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YPerdelwitz en Noviembre 30, 2024
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
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1 Respuestas
Miembro del salón de la fama | Partner
Noviembre 30, 2024 08:38
Hi @YPerdelwitz , The disqualification reason is a lead object property – when creating a custom report in the custom report builder, simply s...Leer más
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alext87 en Noviembre 26, 2024
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
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Noviembre 26, 2024 14:20
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
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DSantin1 en Noviembre 24, 2024
Hi, Can anyone advise how to create new pipelines in the prospecting tool? Thank you. Daniel
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Noviembre 24, 2024 12:01
Hi @DSantin1 , You can find instructions here: https://knowledge.hubspot.com/prospecting/set-up-leads#create-lead-pipelines-beta You m...Leer más
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DSantin1 en Noviembre 23, 2024
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
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5 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Noviembre 24, 2024 01:51
Hi @DSantin1 , I would recommend setting up separate pipelines for ach of those 11 companies: https://knowledge.hubspot.com/prospecting/set-u...Leer más
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genevagordon en Noviembre 21, 2024
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
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2 Respuestas
Solución Aceptada
Líder intelectual | Partner nivel Platinum
Noviembre 22, 2024 05:17
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
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JPadilla97 en Noviembre 21, 2024
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?
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3 Respuestas
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Asesor destacado
Noviembre 21, 2024 13:09
Hi @JPadilla97 No, leads is an additional object to contacts - the various "lead" names and properties floating around HubSpot can be confus...Leer más
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SEgeland en Noviembre 21, 2024
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
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1 Respuestas
Solución Aceptada
Asesor destacado | Partner
Noviembre 21, 2024 05:43
@SEgeland HubSpot and Outreach serve different purposes in the sales and marketing landscape. Kindly go through the articles mentioned below...Leer más
LBKoch en Noviembre 20, 2024
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
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1 Respuestas
Administrador de la comunidad
Noviembre 20, 2024 16:58
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
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ISmolin en Noviembre 18, 2024
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
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Noviembre 18, 2024 04:55
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
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CSiragaki en Noviembre 18, 2024
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
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2 Respuestas
Solución Aceptada
Colaborador líder
Noviembre 18, 2024 03:53
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
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Marie_ en Noviembre 18, 2024
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
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4 Respuestas
Solución Aceptada
Miembro
Noviembre 19, 2024 01:09
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
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Coverage en Noviembre 15, 2024
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
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4 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Noviembre 15, 2024 12:30
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
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