Hi everyone, I’m looking for the best way to manage our BDR team’s outbound efforts within HubSpot Sales Workspace. We want to keep our hunting efforts well-organized and aligned with the CRM, but I have some doubts about the best approach. Specif Beitrag ansehen
Hi, I need help finding out how to change a sales rep's name on an existing quote. I want to do this (a) when reps leave or (b) when traveling, and we must create one when they are in transit. We have been rewriting quotes from scratch, which is a Beitrag ansehen
Hi @lellis ,
If a quote is created from a deal, the deal owner is automatically assigned as the quote owner/sender. Unfortunately, HubSpot c...Beitrag ansehen
Hello! First time poster, so I apologise if I'm missing any rules. I use Marketing and Sales hub, and schedule demos through the Hubspot meeting scheduler. Whenever a meeting is booked, a deal is autocreated via workflows and added to my pipeline. Beitrag ansehen
Hi @03442 ,
If the deal is created via workflow, it's likely a simple matter:
In your workflow, before the deal creation, add a five minut...Beitrag ansehen
Hi, I'm wondering how to make a workflow that gets triggered when a quote is published. We don't have approvals for quotes turned on, but I want to have something that says when someone clicks publish quote, a message will get sent to an interna Beitrag ansehen
Hi @MRoberts8 ,
Unfortunately, I don't believe it is possible to enroll a quote in the workflow when a quote is published.
As a workarou...Beitrag ansehen
Hi! In the Prospecting Tool, what would you suggest we do with the leads that were marked as "Qualified", but then we lost the Deal? Do we double back and then mark them as "Disqualified"? Just in general, trying to understand how to close Beitrag ansehen
Hi @fonzieMT ,
I think there's a lot of room for nuance here based on your type of business and your leads.
I tend to think of "qualifi...Beitrag ansehen
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 Beitrag ansehen
Hi, I'm Winnie the Playbooks PM. We just went into Private Beta with Conditional Properties in Playbooks this week. It allows for dependent ...Beitrag ansehen
We want to set up a min value of 0 for lead scoring. The way we have lead scoring set up currently is to deducts points after a time lapse in engagement. To prevent negative scores, we created a custome property (Active engagement) to be used in i Beitrag ansehen
@karstenkoehler - If the score is negative, it is challenging to spot the burst of activity hence the score becomes unreliable. Is there a way to r...Beitrag ansehen
One of the questions I am being asked from IT is if we can change the email that Hubspot sends notifications from - tagging posts, workflows, and other 'no reply' type emails. The big concern is spoofing Hubspot emails and getting our users to Beitrag ansehen
Hi @JKrantz ,
Unfortunately no, this is not possible.
All notifications that relate to record changes can be set up as custom notificati...Beitrag ansehen
Hi @rmaza ,
It is in contact-based workflows, see here https://knowledge.hubspot.com/sequences/enroll-and-unenroll-contacts-in-sequences-usin...Beitrag ansehen
I want to change the user to which an activity is assigned to. Is there any way I can edit it after creating it? Or are there other ways I can select to which user it is assigned to before logging an activity in a deal. Thanks in advanced!
Hi @KS_03 it depends on the activity you are trying to log.
Notes and logged calls are user generated so you can't change the user.
Tasks ...Beitrag ansehen
Hi! I'm trying to create a Workflow that perform certain actions (trigger email, move a deal, create a task) to my team when there is a Deal with the same property as another Deal in that pipeline. I can only sell 1 service per day so that propert Beitrag ansehen
Thanks for the reply! However, I don't think this is what I'm looking for, because I'd like to caputre my customer's requests (for tracking purposes)...Beitrag ansehen
Hello, I am interested in using lifecycle stages to track conversions from MQL to SQL to Opportunity. However, we often have contacts that could be interested in more then one business line at the same time. So they could be a Lead for one busin Beitrag ansehen
Hi @AGarrity10
It sounds like you need to create custom lifecycle properties for each business line, so that you can track progress along th...Beitrag ansehen