クリエイティブな才能を開花させよう

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. ...その他を表示

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. ...その他を表示