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CRM & Sales Hub

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HubSpot Dashboard for Student Admissions Success
- Building a comprehensive dashboard for student admissions is key to evaluating recruitment performance and ensuring smooth operations. Recently, I designed a HubSpot dashboard for a group of schools to provide clear, actionable insights into their admissions process. Here’s a breakdown of the dashboard: A gauge chart to visualize target achievement across seasonal admission campaigns, helping schools stay on track with recruitment goals. ...read more
Best practice for tracking training/courses as products
- Our company provides a range of training courses and certifications. We would like to track the status of training within the CRM. Information we need to know would include: Product (course/training) purchased Date of purchase Status (enrolled, certification, abandoned) Date contact was enrolled in course (for each course) Date contact was certified (for each course) Contacts result for each course (%) Date of session (for in-person ...read more
How to fill Domain Name when None Exists
- Hello! My organization works a lot with very small businesses that do not have their own domain name. It's the primary field that HubSpot de-duplicates off of, however---are there any workarounds you've found about this? Thanks, Haley ...read more
Meeting not showing option to cancel or reschedule
- Hello. I noticed that my reminder emails don't contain any reschedule or cancellation options. How do I make sure these are on? ...read more
Microsoft blocking my email account when using sequences
- Hello - I recently upgraded to sales hub pro and have begun using sequences for emailing prospective customers. I know that HubSpot has had a no cold email policy, but I confirmed with my account rep that as part of the new propsecting functionality, cold emailing was allowed using this feature. I have HubSpot connected to my mailbox, which is hosted on Microsoft 365. My contact list is very small and I only load about 20 addresses into the sequ ...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

Reply Discussion Announcement

12 upvotes

0 Reply

twj1522 on October 04, 2024

List contact totals not matching Sequence Contacts who finished totals

I'm trying to create a list of the contacts who finished a specific sequence, it doesn't matter how, just that they finished. I used the create list button and created the list. However, when I look at the list the total contacts do not match the t read more

Reply Discussion Professional

0 upvote

0 Reply

Solved

RSesar on October 04, 2024

Can not create custom property

I can not create a custom property. The button in the repective menu is displayed grey (not orange). When hovering on the button it displays: There are issues with property details. These need to be fixed before the property can be saved. read more

Reply Discussion Starter

0 upvote

7 Replies

karstenkoehler

Hall of Famer | Partner

October 04, 2024

@RSesar please read my replies carefully. Click " Field Type " in the left sidebar - below the green checkmark - and fill everything in there. Y...read more

pinchvalve on October 04, 2024

How to send an email to an external email addres?

This seems like such a simple thing, but I cannot find any way to do it. I have an extended sales team, there is no need to add them all as users, I just want to be able to send them an email to alert them that a form has been submitted, along with read more

Reply Discussion Marketing Email

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

October 04, 2024

Hi @pinchvalve , This is simply a choice HubSpot made a while ago, only allowing notifications to invited users. The only way around that is M...read more

RTattory on October 04, 2024

Hubspot Power/Auto Dialer

for those looking to power dial in Hubspot checkout CallCloud. Super simple to setup, affordable , and works great

Reply Discussion Integrations

0 upvote

1 Reply

kennedyp

Community Manager

October 04, 2024

Hi @RTattory ! Welcome to the Community-- happy to have you here 😊 Thank you for sharing this extension with everyone. Could you outline ...read more

RDzwonkowski on October 04, 2024

sales email templates report on effectiveness

we would like to be able ot make a report that shows us which email templates are more or less likely to get opens and clicks based on iteraction. notably, these are sales emails and not marketing emails and are sent by a human.

Reply Discussion Sales Emails

0 upvote

1 Reply

kennedyp

Community Manager

October 04, 2024

Hi @RDzwonkowski ! Welcome to the Community-- happy to have you here 😊 Currently, there would not be any way to outright evaluate the po...read more

LCárcamo on October 04, 2024

Export Leads' data from the Prospecting workspace

I believe without the export option my team and I might opt out of using the Prospecting/Leads feature, even though we see a lot of value in it. The lack of an export option, such as the ones from the Contact, Company, and other pages from CRM (fir read more

Reply Discussion CRM

0 upvote

1 Reply

MadisonMoniz

Contributor | Diamond Partner

October 04, 2024

Hi @LCárcamo ! I agree. While HubSpot potentially works on this issue, would something like custom reports help you see the information you need...read more