create Deals is not working as expected (Associations)

I am trying to create a Deal using v3 API and according to documentation I could set up associations while creating a Deal. In this case I would like to associate the deal to a Contact and a Company. The body of the request looks like this read more

Reply Discussion Professional

0 upvote

0 Reply

AKemple on March 27, 2023

Report to Track Sales Rep's Most Recent Call

Does anyone know of a way to make a report that will quickly show me the time of each designated rep's last call (i.e. Rep X called a contact at 4:43pm CDT)? We have noticed a few of our reps often stop calling before the end of the day and would li read more

Reply Discussion Analytics Tools Calling Enterprise Reports

0 upvote

0 Reply