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CGoodwinOlsen on December 01, 2022

Set Marketing Contacts based on Association Labels?

Hi! Is it possible to use workflows to set Marketing Contact status, based also on a contact's association label? Our use case explained: A Deal may have multiple contacts associated, so 1 should always be tagged with the association label "P read more

Reply Contacts CRM Deals Enterprise Marketing Email Sales Workflows

0 upvote

2 Replies

Accepted Solution

karstenkoehler

Hall of Famer | Partner

December 01, 2022 01:42

Hi @CGoodwinOlsen , Since the association label refers to a relationship between two records, not a single record ( = contact), this can only ...read more

EConway on November 24, 2022

[Report] 2023 Sales Trends Report + UK Spotlight

📊 2023 Sales Trends Report + UK Spotlight 📊 Planning your sales strategy for 2023? Download now the report now. Did you know that in-person meetings were ranked the most effective sales channel in the UK? read more

Reply Academy Analytics Tools Announcement best practices Blog Calendar Connected Email Contacts CRM Dashboards Deals How-To Knowledge Base Quick Tutorial Sales Sequences

4 upvotes

1 Reply

Anjali1

Member

December 01, 2022 02:25

Sales

Solved

JVesta on November 09, 2022

Add Bulk Edit to Deals on Board View

I tried doing a Bulk Edit while in Boards, but it does not offer changing Deal Stages. In Deals List view you can bulk edit Deal Stage. Something your engineers may consider updating.

Reply Deals

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

November 09, 2022 09:42

Hi @JVesta , Another user has requested this before here: https://community.hubspot.com/t5/HubSpot-Ideas/Bulk-edit-deal-stage-from-Block-mode...read more

Simon_C on October 26, 2022

How to automatically create a Deal record via Conversations Inbox email channel

Hello HubSpot community! My name is Simon and I work on the HubSpot Support team. Currently HubSpot supports automated Ticket creation via the Conversations Inbox. Taking this further to the Deal object is not something that is currently read more

Reply Conversations Deals Sales Tickets Workaround Workflows

9 upvotes

7 Replies

Jnix284

Recognized Expert | Partner

October 28, 2022 10:27

@Simon_C super helpful, thank you! This will make it easier to update reports and get everything aligned properly between service and sales. I'm ex...read more

ChrisEriksson on October 19, 2022

Import line items into a Deal with same order

When I am importing line-items into a Deal the line-items does not show up in the same order as in the csv file and when creating a Quote all the rows are mixed. Is there a way to fix this in the csv file? Does Hubspot sort the rows in a specific lo read more

Reply best practices Deals How-To Workaround

0 upvote

1 Reply

kvonloesecke

Community Manager

October 20, 2022 04:53

Hi @ChrisEriksson , Thanks for reaching out! This is a great question 🙂 I would like to add our subject matter experts to thi...read more

Devitt on October 05, 2022

Deal Funnel Stage Dependencies

Hi! In order to have the most acurate funnel conversion report, I'm trying to find a way to have previous deal stages as requirements for moving a deal further down the funnel. For example - I don't want a rep to be able to move a deal from Stag read more

Reply Deals

0 upvote

1 Reply

webdew

Guide | Diamond Partner

October 05, 2022 20:50

Hey @Devitt , This is a concern for many Businesses like yours. But unfortunately this is currently not possible to mandate the deals to m...read more

Solved

Rajini on September 14, 2022

How do people handle products with a subscription in HubSpot

Hi all, We have recently switched to selling our product as a subscription rather than a one off payment. How do you handle subscription products in HubSpot? Specifically, how do you ensure you have accurate forecasting (ACR, ARR, MRR)? Than read more

Reply Deals

1 upvote

3 Replies

Accepted Solution

Chriso-mwx

Guide | Platinum Partner

September 15, 2022 05:51

@TiphaineCuisset , thank you for tagging me on this again 😉 Hey @Rajini , happy to give you some pointers here. There are multipl...read more

stuartbalcombe on August 10, 2022

How to connect product usage data to HubSpot

One thing that is often touted by dedicated customer success platforms that seems less common in the HubSpot community is pulling product usage data (or any other data from an external system) into the CRM for reporting and/or driving behavior based read more

Reply Deals Integrations Professional Workflows

5 upvotes

1 Reply

TiphaineCuisset

Community Manager

August 11, 2022 00:49

Hi @stuartbalcombe Thank you for sharing this with the community!!

jolle on August 05, 2022

Multi-Hub Use Case: Pipeline Re-enagement Campaigns

How many of you believe (or have clients have who believe) that the secret to growing a business is more new leads? It seems to check out — more new leads means more new opportunities to make a sale and expand that market that you serve. But wha read more

Reply best practices Campaigns CRM Deals Quick Tutorial Sales

6 upvotes

7 Replies

kvonloesecke

Community Manager

August 16, 2022 11:55

Hey @jolle , You're very welcome! 🙂 Thank you for helping out our community! Best, Kristen

Solved

Edyta7510 on August 01, 2022

Attachments on deals/companies - report

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 read more

Reply best practices Dashboards Deals Enterprise Reports Sales

1 upvote

2 Replies

Accepted Solution

Bryantworks

Key Advisor

August 01, 2022 03:23

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...read more

SClifford5 on July 13, 2022

End to End Sales Process Reporting

Hi All, We have a sales pipeline that has around 6 steps through where each one we are able report on the average days through it however what I want to be able to do is report on total time through the whole process (as well as broken down). read more

Reply Deals

0 upvote

5 Replies

SClifford5

Member

July 15, 2022 07:18

Hi Nicole, We have that calculation but we want to actual measure from prospecting stage (which isnt always the case that create/prospecting are ...read more

Solved

MattDean on July 05, 2022

Deal Close Date problems

Hi, I have set up a workflow that enables us to have a 'Close Quarter' instead of just a 'Close Date' based on what days deals close. 95% of the time this works great, however, there are issues when a sales rep changes the close date twice in 1 read more

Reply Deals

0 upvote

1 Reply

Accepted Solution

karstenkoehler

Hall of Famer | Partner

July 05, 2022 00:57

Hi @MattDean , Could you share your workflow? Generally, this sounds like a question of re-enrollment. For example, your deal workflow e...read more