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JWat le Novembre 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 Lire la suite
0 Mention J'aime
1 Réponse
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Novembre 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...Lire la suite
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TChappell5 le Octobre 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 Lire la suite
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6 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Octobre 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...Lire la suite
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JvanSchaick le Juillet 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 Lire la suite
1 Mention J'aime
2 Réponses
Solution Acceptée
Conseiller clé | Partenaire solutions
Juillet 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...Lire la suite
jforte le Juillet 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 Lire la suite
Gestionnaire de communauté
Août 09, 2024 08:18
Thanks so much for sharing @jforte ! This is great!! ⭐
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Edyta7510 le Janvier 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 Lire la suite
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Janvier 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 ...Lire la suite
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Edyta7510 le Août 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 Lire la suite
Solution Acceptée
Conseiller clé | Partenaire solutions Diamond
Août 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...Lire la suite
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Branikita le Novembre 09, 2021
Cards in pipeline are sorted in a wrong order. It happened for all our pipelines
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5 Réponses
Solution Acceptée
Expert reconnu | Partenaire solutions Diamond
Novembre 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...Lire la suite
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