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CRM & Sales Hub

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Tracking/Stocktaking Marketing Materials
- We have a number of marketing stands in different formats and looking to track/stocktake them at the Company level. I thought of maybe making it a funnel, but surely there is a better option, anyone? ...read more
How to address large amount of duplicate companies?
- Our CRM has over 5000 duplicate companies. Some companies have as many as 20+ duplicates while most have at least 2. These were created from various Zaps and are now addressed. Now that we are stuck with this huge amount of duplicates I am not sure how best to solve the issue. I know that HubSpot has a "Manage Duplicates" feature but this is quite manual and requires lots of user intervention. What would be the best approach to dealing with ...read more
How to Prevent Spelling Errors in 'Job Title' Property Set as Single Line Text?
- Hello everyone, I am facing a challenge with the 'job title' property in our CRM, which is currently set as a single line text field. This field is highly susceptible to spelling errors, posing a problem for our data consistency. Specifically, we are dealing with variations in the spelling of job titles, such as 'Service Level Manager'. This title can be written in various ways, with differences in uppercase and lowercase letters, and typos ...read more
Inbound Leads > Disqualification Email Automation
- Greetings, Looking to confirm current best practices as the product continues to evolve. We have both Sales and Marketing Professional. The goal is to automate the responses to inbound inquiries who submit a request for more information on Eterprise for organizations of less than 25. Organizations of that size will be redirected to our self-serve PLG page to buy their licenses directly. All other leads will generate a notification to a sale ...read more
Taking advantage of the Inbox feature
- Good morning, I am asking for support to take advantage of Inbox features for lead generation. I would like to understand what are the tips, best practices, and anything that can be used for generating new leads. For example, is it possible to save a lead who prefers to write to the generic email address instead of filling out a form? Is it possible to create follow-up workflows and for internal notifications? Thank you in adv ...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

100 Replies

VBeliak

Participant

November 19, 2023

Greetings! Nice to meet you. I'm the Owner of a consulting company for business automation, optimization, and modernization. We do marketing, sales, ...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

AChapin on December 04, 2023

Whatsapp Calling Integration

Hello, Our team uses Whatsapp for international calling, is there a way to have Whatsapp calls automatically logged in Hubspot? Currently, they have to log all Whatsapp calls manually. It looks like the integration is only for messaging.

Reply Discussion Enterprise

0 upvote

0 Reply

Solved

AWalter3 on December 04, 2023

Can a sales stage be excluded from Deals Dashboard

We have an idiation sales stage with 0% probability attached. This is for the sales team to track their very early stage initiative. I would like to exclude that stage from the summary deals dashboard. Can that be done? Thanks

Reply Discussion Professional

0 upvote

3 Replies

karstenkoehler

Hall of Famer | Partner

December 04, 2023

Hi @AWalter3 , The deal board view is designed to show all stages, it's not possible to hide one. There aren't any settings for this. In...read more

BillWill on December 04, 2023

Alerts when deals move out of quarter / month

Hi. I'm looking to set an alert for my team managers to receive anytime a deal is moved out of the current month or quarter that was in a certain stage or above. Is this possible please?

Reply Discussion Enterprise

0 upvote

1 Reply

Olivia_Bagnall

Guide | Platinum Partner

December 04, 2023

hi @BillWill My name is Olivia and I an ex-HubSpotter turned HubSpot expert for Baskey the agency. Happy to help here! I'm almost sure what you ...read more

nghminh163_cp on December 04, 2023

Cannot use Video Conference Extension API

Hi. I have a external services for streaming Video so I want to implement Video Conference Extension for generating automatic meeting link. But the documents seem outdate and when I tried to call API, it said me ' isn't available for public use'. read more

Reply Discussion CRM video

0 upvote

1 Reply

PamCotton

Community Manager

December 04, 2023

Hello @nghminh163_cp , thank you for posting in our Community! Just to confirm, have you followed the steps that are showing on our develope...read more

KubaNowakowski on December 04, 2023

HC created contacts from my company domain

How can I block HS from creating contacts using our company domains we have 4-5? Now I manually delete those contacts, there are not so many but maybe there is another way? This started happening a few weeks back. I am using premament delete.

Reply Discussion Professional

1 upvote

2 Replies

JigarT

Guide | Partner

December 04, 2023

Hey @KubaNowakowski Are you aware of these settings? : https://knowledge.hubspot.com/crm-setup/automatically-create-and-associate-companies...read more

sjudson on December 04, 2023

Let's discuss the sunset of the Microsoft VSTO email extension

Hi all, Scott from the HubSpot Product team here. I wanted to create a space for conversation around our sunset of the Microsoft VSTO email extension. The tl;dr for why we’re sunsetting this is that Microsoft has moved away from the VSTO a read more

Reply Discussion Announcement

4 upvotes

0 Reply