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Justin_Graci on September 01, 2023
Ready to uplevel how you manage your tasks as a rep in Sales Hub? The all new prospecting workspace is built just for reps and allows you to become more efficent than ever. In this video @KSenette4 from Digital Reach Online Solut read more
1 upvote
0 Reply
Justin_Graci on September 01, 2023
Are you in search of better ways to manage your HubSpot deals? We have some tips to help you navigate your HubSpot deal pipeline like a pro! In this video, @tsprunk from SimpleStrat (and HubSpot hacks) is going to explore new read more
0 upvote
1 Reply
Member
October 14, 2023 15:12
Absolutely, it's great to see this post about managing deals in Sales Hub . Effective deal management is essential for sales success. Here's my app...read more
Justin_Graci on August 30, 2023
In this how-to video , @Yourfriend_adam from Remotish , shares how to setup lead form routing in HubSpot to shorten your time to book meetings with qualified leads in a seamless way. He also covers: - What Lead Form Routing in HubSpot read more
9 upvotes
3 Replies
HubSpot Employee
October 25, 2023 14:32
This deserves way more upvotes
Justin_Graci on August 29, 2023
In this video, @aschwanke from HubSpot solutions partner, Simple Strat shows you how to use AB testing for sequences in HubSpot to improve the outcome of your sequences, increase engagement, and hopefully lead to more conversions! read more
0 upvote
0 Reply
Solved
RicardoCampos on September 28, 2020
Hi, is there any option to know the readed post? I can see this option in each topic board: But, how can I mark a readed post? I can´t find a label or filter... Thanks!
0 upvote
1 Reply
Accepted solution
HubSpot Alumni
September 29, 2020 10:46
Hi @RicardoCampos , Thanks for reaching out. Currently, this is not a functionality of the tool. If you would like to see this implemented ...read more
Solved
SeanReid on September 22, 2020
Did you know that 42% of salespeople say that prospecting is the most difficult part of the sales process for them? That's a huge number that struggles with getting that right connection or trying to uncover whom they should speak with. This post is read more
2 upvotes
1 Reply
Accepted solution
HubSpot Alumni
September 22, 2020 09:17
Lead scoring is also a great way to maximize your priority setting when it comes to prospecting. I have a detailed guide here on how you can bring i...read more
SeanReid on September 22, 2020
When it comes to discussing prospecting with my clients, I often get asked if a call or an email is the best approach to make to try connect with a lead. The answer to this is of course " Try both! ", but in terms of first engagement, both have thei read more
0 upvote
1 Reply
HubSpot Alumni
September 22, 2020 08:51
Interested in how you could use sequences to help with your connect calls and emails together as a single process? Have a read of my guide here on h...read more
Solved
kaburke on September 16, 2020
I created the below as a project for one of my customers and within days, I was sharing it and changing it for multiple customers of mine so I wanted to share the non-personalized one here. This is the bare bones for setting up a simple HubSpot/Sa read more
12 upvotes
34 Replies
Accepted solution
Top Contributor | Diamond Partner
September 09, 2024 16:10
Hi @DvanBarneveld - duplicate Companies are a common issue in the integration. Here are a few resources to help: https://www.coastalconsu...read more
Solved
kaburke on September 09, 2020
A few months ago I came across a document that my US colleague Kit Lyman put together and I fell in love with the layout. I piggybacked on her amazing resource and built it out to include all of the different elements that need to be taken into c read more
16 upvotes
5 Replies
Accepted solution
Contributor | Elite Partner
August 17, 2022 15:37
@MortenL Stepping in for John here. Yes! It will create custom properties from the source portal. You can review all the custom properties scenario...read more
SeanReid on September 07, 2020
I've worked very closely with Sales teams for the past 4 years, and when I bring up sequences as a tool to use, I'm sometimes greeted with " But we do outbound prospecting also, how can it help us there? " However, I would always challenge them that read more
18 upvotes
7 Replies
Member
August 28, 2023 15:31
I am just getting started in sequences - what ACTUALLY starts the execution of the sequence? I don't see any buttons that says "start" or "schedule"...read more
Solved
Jwberry on August 31, 2020
Quite often Users ask for help with meetings, and so often what they want is just not possible.. like editing the default confirmation email that is sent after the meeting is booked. But wait!?!?!?!??!? WOrKARouNd!! 🕺 There's a cleve read more
28 upvotes
17 Replies
Accepted solution
Hall of Famer | Partner
October 04, 2023 03:13
Hi @Jwberry and everyone, Great news, there is now a beta for a native feature! Meetings [Public Beta] Reminder Defaults, ...read more
Solved
AmyLou on August 24, 2020
Hello! I'd love to find out what everyone is using to add contracts and proposals to their deals as well as what is deemed best practices in this case. Are you attaching the documents to your deals in HubSpot or using another program like PandaDoc read more
2 upvotes
9 Replies
Accepted solution
Top Contributor | Diamond Partner
August 25, 2020 15:52
Hi @AmyLou I agree with @Josh on this. All three are what I would suggest, but I also have clients that like creating a deal property where ...read more
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