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Kaluginbill on Maio 29, 2024
I cannot get the "Forecasted Revenue" Goal feature to work - every time I click "create goal" and then choose this option, it just gives me the spinning blue circle of death: I tried logging out, clearing my cache and cookies and it still w Leia mais
0 avaliações positivas
2 Respostas
Participante
Maio 30, 2024 14:06
I updated Chrome, cleared my cache and browser history, and tried in incognito. The Revenue goal works, but the Forecasted Revenue does not work. ...Leia mais
Solucionado
mattbaranello on Maio 28, 2024
Is anyone else annoyed by the fact that activities don't seem to associate to a specific lead you are working? For example, I only want to see the context of what's happening in the contact record preview that has to do with the lead I am assigned. Leia mais
1 avaliações positivas
6 Respostas
Accepted Solution
Participante de valor | Parceiro Elite
Maio 29, 2024 08:54
@mattbaranello agree that filtering your contact record is the best way to limit the activity to the items you created only - your filters will be ...Leia mais
MArgast on Maio 28, 2024
It would be great to be able to assign a task to another user on the follow up tasks. Especially in the app when sales reps are on the road, they can assign the task to the inside sales rep. This will help with inside and outside collaboration as Leia mais
0 avaliações positivas
1 Respostas
Especialista reconhecido(a) | Parceiro Platinum
Maio 28, 2024 09:43
Hi @MArgast , A task for follow-up can be reassigned after it has been created on both the desktop and mobile version. I believe what you're...Leia mais
carlosterre on Maio 27, 2024
There is currently no option to "clone" a group Meeting link , while there is a "clone" option for 1on1 meeting links. The value of a "clone" option is very small for 1on1 links, since all such links will likely be different, whereas for gr Leia mais
0 avaliações positivas
1 Respostas
Colaborador(a)
Maio 28, 2024 00:50
Hi @carlosterre , Will advise you to add the suggestion on to the idea portal of the community where HubSpot product teams review the ideas and ...Leia mais
BJavalla on Maio 27, 2024
Hi, We are currently exploring a way on how to view our Deals on the map to properly visualize how we are performing in different locations and help us in prospecting. We tried Mapsly and Geomapper through Hubspot Marketplace. Leia mais
0 avaliações positivas
3 Respostas
Participante de valor | Parceiro Elite
Maio 29, 2024 14:56
@BJavalla I've chatted with some colleagues (Brigette, Saul, Juli) and here's what they're thinking. I think it would be applicable to stan...Leia mais
heatherlodge on Maio 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 Leia mais
0 avaliações positivas
3 Respostas
Top colaborador(a) | Parceiro
Maio 29, 2024 04:58
Hi @heatherlodge , How are you reporting conversion metrics? Using a funnel report? What you could do is when a self-service deal is created,...Leia mais
SAdmin72 on Maio 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 Leia mais
0 avaliações positivas
5 Respostas
Orientador(a) | Parceiro Elite
Maio 28, 2024 10:47
@SAdmin72 - There is a new product update which adds Users as an object to your portal. You'll then be able to create a User-based workflow: ...Leia mais
CarlosSal07 on Maio 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 Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Maio 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 happening:...Leia mais
DBurdin on Maio 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 avaliações positivas
2 Respostas
Colaborador(a)
Maio 28, 2024 06:14
Hi @DBurdin , I think you should be able to achieve this with Line Pilot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/li...Leia mais
Solucionado
RevOpsEli on Maio 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 Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Orientador(a) | Parceiro Elite
Maio 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 source...Leia mais
Solucionado
Esselbee318 on Maio 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 Leia mais
0 avaliações positivas
1 Respostas
Accepted Solution
Especialista reconhecido(a) | Parceiro Platinum
Maio 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 experienc...Leia mais
Solucionado
TChappell5 on Maio 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 Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Maio 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 d...Leia mais
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