Gute Ideen sollten geteilt werden

Stewart · ‎Mär 29, 2017

When adding a featured image to my lead flows, when clicking 'select a file', this opens up my own documents. Ideally, this should open up the HubSpot file manager so I can just grab what is already in there.

ScottBarnett · ‎Jan 15, 2018

Currently, if I want to allow a prospect to schedule a meeting online with Sales in real time, I can do so using Sales > Meetings. The challenge is that if its a new lead, I'd like a means of creating it, and having all information about that lead preserved, such as their Lead Source, Original Source, etc. Currently, all leads created using the Meetings tool, defaults the value of Original Source to offline, regardless of what the original value was. If I use two forms (one up front to create the lead and a second to schedule the meeting), there are unnecessary steps or the user must fill in field values twice (because when scheduling the meeting, the values are not in the contact database yet.) User Story: A Marketing User can create a lead form and embed the "schedule a meeting" function to allow a new lead to immediately book with a sales person or team (if team calendars are enabled.) All lead data is perserved and no fields must be entered more than one time.

Drishtii · ‎Jan 8, 2020

This is to suggest a Hubspot property in the CRM that can record the Lead Score of a Contact when it converted into a paying customer. Such a property can prove to be useful when trying to assess the optimum score a contact needs to achieve to crack a deal. It can also help Marketing understand the amount of content that should be shared, the number of emails that need to be sent, etc. It can help align Marketing nurture and Sales follow-up efforts based on historical data.

Gute Ideen sollten geteilt werden

Lead Flow link to file manager

Desired Feature: Ability to Create Lead and Schedule Meeting in one form

Record Lead Score Upon Conversion

Vor Kurzem umgesetzt

Vor Kurzem in der Beta-Version