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heatherlodge on May 23, 2024
I'm working with a SLG SaaS client that moving towards a self-service/PLG model. They have asked how the self-serve leads will impact their current Deals pipeline - what stage they will be in, etc. My gut tells me that self-serve does not need read more
0 upvote
1 Reply
Top Contributor | Partner
May 23, 2024 08:43
Hi @heatherlodge , For successful self-service purchases I would just put these deals straight into the Closed Won Deal Stage. If more
SAdmin72 on May 23, 2024
We are looking to report on the Extra Team the Deal Owner is assigned to. For this we want to update the Extra Team value on the Deal. In the Workflow under Enumeration Properties, we can see Hubspot Team. How do we get the Extra Team field to show read more
0 upvote
3 Replies
Guide | Elite Partner
May 24, 2024 04:20
@SAdmin72 - Would it work to trigger the workflow off the Deal Owner, grouping them by Extra Team. E.g Bob and Karen are in the Extra Team 'Tech more
CarlosSal07 on May 22, 2024
As noted in the subject, all my tasks are completed, but the sequence won't move to 100%. It get's stuck to around 99.88% and therefore I cannot move them to the next step as I have it under "Pauses Sequence". All tasks are completed and have b read more
0 upvote
1 Reply
Community Manager
May 23, 2024 03:20
Hi @CarlosSal07 , Thank you for reaching out to the Community! I'd like to ask clarifying questions to make sure we understand what's more
DBurdin on May 22, 2024
Does anyone know if there is a way to link/group products together in the quoting module? Example: Select one product which needs two other parts to be sold with it, can hubspot select all three without me manually doing it?
0 upvote
1 Reply
May 22, 2024 08:19
Hi @DBurdin Currently I do not believe this is possible in HubSpot. Please see his other thread here by others asking for a similar feature more
RevOpsEli on May 21, 2024
I am having quite a few problems gaining visibility into the conversion from one Stage to another of Leads in the Prospecting module. Just as we have visibility in reports of the funnel or conversion % in the Lifecycle Stages and the stages of t read more
0 upvote
2 Replies
Accepted Solution
Guide | Elite Partner
May 21, 2024 08:11
Hey @RevOpsEli - I'd recommend either building out a dataset or using formula fields in a custom report, both with Leads as the primary data more
Esselbee318 on May 17, 2024
I am the marketing director at our company and long time hubspot enterprise user. I'm struggling with how and when our sales department creates deals. My understanding of a deal is: you create a deal when a contact takes an action that could lead t read more
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Platinum Partner
May 17, 2024 13:46
Hi @Esselbee318 , This is somewhat subjective, but our agency works primarily in the manufacturing space so I'll answer based on our more
TChappell5 on May 15, 2024
Is there a way to utilize a workflow so if a user sends an email along with tracking that will add a Task to their to-do list to follow up if that email has not been opened in x amount of days? I can see how to add the email open as a trigger for a read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 15, 2024 10:04
Hi @TChappell5 , This is easiest done using workflow goals. You would simply enroll contacts when the email was sent, then add a delay for 5 more
PropelYachts on May 15, 2024
I setup all the calendars but if you open on Mobile is showing an error message
0 upvote
1 Reply
Community Manager
May 15, 2024 19:42
Hey @PropelYachts thank you for posting in our Community! I'm sorry to hear that you're experiencing difficulties with the meeting link on more
AZlotko on May 14, 2024
Hello, My HubSpot interface was updated today. Now, I can't find the 'Meetings' menu, which was previously a submenu under 'Sales'. I'm not sure where to adjust the meeting booking settings now
2 Replies
Accepted Solution
Thought Leader | Platinum Partner
May 14, 2024 15:17
Hey @AZlotko just follow this library >Meetings scheduler
YGong6 on May 13, 2024
Hi community! I am looking for more customization options available for HubSpot chatflows. Currently, we can only edit the header colors. I would expect a future update to offer more styling varieties, such as font, icon size and color, and ch read more
1 upvote
1 Reply
May 14, 2024 00:40
Hi @YGong6 , You can update this idea on the idea portal of the community. The HubSpot product team review these ideas, and if they seem more
niederberger on May 13, 2024
Hello Together I'm wondering how you manage the Company Leads within the new Prospecting Tool. It's possible to create a list and get the Lead name out but not all the details. Within the tool it self you only see your own Leads. My question read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 14, 2024 00:27
Hi @niederberger , If the marketing team wants to keep track of where certain records (contacts or companies) are in the lead pipeline, you more
averyguest on May 10, 2024
Currently the prospecting dashboard is helpful for changing lead stages and seeing new leads, but not for actually completing tasks that come with sequences - ie sending emails. You can open the task dashboard and it allows you to check things read more
2 Replies
Top Contributor
May 16, 2024 14:55
Hi @PamCotton , I don't really have anything to add to @averyguest 's dilemma. It sounds like a workaround has been identified, but it causes more
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