Supercharge Your Lead Generation – Tips, Tricks, and Best Practices

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Jon_HomePoint on December 13, 2024
What has anyone seen be the best ways to provide easily accessable sales training materials to reps for viewing both on their own as well as quickly accessable when on a call. Between Documents and snippets and the delination between for internal us read more
IanHarber on December 13, 2024
Is it possible for users to create Gift Subscriptions? Similar to Substack's ability. They can purchase a subscription in someone else's name and gift it to them for a certain amount of time and then it can be rolled over to the other person somewhe read more
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MWolters on December 13, 2024
Hallo Team, ich überarbeite aktuell unsere Onboarding Pipeline. Tickets werden automatisch nach dem Ausfüllen eines Formulars erstellt und landen in der Phase 1 Open. Dabei wird ein Workflows getriggert und die Tickets in der Onboarding Pipelin read more
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Key Advisor
December 13, 2024
Hi @MWolters Wie hast du denn dein Zuordnungslabel angelegt, als einfaches Label oder als Paar (mit unterschiedlichen Labels). Mein Vo...read more
SBencheikh on December 13, 2024
Hello, I would like to create a report that gives me the list of all the companies for whom we worked in the past (so we have a won opportunities) and with which we didn't have a contact in the last 12 months. Example : I was working with read more
0 upvote
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Member
December 13, 2024
Hi @SBencheikh , Directly creating company list would be a better option for your situation. You can access it by clicking CRM -> Lists ->...read more
OphélieHerbaut on December 13, 2024
Hello, today we have the free tools from HubSpot. I would like to subscribe to the starter marketing platform with a paid license. Will salespeople still be able to continue using free CRM? Or will they also need to have a license?
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AHucks on December 13, 2024
In a workflow, when rotating a record and using the Team option - does it rotate between users on that team? So it behaves the same as rotating to specific users, just that the specifics users are members of the team?
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Recognized Expert | Diamond Partner
December 13, 2024
Yes, that is correct. Note, it would only rotate to users with a Pro or Enterprise seat though (Sales or Service). Josh

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