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
Hi @BWeil13 ,
Eventually this comes down to the question for how long you'd consider a deal dormant and from which point on it's closed lost. ...read more
Hello,
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
would be nice if we could LOCK the price on the deals page so users cannot modify it. any other suggestions out there to prevent this from happening? and yes we are using the approval process.
Hi @SJeremias ,
This is possible but an Enterprise feature: https://knowledge.hubspot.com/account/restrict-view-edit-access-for-properties
...read more
Hi All,
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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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
Thanks @danmoyle appreciate the response - this seems like a bit of an omission (at least from where I'm looking), upselling into accounts is a pre...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
Unfortunately, I have pinned notes on many of my contacts, already - usually when there's a specific reason we are or are not pursuing someone. And ...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
One way to track ecommerce transactions in HubSpot is to set up an integration with your ecommerce platform, such as Shopify or Magento. Th...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 @ChristelleH ,
There is a feature for that but it's an Enterprise feature. (If you're using the free CRM, a Starter or Professional subscri...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
@ChristelleH that's a really good find. In my testing, if there are associated contacts, the task takes me to one of the contacts. If none, it take...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
@EBrambilla what about a property (maybe in the Deal object) that lists the varying services, along with resources that explain them in details, wh...read more