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BWeil13 on March 28, 2023
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
Hall of Famer | Partner
March 28, 2023 08:25
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. more
InciteJoe on March 23, 2023
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
0 upvote
1 Reply
Top Contributor | Partner
March 23, 2023 03:37
Hi @InciteJoe , Yes, there is a way to work around this with a workflow with a combination of contact/deal triggers. Try using the if/ more
SJeremias on March 14, 2023
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.
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 14, 2023 06:01
Hi @SJeremias , This is possible but an Enterprise feature: more
Dan1 on March 01, 2023
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
2 Replies
Top Contributor
March 01, 2023 07:32
Thanks @MiaSrebrnjak , the HubSpot product team are on fire 🔥 !! So much good stuff coming out.
pjungaker on February 22, 2023
How do you get efficient B2B sales when customers are going through communication fatigue? Join our webinar, 9th of March, to get 5 tangible dos and don’ts to navigate and prioritise your sales efforts. 5 dos and don'ts for effici read more
1 Reply
Thought Leader | Elite Partner
February 22, 2023 05:44
Thanks for the heads up @pjungaker !
JohnReesWhite on February 21, 2023
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
0 upvote
2 Replies
February 21, 2023 06:14
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 more
ASarker on February 14, 2023
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
0 upvote
2 Replies
Accepted Solution
Key Advisor
February 15, 2023 01:20
Hi @ASarker Adding to @himanshurauthan 's points, you can use the existing "deal type" property in HubSpot, which can be customised to more
StephanieYoung on February 08, 2023
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
February 09, 2023 06:30
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 more
PeterS72 on January 14, 2023
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
0 upvote
1 Reply
January 14, 2023 15:27
One way to track ecommerce transactions in HubSpot is to set up an integration with your ecommerce platform, such as Shopify or Magento. more
ChristelleH on January 10, 2023
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
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
January 10, 2023 04:49
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 more
ChristelleH on January 05, 2023
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
1 upvote
2 Replies
Accepted Solution
Thought Leader | Elite Partner
January 05, 2023 05:53
@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 more
EBrambilla on December 02, 2022
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
1 upvote
3 Replies
Accepted Solution
Thought Leader | Elite Partner
December 02, 2022 13:25
@EBrambilla what about a property (maybe in the Deal object) that lists the varying services, along with resources that explain them in details, more
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