Need some help with tweaking Hubspot
We are on the "sales" starter with 3 staff currently using Hubspot.
Two are on the sales starter and I'm on the super admin account? Unsure if that means I'm on the free version or its something different.. however, what I did need some help with is listed below and thank you for taking the time to read in advance.
When I've been adding leads into the hubspot, I've been using the excel sheet. I've putting Name: Blank
Last name: The companies name
Phone number: The phone number/mobile number
Industry: Relevant industry
A few troubles we are having,
1. Filtering by Industry only - I can't figure out how to organize by industry
2. Filtering lead status is none of "booked, no answer, call back, not interested, wrong number" - This doesn't seem to work, the leads with booked no answer etc still come up when I've gone through Filters.
3. Meetings Booked Graph
We have 3 types of meetings we book.
1) Sales Call
2) Training Call
3) Cancellation Call
I'd like only the sales call meeting showing in the graph, not the other two as they are not KPI's for the sales guys and the dashboard is built around sales primarily at this stage in our business.
4) Lead status change
We've worked with hubspot before where we use to book a meeting through the calendar link and once the meeting was booked it would automatically change lead status to booked. Not sure how to activate this now though?
5) Call talk time through hubspot
We use Aircall and would like to have the talk time displayed through hubspot if possible.
Appreciate any assistance.