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Tips, Tricks & Best Practices

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Jwberry on August 31, 2020

Workaround - Custom meeting reminder / email follow ups

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

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20 upvotes

9 Replies

kvlschaefer

Community Manager

April 17, 2023 06:00

Hi @aalthaus_revriv , Thank you for sharing your workaround with the Community! 🙂 I would recommend subscribing to this submitted idea ...read more

kwiederhold on June 10, 2020

Why Keep Your Database Clean?

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

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7 upvotes

2 Replies

Shinojosa

Contributor

July 24, 2020 15:29

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

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

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3 upvotes

0 Reply

Solved

Angelamr on October 16, 2019

Lead status when lifecycle stage became customer

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

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0 upvote

5 Replies

Accepted Solution

MFrankJohnson

Thought Leader

October 16, 2019 03:24

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

Lead Management Techniques for Lost Deals

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

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2 upvotes

3 Replies

Accepted Solution

Phil_Vallender

Most Valuable Member | Diamond Partner

October 04, 2019 12:47

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

Creating a Community & Forum

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

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4 upvotes

4 Replies

Accepted Solution

jennysowyrda

Community Manager

September 25, 2019 13:49

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

Database Setup

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

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0 upvote

1 Reply

Accepted Solution

Josh

Recognized Expert | Platinum Partner

July 02, 2019 12:39

@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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