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christinephu on October 20, 2022
My playbook recommendations are persistent across all stages no matter the stage. This is related to the new 'recommend a playbook by stage' feature. Is this expected? Set up: I have an SDR Qualifying Notes playbook. The rule is se read more
2 upvotes
6 Replies
Community Manager
November 24, 2022 05:40
Hi, a note for Community members who might be experiencing a similar issue: Please try clearing cache and creating new playbooks by duplicat...read more
kvonloesecke on May 17, 2022
Hey Community, Did you know that Sales Hub Professional recently introduced three new features : Playbooks Call transcription and Coaching Inbound calling Growing your business takes time, energy, and investment. What read more
Thought Leader | Elite Partner
May 18, 2022 07:22
Thanks for the tag @kvonloesecke . Since we're using most of the Hubs at their highest level, we're already using Playbooks, but I'm definitely happ...read more
SpencerHodgson on July 20, 2021
Hey Everyone, I've started using playbooks to give ready made answers so that when we are scrubbing contact data we have clear records of everything we knew for each contact at the time of scrubbing them. Is there an easy way to access all of the a read more
2 upvotes
3 Replies
Participant
July 23, 2021 06:36
Thanks @cooperelias , No, I'm currently using a mix of questions that update to properties and questions that do not. For my purposes, it doesn't ...read more
ajaffarali on September 28, 2020
While we've used CRMs in the past, its mostly been for record keeping however, I would very much like to start using Hubspot more actively with sales and would appreciate some plointers. Our workflow is as follows 1) We get an email or a call fr read more
0 upvote
1 Reply
Participant | Diamond Partner
September 28, 2020 02:15
Hello, I'm Brad, a HubSpot Partner and would be happy to discuss this with you. To start, I've tried providing some answers to your questions below. ...read more
Solved
KyleRisi on July 10, 2020
Hi Team 👋 , I am trying to work out the most effective way to input lead qualification data into hubspot when the sales team are on the phone to a prospect. Currently we use a physical printed out form that the Sales team follow on the cal read more
0 upvote
6 Replies
Accepted Solution
Key Advisor | Gold Partner
July 14, 2020 19:03
Hi @KyleRisi Personally I like to pace when I'm on the phone, and write, which don't go together. So, I have a Call Script in a PDF fo...read more
Solved
fairinstitute on April 30, 2020
Hello, I am looking for other HubSpot users who sell automatically renewing products on an annual basis. Specifically I am looking for examples of what tools they use to set up the payment process, the automatic reoccurring action, and the integrat read more
0 upvote
4 Replies
Accepted Solution
Key Advisor
April 30, 2020 08:26
Hey @fairinstitute , Currently HubSpot only supports Stripe payments via the Quotes tool so renewal payments are not currently possible inside...read more
Solved
hssandesh on October 18, 2019
Hi, Have a couple questions: 1) When i'm chatting with a visitor, how do i transfer the chat realtime to a team member? Both on mobile & web 2) Every visitor who leaves an email id in the live chat app is been automatically included in t read more
0 upvote
1 Reply
Accepted Solution
Key Advisor | Diamond Partner
October 18, 2019 07:55
Hi @hssandesh , When setting up your chatflow, there is an option to automatically assign chat to specific users and team members. See the b...read more
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