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 Leer más
Hi @YPerdelwitz ,
The disqualification reason is a lead object property – when creating a custom report in the custom report builder, simply s...Leer más
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 Leer más
Hi @alext87 ,
You can both use the existing property or create a new one - you'll be able to create those reports in both cases as long as you...Leer más
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 Leer más
Hi @DSantin1 ,
I would recommend setting up separate pipelines for ach of those 11 companies: https://knowledge.hubspot.com/prospecting/set-u...Leer más
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 Leer más
Hey @genevagordon this isn't possible at the moment unfortunately, meetings really doesn't allow any customisation outside of what's available in t...Leer más
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?
Hi @JPadilla97
No, leads is an additional object to contacts - the various "lead" names and properties floating around HubSpot can be confus...Leer más
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 Leer más
@SEgeland HubSpot and Outreach serve different purposes in the sales and marketing landscape. Kindly go through the articles mentioned below...Leer más
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 Leer más
Hey @LBKoch , thank you for posting in our Community!
It seems like the issue might stem from the integration or permissions setup between M...Leer más
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 Leer más
Hi @ISmolin ,
It could indeed be as simple as creating a custom "Inbound / outbound" lead property, using the existing "Lead type" property or...Leer más
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 Leer más
Hey @CSiragaki loved your line of business (grandson of a a codfish captain here!). You need to create a workflow on the object you can re-enroll ...Leer más
Hello Hubspot Experts We recently added the Sinch Message Media app to our Hubspot account to enable our sales team to send and recieve SMS messages via Hubspot (based in Australia, so can't use the HS function). The app doesn't log the SMS Leer más
Hi @Marie_ , I understand the challenge you are facing with the Sinch Message Media app not logging SMS messages as activities that count towards...Leer más
Hubspot moved the toolbar from a banner along the top of the page to along the left side of the screen. I used to be able to lock it at the beggining when the update happened, but that function was also taken away. Anytime my mouse goes anywhere n Leer más
Hi @Coverage ,
This has frustrated many user and has caused complaints but it doesn't look like the top menu will return. The reason for that ...Leer más