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Top Resources for CRM & Sales Hub

  • 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

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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
MFranklin0 on March 28, 2023
Workflow - Create Company From Contact + Avoid Duplicates
Most of our forms create contacts. I have created a WF that creates a related Company when the association does not exist. How could I modify the workflow so if a company exists by domain, that the company is associated with the contact rather than read more
Reply Discussion Starter
0 upvote
0 Reply
TheSpade888 on March 28, 2023
IMAP Connection stopped working and the account is disconnected.
Hi All, 🖐🏾 I have been using Hubspot for years now without any such problems as now. The thing Is that my IMAP e-mail connection stopped working and the account is disconnected. When trying to reconnect I get an error telling me that Hubspot has read more
Reply Discussion Free
0 upvote
1 Reply
BukunmiOdetayo
Top Contributor | Partner
March 28, 2023
Hello @TheSpade888 Kindly check the following two resources: 1. Set up IMAP or Exchange settings 2. Find your email server...read more
XAiEstimation on March 28, 2023
Adding Tags to calls for reporting
Can we add tags to outbound Calls to track things like "gathered email"
Reply Discussion Professional
0 upvote
1 Reply
SNigam
Guide
March 28, 2023
Hello @XAiEstimation , I have seen this request is already submited over ideas forum - https://community.hubspot.com/t5/HubSpot-Ideas/Add-ta...read more
CSexton1 on March 28, 2023
Global Property?
Does anyone know if there is a way to set up a property that is the same for every user? I am looking to have a property that is essentially a "count" of all companies that fit a certain criteria. My thinking is that I can create a property tha read more
Reply Discussion Companies
0 upvote
0 Reply
Alvin-Chan on March 28, 2023
Participate in a 15-minute HubSpot research study! (On ARR/MRR/TCV calculations)
Hi Community! My name is Alvin and I’m a product designer here at Hubspot. We’re working to improve our Deal editor experience, specifically related to how ARR/MRR/TCV and Totals are calculated, and any pain points you're experiencing with the ex read more
Reply Discussion Deals
0 upvote
1 Reply
SNigam
Guide
March 28, 2023
Great
lmarshall on March 28, 2023
Deal filters not working correctly
Deal filters have stopped working correctly. Seems to have happened sometime in the past couple of months when a big update was applied (at the same time the functionality to drag a deal to a different column became extremely slow)
Reply Discussion Deals
0 upvote
2 Replies
lmarshall
Member
March 28, 2023
The issue we have is not related to lagging. The deal filters do not work correctly at all.

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