Tips, Tricks & Best Practices

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Jwberry on August 31, 2020
Quite often Users ask for help with meetings, and so often what they want is just not possible.. like editing the default confirmation email that is sent after the meeting is booked. But wait!?!?!?!??!? WOrKARouNd!! 🕺 There's a cleve read more
16 upvotes
7 Replies
Participant
June 03, 2022 11:38
In this custom reminder email, it would be helpful to include what exact TIME the upcoming meeting will occur. When trying to add the contact propert...read more
kwiederhold on June 10, 2020
Verena Wiederhold HubSpotter since May of 2019 | Jun. 10. 2020 Key concepts: Contact Management Strategy, Time Management, Personalized Communication, Trust. My name is Verena Wiederhold, Customer Support Speciali read more
7 upvotes
2 Replies
Contributor
July 24, 2020 12:29
Hi, What are some good guidelines for filtering out old contacts? We have a lot of contacts that have not been properly categorized and I would ...read more
adelcastillo on June 07, 2020
Creating a Strategic Culture with HubSpot Andres Del Castillo Industrial Engineer and M.B.A. HubSpotter since October of 2019 | Jun. 7. 2020 As part of the strategic posts that we have been creating over the last weeks, we wa read more
3 upvotes
0 Reply
Solved
Angelamr on October 16, 2019
Hi there, What do you do with the lead status of a contact when that contact becomes a customer? We have currently 5 different lead status: - New - In progress - Remarketing - Unqualified - Duplicate It is worth it to create anothe read more
0 upvote
5 Replies
Accepted Solution
Thought Leader
October 16, 2019 00:24
Lots of discussion around the combined use of Lifecycle Stage + Lead Status. - see Difficulty reporting due to deletion of Became x Lifecycle Stage ...read more
Solved
Amartaprao on October 04, 2019
Hi, I'm looking for some best practice advice on organizing leads that are in my pipeline that is ultimately lost, for now, however, they are good fit companies that haven't gone with another solution. Some may be waiting for features, som read more
2 upvotes
3 Replies
Accepted Solution
Most Valuable Member | Elite Partner
October 04, 2019 09:47
Hi @Amartaprao I recommend that you move the deals to closed lost but: Switch 'closed lost reason' to a dropdown select so you can s...read more
Solved
AMS_Andy on September 24, 2019
We built an app, https://amsnetwork.ca , we'd like to build a open community to ask questions, share feedback and make feature requests. Very similar to what what community.hubspot.com is. My question is, are there any products out there that do t read more
3 upvotes
2 Replies
Accepted Solution
Community Manager
September 25, 2019 10:49
Hi @AMS_Andy , The HubSpot Community is hosted by a third party vendor, Khoros . For a full list of integrations available with HubSpo...read more
Solved
HJ1 on July 02, 2019
Hi, I'm to Hubspot and just setting up. My biz model is a broker model so I need to track two distinctly different kinds of data. I have the end users (several individuals within a company that are looking for the service I broker, Then I have the c read more
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Platinum Partner
July 02, 2019 09:39
@HJ1 , My opinion based on what you've told me would be to maintain one database and tag the different data types appropriately. It should be...read more
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