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CRM & Sales Hub

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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

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

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RRindik on December 11, 2024

Task Queues Best Practices

I am going to try to explain this the best way that I can. Please let me know if you have an idea for a better process. My company has 8 retail locations. We have created 8 task queues for the manager of each location to be able to see the tasks o read more

Reply Discussion Knowledge Base Notifications Professional Tasks

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TVaz on December 11, 2024

Does deleting leads also delete a contact record?

Hi community! Due to a strategic decision at my company, we’ve decided to add companies as leads instead of individual contacts. Now, I need to remove the leads associated with a contact from the Lead pipeline, but I’m worried that doing so migh read more

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Solved

wildirishtime on December 11, 2024

three accounts - how to switch between accounts quickly?

I have three businesses I help seperately, all have HubSpot accounts. I think all three are still in free mode, or possibly Starter. I am told that true Single Sign On (SSO) is only available in Enterprise, but there MUST be consultants or HubSp read more

Reply Discussion Admin Best Practices FREE Workaround

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5 Replies

karstenkoehler

Hall of Famer | Partner

December 11, 2024

@wildirishtime if they ask you to set up a HubSpot portal for them, you would create a new HubSpot portal on their behalf: https://knowledge.hubsp...read more

Solved

EGJ on December 11, 2024

Set custom field in Deals based on users Team

Is it possible to set a custom field in Deals based on the users (Deal Owner) Team? If a user is part of Team Europe, can the field SalesTeam in Deals be set to Europe when Deal is closed won?

Reply Discussion Deals

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2 Replies

mangelet

Guide | Platinum Partner

December 11, 2024

@EGJ , your question is quite common too for companies with multiple teams and / or multiple regions. If you're already organising your users by ...read more

Solved

ISmolin on December 11, 2024

What will happen if Deal stages naming will be changed

Good day, colleagues, We are considering changing the naming convention for some stages of the Deals in our Land pipeline. If we change or even remove it, how will it affect the historical data and reports? What is going to happen? Than read more

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ISmolin

Contributor

December 11, 2024

Thank you @Jigar_Thakker I appreciate your support.

JMysza on December 11, 2024

Contacts not saving?

Greetings community, I am new to HubSpot and am building my contact list by hand using the "Create Contacts" feature. As I manually enter contact info and select "Create and Add Another"... I see the numver of records increase by one... confirmi read more

Reply Discussion Contacts

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JMysza

Member

December 11, 2024

Okay, I think I know what is happening here... As I leave the "Create Contacts" window open and continue to use "Create and add another"... the c...read more