Sales Enablement

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PeterRothman on November 09, 2023

What are your thoughts on the new Prospecting tool?

Hey RevOps! Peter here. What are your thoughts on HubSpots new Prospecting tool? How have you been using it? - Is it possible to measure forecasting amounts on the "leads" you are prospecting. - What is best practise in working with tasks and pr read more

Reply Discussion New Prospecting Tool

5 upvotes

5 Replies

Jnix284

Most Valuable Member | Elite Partner

November 16, 2023

I've run into a few frustrations with the new prospecting tool - for example, to mark a lead as qualified you have to create or associate a deal, but...read more

DianaGomez on March 27, 2023

📝Help Us Plan the Perfect Sales Events: Share Your Interests with Us

We value your input and would like to invite you to participate in a survey to gain insight into your event preferences. As a sales professional, you understand the importance of attending industry events and conferences to stay current with the la read more

Reply Discussion Events Sales Leaders Survey

6 upvotes

0 Reply

AHarper9 on February 20, 2023

Meeting booked - send an automatic email

We want to create an email to send automatically to a person after they book a calendar meeting with us. We currently have the HubSpot meeting calendar embedded on our contact us page, but how to we track these and how could we create an automatic read more

Reply Discussion Meetings

2 upvotes

3 Replies

PShtauber

Participant | Diamond Partner

February 05, 2024

Loved @jolle 's answer for this! Also, if you don't like the 'standard' emails that the meeting link tool sends, you can also create a custom-desi...read more

Stefb on February 20, 2023

Asking upvotes - Deal list

Hi everyone, I think that would be useful to have deal lists in hubspot. Here the idea that I submitted. Feel free to upvote! https://community.hubspot.com/t5/HubSpot-Ideas/Deal-list/idi-p/753388

Reply Discussion Sales Hub (All)

1 upvote

2 Replies

Stefb

Participant | Elite Partner

February 21, 2023

Thank you Mia!

fresh_ny on December 29, 2022

Filters: remembering my last choice

Hello All, This would seem to be a simple setting but I can't find any reference to it. My question is can the filter be set to rememebr my last choice? For example on the Sequences screen, the Owner filter always defaults to " Any ". Everytime read more

Reply Discussion filters

0 upvote

1 Reply