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Tips, Tricks & Best Practices

Rechercher Tips, Tricks & Best Practices pour des solutions ou poser une question

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EM1234 le Septembre 30, 2024

Managing and reporting on outbound sales

Hi, We currently have Sales, Service & Marketing hub subscriptions and I am wondering the best way to outreach to brands and report on it. Currently we are using sequences for out reach but do not feel this is the best process as when Lire la suite

Répondre Analytics Tools Reports Sales

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4 Réponses

Solution Acceptée

NMurray

HubSpot Employee

Septembre 30, 2024 23:29

Hello, @EM1234 😀 - Having subscriptions to HubSpot's Marketing, Sales & Service Hubs already puts you in a good spot here! Below are s...Lire la suite

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NatFrilay le Juillet 05, 2024

Deals category

I can see there are different filters for product in the deal section. Do you know the different between: Deal Type Deal Product Product Interest Thank you.

Répondre Analytics Tools best practices Deals

1 Mention J'aime

2 Réponses

Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Juillet 05, 2024 04:40

Hi @NatFrilay , Here is the official definition for deal type: Deal type: deal types allow you to categorize your deals. The default ...Lire la suite

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NatFrilay le Juin 29, 2024

Sales funnel

Hi, I just joined this new company. When a lead enters the sales funnel steps, the sales person can decide to push it backwards back to a nurture lead (stage 0) even if the lead has already reached an interest or opportunity stage(stage 1,2or3). Th Lire la suite

Répondre Analytics Tools Sales

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5 Réponses

Solution Acceptée

Jnix284

Au panthéon de la communauté

Juin 30, 2024 07:45

I agree with @karstenkoehler that changing it now if it's working for everyone isn't a good idea, with the caveat that you're new to the org and li...Lire la suite

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hey37 le Février 29, 2024

Difference between link tracking and coupon codes

So what I have used to track sales is coupon codes. When I place an ad, I give 25% off when a person uses a coupon code. The code tells me what ad they viewed to order from. For example REAL25 means the ad is placed on The REAL Chattanooga!! Fa Lire la suite

Répondre Analytics Tools

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2 Réponses

Solution Acceptée

Shadab_Khan

Guide | Partenaire solutions Elite

Février 29, 2024 20:49

Hi @hey37 , Great question about changing a process. So my recommendation is not only for this but in general with a Process change is ...Lire la suite

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MKhalid9 le Décembre 08, 2023

Uncheck checkbox values while importing in HubSpot

I want to Uncheck value of checkbox in my field in import sheet, how to do that? I am leaving my excel cell blank (to make it uncheck) but after importing, i have noticed that the value is still there in HubSpot. Seems like HubSpot doesn't recognize Lire la suite

Répondre Analytics Tools Professional Starter

1 Mention J'aime

5 Réponses

Solution Acceptée

danmoyle

Membre irremplaçable | Partenaire solutions Elite

Décembre 14, 2023 16:35

@MKhalid9 I'm glad my first answer was helpful, you're welcome. And yes, I think the Community is an amazing group of humans for sure. As fo...Lire la suite

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SCooper8 le Novembre 27, 2023

Monitoring and reporting quality checking within hubspot

Morning all, At the moment, we use a seperate excel spreadsheet to quality check the customer journey and data entered within HubSpot. I would like to manage this within HubSpot so we can identify, monitor, automate and build reporting aroun Lire la suite

Répondre Analytics Tools best practices How-To Workaround Workflows

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5 Réponses

Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Novembre 28, 2023 08:24

Hi @SCooper8 , HubSpot doesn't have anything that would serve as a one-stop-shop. There are the building blocks (see my previous reply) but th...Lire la suite

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TChappell5 le Octobre 27, 2023

Reporting on users

We are in the initial stages of rolling out HubSpot globally to our company. We are now working on user engagement and how to track that. I see where we can click under Security/Settings and see the 3 separate reports of User Logins/Exports/Securi Lire la suite

Répondre Analytics Tools

3 Mentions J'aime

5 Réponses

Solution Acceptée

DianaGomez

Gestionnaire de communauté

Août 21, 2024 08:47

Hi @NØlholm , Thanks for reaching out to the Community! At the moment you can track user log-ins by following the instructions outli...Lire la suite

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Kevin_Jorgensen le Mars 22, 2023

Need to calculate months since beginning of the year

For our sales reporting, we need to know the number of months that have transpired since the beginning of the year, such that the number increments by 1 at the beginning of the next month. So in Jan, the value = 1 (special case) and stays 1 through Lire la suite

Répondre Analytics Tools Calendar Sales

1 Mention J'aime

3 Réponses

Solution Acceptée

jolle

Expert reconnu | Partenaire solutions

Mars 22, 2023 17:14

Hey @Kevin_Jorgensen , thanks for reaching out! This is an interesting use case. It's not super fancy, but I'm wondering if you could create a...Lire la suite

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JZajac le Novembre 22, 2022

Sharing Leads

Hi Forum - first time posting here. We migrated to HubSpot ~1 year ago and are loving it. We use our CRM instance regularly, but there are definitely some best practices we should implement. We go to market through independent resellers and manufac Lire la suite

Répondre Analytics Tools

1 Mention J'aime

9 Réponses

Solution Acceptée

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Novembre 23, 2022 00:14

Hi @JZajac , 26 HubSpot portals for one business sound like a nightmare, to be honest. Not only is there a permanent risk of making changes in...Lire la suite

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