La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
Hi, probably a beginner question but I created a few products under Sales-> Products a few months ago. When I create a new Deal these products still show up as options. However, when I now go to Sales -> Products the original products are go Lire la suite
Au panthéon de la communauté | Partenaire solutions
Février 26, 2024 23:58
Hi @Coffeefilter ,
It looks like in your first screenshot you're looking at a deal property (not a product), and in the second screenshot at t...Lire la suite
We call companies for several individual clients - what is the best way to manage the calling process within HubSpot? For examaple should we use lists, set tasks or filter on companies? Any help appreciated!
Hi @GlennHoy
"Playing" a task list of calls is the most efficient way to dial multiple companies in sequence.
As you complete each call, r...Lire la suite
Hello Hubspot, When I create a property, I cannot seem to find the correct group to allocate it to. I just want to put it in my Deals table ! Can anyone help me on this ?
Hi, We have a contact us form on our website which currently sends me an email when someone fills in the form. I would like to have a deal created in Hubspot when the form is completed as well as sending me an email alerting me to the form submi Lire la suite
Au panthéon de la communauté | Partenaire solutions
Novembre 14, 2023 11:05
Hi @SDixon6 ,
This would require a Professional subscription and a contact-based workflow: https://knowledge.hubspot.com/workflows/create-wor...Lire la suite
I'd like to create a Dashboard that is dynamic - meaning that sales leadership can view all team member's performance in it, and filter by user. I'd also like the dashboard to show individual rep's data/ performance when they are viewing it. I know Lire la suite
Au panthéon de la communauté | Partenaire solutions
Novembre 02, 2023 14:58
Hi @EMcGrath ,
When you navigate to Menu > Dashboards and click Create dashboard, you'll find that HubSpot has some suggested dashboards wh...Lire la suite
I use the Outlook on Windows 11 application which is part of my O365 license and have installed the Outlook application plugin from hubspot. Outlook now takes minutes to respond after adding the Hubspot plugin to outlook. Frankly, outlook is unu Lire la suite
Hi @MWilcox12023 ,
Thank you for the details.
In relation to the Sales Extension, HubSpot offers three distinct options: the Chrome ext...Lire la suite
To be specific, we are looking for top HubSpot Academy courses for End-user sales personnel. Currently, if you are looking in HubSpot Academy for any sales-related courses, you'll only get recommendations that included admin-level items. We woul Lire la suite
Thank you for your recommendation @MiaSrebrnjak , we really appreciate it! I would like to hear more from our community and see if they have other...Lire la suite
Hi, I was wondering what is the best way to segregate sales deals based on product tiers. Say I have 3 product tiers and I want to visualise the deals for those tiers independent of each other. How would you suggest I go about it? I was thinking o Lire la suite
Hi there, I've noticed that if I start my tasks for the day, end up on a contact, but navigate to another contact and do a call or email there, it automatically completes the task for the original contact even though I didn't anything to them. Lire la suite
Hey @danawjones , I would recommend connecting with HubSpot Technical Support , as Support is included in your subscription and they will be a...Lire la suite
Hello, If I have the free version of Hub Spot, I can then download companies with phone numbers and roles within the selected company such as CEO for example. Regards, Daniel
Au panthéon de la communauté | Partenaire solutions
Décembre 13, 2022 08:27
Hi @DGarpenbeck ,
You can follow these steps to export your contacts: https://knowledge.hubspot.com/crm-setup/export-contacts-companies-deals...Lire la suite
Hello, We're currently onboarding Sales Hub Professional and I have a question regarding Workflows. The idea is for our Sales Reps to be using the property Lifecycle Stage to keep better track of Companies that are assigned to them and currentl Lire la suite
Au panthéon de la communauté | Partenaire solutions
Octobre 14, 2022 09:36
Hi @edwandersson ,
Yes, 'Now in sequence is equal to True' and 'Last sequence enrolled date is known' can be used interchangeable here.
...Lire la suite
We are a digital marketing agency and our clients subscribe to multiple products that we offer (i.e. social media, website hosting, google ads, etc.) I'm looking for an easy way to look at a company record and be able to quickly identify what subscr Lire la suite
Au panthéon de la communauté | Partenaire solutions
Juillet 05, 2022 10:00
Hi @lisadye ,
This sounds like a use case for custom objects in HubSpot . These would let you associate your own custom object (in this case ...Lire la suite
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