Pour pouvoir utiliser ces forums, JavaScript doit être installé et activé. JavaScript semble être désactivé ou non pris en charge par votre navigateur. Veuillez consulter les fichiers d'aide de votre navigateur pour savoir comment activer JavaScript.

CRM & Sales Hub

Rechercher CRM & Sales Hub pour des solutions ou poser une question

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 ...Lire la suite
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 ...Lire la suite
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?" ...Lire la suite
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 ...Lire la suite
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 ...Lire la suite

sjudson le 04 Décembre, 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 Lire la suite

Répondre Discussion Announcement

15 Mentions J'aime

0 Réponse

Résolues

wildirishtime le 11 Décembre, 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 Lire la suite

Répondre Discussion Admin Best Practices FREE Workaround

0 Mention J'aime

5 Réponses

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

11 Décembre, 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...Lire la suite

EGJ le 11 Décembre, 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?

Répondre Discussion Deals

0 Mention J'aime

2 Réponses

mangelet

Guide | Partenaire solutions Platinum

11 Décembre, 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 ...Lire la suite

Résolues

ISmolin le 11 Décembre, 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 Lire la suite

Répondre Discussion Professional

0 Mention J'aime

3 Réponses

ISmolin

Contributeur

11 Décembre, 2024

Thank you @Jigar_Thakker I appreciate your support.

JMysza le 11 Décembre, 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 Lire la suite

Répondre Discussion Contacts

0 Mention J'aime

5 Réponses

JMysza

Membre

11 Décembre, 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...Lire la suite

ddolhomut le 11 Décembre, 2024

Re-activate my account Hub ID: 144127098

By mistake, I deleted our organization account Hub ID: 144127098 and would need it recovered with all its data pipeline, companies, and Leads

Répondre Discussion FREE

0 Mention J'aime

2 Réponses

ddolhomut

Participant

11 Décembre, 2024

Done thank you.

APetak le 11 Décembre, 2024

Getting all Associations and Pipelines

I have DealAssociations, CompanyAssociations and ContactAssociations. All of them have columns: Id, AssociationId, Type, TypeId, TypeName. Is there a way to extract all of the rows that I have but only columns Id and AssociationId? Currently I'm try Lire la suite

Répondre Discussion

0 Mention J'aime

1 Réponse