In our business, we have very cyclical timelines for our sales process. If a deal does not go through our pipeline within the determined amount of time (ie X date), we move them to Closed Lost. However, sometimes our closed lost deals reapply and in read more
I am using the Business Units feature in my portal, I know it doesn't currently work on deals so I was looking for a work around using a workflow.
E.g. if a contact is under Business Unit A then add any deal associated to them int read more
Should we use Buying Roles or Association Labels?
Is a question that is popping up more and more, so hopefully this helps to bring a little bit of clarity on the current situation.
As HubSpot customers ourselves read more
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5 dos and don'ts for effici read more
Hi there, we use hubspot to manage a variety of different customers. Some of our customers just buy one thing (that's easy enough), however for other customers our goal is to sell them a variety of products/services over the course of the year. read more
For example - Let's say there's a deal for customer A running from Feb 14th, 2023 to Feb 13th 2024. Now let's assume customer A renewed their contract for another 12 months on Feb 14th 2024. What's the best way to tag the second deal to make read more
We use Hubspot primarily as a way to market to our prospective candidates - they are saved as Contacts and the branches and companies they work for are saved as Companies (parent and child). I'm looking for best practices around tracking job hist read more
I was curious if folks had thoughts on the best way to track ecommerce transactions in Hubspot. What comes to mind is a workflow that automatically creates a closed/Won deal for every transaction. My hesitation is the potential number of deals t read more
Hi all! When you open a deal, there is a left panel with a "About this deal" part. I would like to make a property called "Closed lost reason" appears in that left part only when a deal is moved to the "Closed lost" column. This way we d read more
Hi all! When I click on a task title, it redirects to the associated company of the task. This does not suit our organisation. Indeed, we might have several deals open for the same company. So when we open a task by clicking on the titl read more
Hello! I'm new in Hubspot and we're setting up the system in our company. I would to have some tips about the best practice to manage alternative deals. I mean, we sell complex automation and safety products. Technically we can offer two, three or read more