Tips, Tricks & Best Practices

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解決済み
RicardoCampos 9月 28日, 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 いいね!
1 コメント
Accepted Solution
元HubSpot社員
9月 29日, 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 ...続きを読む
解決済み
SeanReid 9月 22日, 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 続きを読む
2 いいね!
1 コメント
Accepted Solution
元HubSpot社員
9月 22日, 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...続きを読む
SeanReid 9月 22日, 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 続きを読む
0 いいね!
1 コメント
元HubSpot社員
9月 22日, 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...続きを読む
解決済み
kaburke 9月 16日, 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 続きを読む
12 いいね!
32 コメント
Accepted Solution
トップ投稿者 | Diamond Partner
3月 11日, 2024 10:31
@SyN-Thmn this is easily accessible in Salesforce under Setup. Search in the Quickfind box for Installed Packages. Click into the HubSpot Package a...続きを読む
解決済み
kaburke 9月 09日, 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 続きを読む
16 いいね!
5 コメント
Accepted Solution
投稿者 | Elite Partner
8月 17日, 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...続きを読む
SeanReid 9月 07日, 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 続きを読む
18 いいね!
7 コメント
メンバー
8月 28日, 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"...続きを読む
解決済み
Jwberry 8月 31日, 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 続きを読む
26 いいね!
15 コメント
Accepted Solution
殿堂入り | Solutions Partner
10月 04日, 2023 03:13
Hi @Jwberry and everyone, Great news, there is now a beta for a native feature! Meetings [Public Beta] Reminder Defaults, ...続きを読む
解決済み
AmyLou 8月 24日, 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 続きを読む
2 いいね!
6 コメント
Accepted Solution
トップ投稿者 | Diamond Partner
8月 25日, 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 ...続きを読む
jleow 8月 11日, 2020
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 続きを読む
13 いいね!
3 コメント
投稿者
5月 10日, 2022 05:20
Fantastic! This seems like it should be an auto thing, and now I know why [Contact company name] it's not working in some of my workflows!
llegault 8月 05日, 2020
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 続きを読む
4 いいね!
2 コメント
HubSpot製品開発チーム
9月 01日, 2020 09:41
Hi @Lucila-Andimol , Thanks for your comment! I have a solution for a Starter portal that does not have Workflows. While Workflows is automated,...続きを読む
解決済み
kaplankada 7月 28日, 2020
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 続きを読む
22 いいね!
7 コメント
Accepted Solution
コミュニティーマネージャー
7月 29日, 2020 11:53
Hello @kaplankada , Currently, in HubSpot, there is an option to set up email filters in your conversations inbox, being able to "Automated ...続きを読む
解決済み
Cattel001 7月 20日, 2020
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 続きを読む
0 いいね!
4 コメント
Accepted Solution
キーアドバイザー | Platinum Partner
3月 05日, 2024 15:04
We've built a Recipe to handle Renewals. A Recipe is a small process that you can install in your HubSpot portal. This doesn't require any third-pa...続きを読む
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