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!

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

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

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

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

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

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

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

The ‘Company Name’ property on a Contact Record is a useful data point - it’s a handy property for use in personalization tokens and the reporting tool. That said, the property value for the contact’s ‘Company Name’ isn’t automatically pop read more

Do you ever wonder about the contact property called Company Name? Why does it not automatically have the contact's associated company name set as the value? It's because the contact property called Company Name is just your basic, average, default read more

We use a shared inbox for a group of customer service agents. One of those agents with ongoing conversations is going to be out of the office for a few days. While other agents can respond when appropriate we would like to be able to have an automat read more

I am looking for a way to create a workflow from a property based on a date. I have seen the post from 2017 which the person created a workflow based on a "less than 11 days ago" but I can't seem to duplicate the "less than" option. We created a sin read more