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Tips, Tricks & Best Practices

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Solved

thetallbillyb on February 16, 2025

Sending Playbook Log Details as a Marketing Email or Slack Notification

We are revamping how our Customer Engagement team sends monthly/quarterly meeting recap emails to company personnel who do not use HubSpot. (They currently use ConnectWise Marketing Groups to do this, but we are migrating the Engagement team from Co read more

Reply Notifications Playbooks Workflows

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

February 16, 2025 01:14

Hi @thetallbillyb , Something you could try is not inserting the note body in a Slack notification but setting the value of a custom rich text...read more

Solved

TChappell5 on January 28, 2025

Tenant Move-In/Onboarding Process

We are working to move as many processes as we can into HubSpot to help with eifficiency. One of these will be our Tenant Move-In/Onboard process. From the workflow the team has given me there are A LOT of tasks with various due dates and users as read more

Reply Playbooks

1 upvote

1 Reply

Accepted solution

Crystal_Hopper

Key Advisor | Elite Partner

January 28, 2025 12:25

Hi @TChappell5 ! I believe, no matter which tool you use, it's going to be a lot of upfront setup followed by small refinements. My encouragement wo...read more

Solved

jedvinsson on October 08, 2024

Subcategories in multicheck boxes

Hi, I am currently trying to figure out if I can add subcategories for multicheck boxes. We would like our sales reps to add information about what IT systems our potential customers are using today, and it would be helpful to provide opti read more

Reply Best Practices Playbooks

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

October 08, 2024 05:12

Hi @jedvinsson , This can be approached in two ways: First selection determines values available in second selection: https://knowledge.h...read more

kvlschaefer on May 24, 2022

Getting Started with Playbooks - Sales Hub ‌📚‌

Hey Community, Did you know that sales playbooks can help your company increase revenue and lead conversion rate? A sales playbook is a document used to implement strategies, sales tactics, or best practices throughout the buyer’s jou read more

Reply Best Practices Enterprise Getting Started Playbooks Professional Sales

8 upvotes

17 Replies

AGalvez7

Participant

March 19, 2024 17:42

I'd like to have a checklist (with checkboxes) and/or tasks right in a playbook -- even better if we can run a report to show which boxes were checke...read more

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