In our communications with leads, we use a "regular" Round Robin meeting link to showcase the widest range of available time slots to encourage bookings. Leads are then assigned to the sales team member they were booked with. We're facing the read more

Hi there We need to have different quotes templates. What I didn't discover so far is, how (as a user) to choose from the different templates, when the user is in the process of creating a quote. The way I did it: deals --> quotes --> add read more

Hello, we are using the new prospecting Lead tool. Basis is company (not contact). I am wondering: - where do I find the disqualification reasons - where do I find the Lead disqualification notice - and how can I implement the diqualification r read more

We want to segment leads based on the type of product we can offer them. Would it be possible to use the lead type property for this? Would we be able to setup reporting showing the amount of leads received per month, by type of lead and per read more

Hi, Can anyone advise how to create new pipelines in the prospecting tool? Thank you. Daniel

Hi all. I am an business development agency. My main function is finding business that wants to work with the companies I represent. I have 11 companies that I represent. Any business that I find that might be I interested in 1 or the 11 read more

Is there any way to pass meeting information to a redirected custom confirmation page? Right now if we have enabled a custom redirect, it just shows this simple confirmation icon for 3s and then redirects to our url with a bunch of tracking paramete read more

Workspaces -> Prospecting -> Your Leads If I change lifestyle stage to lead or lead status to new or open it does not auto populate to "your leads". How do I this from the contact record and quickly?

Outreach makes these claims when providing a comparison between Outreach and HubSpot. However, I know that several of these claims are inaccurate. Can you help me fact-check and provide evidence to challenge these statements? It feels like they may read more

Hello! We have started using Teams webinars (Not regular Teams meetings as webinar) but are encountering an issue with permissions, and I am an admin everywhere, yet I can't see where in the process I'm missing a permission. Does anyone have a read more

Good day, colleagues, We recently revealed the Prospecting tool and would like to use it. We want all inbound and outbound leads to monitor it and track the progress. The process with Outbound leads is straightforward. AEs create leads there read more

Hi everyone, I’m facing a challenging issue and could really use your help! I need to create a personalized token for my quotes template using a custom object (Vessel). Unfortunately, I’ve realized that directly pulling custom object properties read more