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JWat on November 19, 2024
We are wanting to create a scoreboard that recognises that not all sales team activities are created equal. The scoreboard needs to give each team member a live score as to their sales activities with - for example: 1 point for a completed phon Beitrag ansehen
0 Likes
1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
November 19, 2024 07:09
Hi @JWat , This can be achieved with a contact engagement score in the new lead scoring tool: https://knowledge.hubspot.com/scoring/understan...Beitrag ansehen
Gelöst
TChappell5 on Oktober 28, 2024
All of the sudden I have lost the colors displaying on all of my dashboard graphs. This is not happening for other users but I use mine to create our training docs so it's imperative I find a resolution. I have cleared by cache/cookies and restart Beitrag ansehen
0 Likes
6 Antworten
Akzeptierte Lösung
Berühmtheit | Partner
Oktober 28, 2024 15:42
@TChappell5 that means it's a browser issue. Can you disable all extensions and try again? If it works, re-enable them one by one to identify the o...Beitrag ansehen
Gelöst
JvanSchaick on Juli 16, 2024
Does anyone have a presentation with HubSpot sales best practices? I'm eager to integrate more best practices but am still in the process of deciding what to incorporate. In our process, we've noticed that most setups with HubSpot don't effective Beitrag ansehen
1 Likes
2 Antworten
Akzeptierte Lösung
Autorität | Partner
Juli 16, 2024 06:35
Hey @JvanSchaick You can follow this ultimate sales process guide to help you set up and give an idea of how you can align the sales process i...Beitrag ansehen
jforte on Juli 16, 2024
If it's the first time you've heard about me or predictive models, risking ~650€ were already worth it. Let me tell you the tale of a simple RevOps champ with a simple desire, to find a better way to make pipe predictions. The Quest for Beitrag ansehen
Community-Manager/-in
August 09, 2024 08:18
Thanks so much for sharing @jforte ! This is great!! ⭐
Gelöst
Edyta7510 on Januar 25, 2023
Hi, Our company has a contact us form on our website. For a demo request (one of the request types), we're also asking the company to select from a dropdown menu the number of their subscribers. Beyond a certain threshold, we don't want to ro Beitrag ansehen
Akzeptierte Lösung
Berühmtheit | Partner
Januar 25, 2023 09:07
Hi @Edyta7510 , Theoretically, you could set up permissions in HubSpot in a way that these resellers only see what they need to update record ...Beitrag ansehen
Gelöst
Edyta7510 on August 01, 2022
Hi there! I need to pull a custom report that would show me how many attachments were added by sales reps to existing deals/accounts. Is there any way to pull this off in HubSpot? I would simply need to see #attachments by sales rep + #attac Beitrag ansehen
Akzeptierte Lösung
Autorität | Diamond Partner
August 01, 2022 06:23
Hey @Edyta7510 , Sorry to be the bearer of bad news but, unfortunately, this isn't possible with the native UI and I'm not confident you could...Beitrag ansehen
Gelöst
Branikita on November 09, 2021
Cards in pipeline are sorted in a wrong order. It happened for all our pipelines
0 Likes
5 Antworten
Akzeptierte Lösung
Trendsetter/-in | Diamond Partner
November 09, 2021 13:55
Hi @Branikita , In the top right corner where it says "Board Actions", choose sort. From there you can sort the order in which cards appear in...Beitrag ansehen
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