Tips, Tricks & Best Practices

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Jwberry on Agosto 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 Leia mais
20 avaliações positivas
9 Respostas
Gerente da Comunidade
Abril 17, 2023 06:00
Hi @aalthaus_revriv , Thank you for sharing your workaround with the Community! 🙂 I would recommend subscribing to this submitted idea ...Leia mais
kwiederhold on Junho 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 Leia mais
7 avaliações positivas
2 Respostas
Julho 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 ...Leia mais
adelcastillo on Junho 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 Leia mais
3 avaliações positivas
0 Respostas
Angelamr on Outubro 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 Leia mais
0 avaliações positivas
5 Respostas
Accepted Solution
Autoridade no assunto
Outubro 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 ...Leia mais
Amartaprao on Outubro 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 Leia mais
2 avaliações positivas
3 Respostas
Accepted Solution
Participante de valor | Parceiro Diamante
Outubro 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...Leia mais
AMS_Andy on Setembro 24, 2019
We built an app, , we'd like to build a open community to ask questions, share feedback and make feature requests. Very similar to what what is. My question is, are there any products out there that do t Leia mais
4 avaliações positivas
4 Respostas
Accepted Solution
Gerente da Comunidade
Setembro 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...Leia mais
HJ1 on Julho 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 Leia mais
0 avaliações positivas
1 Respostas
Accepted Solution
Especialista reconhecido(a) | Parceiro Platinum
Julho 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...Leia mais
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