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Tips, Tricks & Best Practices

Pesquise soluções em Tips, Tricks & Best Practices ou faça uma pergunta

Jwberry on Agosto 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 Leia mais

Responder Ask Me Anything How To

20 avaliações positivas

9 Respostas

kvlschaefer

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

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 Leia mais

Responder Ask Me Anything How To

7 avaliações positivas

2 Respostas

Shinojosa

Colaborador(a)

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

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

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3 avaliações positivas

0 Respostas

Solucionado

Angelamr on Outubro 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 Leia mais

Responder Ask Me Anything

0 avaliações positivas

5 Respostas

Accepted Solution

MFrankJohnson

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

Solucionado

Amartaprao on Outubro 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 Leia mais

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2 avaliações positivas

3 Respostas

Accepted Solution

Phil_Vallender

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

Solucionado

AMS_Andy on Setembro 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 Leia mais

Responder Ask Me Anything How To

4 avaliações positivas

4 Respostas

Accepted Solution

jennysowyrda

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

Solucionado

HJ1 on Julho 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 Leia mais

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0 avaliações positivas

1 Respostas

Accepted Solution

Josh

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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