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mai 13, 20227:34 PM - modifié mai 14, 20227:52 AM
Membre irremplaçable | Partenaire solutions Diamond
Creating a record of property changes
Résolue
Hi @LizaMischel are you hoping for this to be automated, like setting the marketing notes/log property through a workflow? or are you imagining your marketing team to manually update these properties?
If you're trying manual first, one thing you could test is to have the marketing team put the information in a note, then they can pin the note to the top of the contact record to easily find and update later. Once the lead converts, marketing can change the association of the note to include the deal.
I'm going to edit my reply here to clarify my intention - that if your team is small enough to do this manually, and it will increase the likelihood that your sales team become adopters of the platform, it would be worth the effort until they are better able to navigate the activity feed, properties, etc.
There are many teams that struggle with aligning sales and marketing, sometimes because the marketing side can seem complex to sales and they don't know where to go, and this method of spoon-feeding information can be helpful in overcoming the hurdle. Sometimes marketing has to get scrappy to help hold sales accountable to their SLA (hopefully you have one of these, maybe it is something you need to modify to help make sales more accountable).
Obviously, if you are a large organization with a large team and large volume of leads, this is not going to work. I was going off of the assumption that you might be a smaller team because you aren't running Operations Hub Professional.
If my reply answered your question please mark it as a solution to make it easier for others to find.
I would echo the suggestion by @ChrisoKlepke, the activity timeline contains this information, only that it's presented in a different way.
There are ways to custom code this, as @ChrisoKlepke has already pointed out, but I'd recommend not going down that path and instead enabling the sales team to get more familiar with the HubSpot way of doing things.
This is important because the activity feed is connected with other tools, the note would not be. If sales reps only look at that note, they would lose the ability to:
click through a form submission entry in the timeline to see the landing page
correctly associate activities with additional records
comment on activities and tag colleagues
In other words, you'll get more value out of the tool and potentially better alignment with sales.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
mai 13, 20227:34 PM - modifié mai 14, 20227:52 AM
Membre irremplaçable | Partenaire solutions Diamond
Creating a record of property changes
Résolue
Hi @LizaMischel are you hoping for this to be automated, like setting the marketing notes/log property through a workflow? or are you imagining your marketing team to manually update these properties?
If you're trying manual first, one thing you could test is to have the marketing team put the information in a note, then they can pin the note to the top of the contact record to easily find and update later. Once the lead converts, marketing can change the association of the note to include the deal.
I'm going to edit my reply here to clarify my intention - that if your team is small enough to do this manually, and it will increase the likelihood that your sales team become adopters of the platform, it would be worth the effort until they are better able to navigate the activity feed, properties, etc.
There are many teams that struggle with aligning sales and marketing, sometimes because the marketing side can seem complex to sales and they don't know where to go, and this method of spoon-feeding information can be helpful in overcoming the hurdle. Sometimes marketing has to get scrappy to help hold sales accountable to their SLA (hopefully you have one of these, maybe it is something you need to modify to help make sales more accountable).
Obviously, if you are a large organization with a large team and large volume of leads, this is not going to work. I was going off of the assumption that you might be a smaller team because you aren't running Operations Hub Professional.
If my reply answered your question please mark it as a solution to make it easier for others to find.
@LizaMischel , that's unfortunate. Then I don't think I can really help you there.
Have you thought about other ways to surface that information to your team? Maybe though filtering the timeline to form submissions or similar? What are the issues with the visibility that you get with the timeline?
I would echo the suggestion by @ChrisoKlepke, the activity timeline contains this information, only that it's presented in a different way.
There are ways to custom code this, as @ChrisoKlepke has already pointed out, but I'd recommend not going down that path and instead enabling the sales team to get more familiar with the HubSpot way of doing things.
This is important because the activity feed is connected with other tools, the note would not be. If sales reps only look at that note, they would lose the ability to:
click through a form submission entry in the timeline to see the landing page
correctly associate activities with additional records
comment on activities and tag colleagues
In other words, you'll get more value out of the tool and potentially better alignment with sales.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer