We would like to use playbooks to guide our inside sales team through the informaiton they need to gather on every call. We currently use paper "call" sheets that dictate what our customers are buying, part numbers, serial numbers, etc. This is pret Leia mais
Hi @rspencer01 , It's great to read your post, thank you! First, I'd like to share these articles for information on the subject: - Use playbook...Leia mais
Hey, I use playbooks for deal qualification. The answer to each question is then updating the specific properties. I wanted to introduce some conditional properties. Ie: is this prospect using a competitor's solution? YES/NO => If yes, open a d Leia mais
I am wondering if anyone has used Playbook similar to a survey before? When our deals close and the project is completed, we do internal and client debriefs. I'd like to move these from Airtable into HubSpot. The current challenge is we can only acc Leia mais
Hi @JJWestfall ,
Saving playbook questions into properties requires a Sales or Service Hub Enterprise subscription, correct, so one option wou...Leia mais
I've run into an issue where a Playbook I created is not displaying the option for my team members to log it as a Meeting . They are only able to log it as a Note . In Playbook Settings, I checked the box for "Log Playbook Submissions," and a Leia mais
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 Leia mais
Hi,
a note for Community members who might be experiencing a similar issue:
Please try clearing cache and creating new playbooks by duplicat...Leia mais
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 Leia mais
Thanks for the tag @kvlschaefer . Since we're using most of the Hubs at their highest level, we're already using Playbooks, but I'm definitely happy...Leia mais
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 Leia mais
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 ...Leia mais
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 Leia mais
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. ...Leia mais
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 Leia mais
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 Leia mais
Hey @fairinstitute ,
Currently HubSpot only supports Stripe payments via the Quotes tool so renewal payments are not currently possible inside...Leia mais
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 Leia mais
Hi @hssandesh ,
When setting up your chatflow, there is an option to automatically assign chat to specific users and team members. See the b...Leia mais