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  • Solved
    celiasjr on September 02, 2021
    0 upvotes
    1 Replies
    We have been using HubSpot CRM for several years but still don't have clear steps for how to handle contacts, companies, deals when a sale rep leaves the company. I get that we can just reassign those to another rep, but it can be thousands of cont...
    Top Contributor | Platinum Partner
    September 02, 2021 12:24
    Our practice is to assign all Deals, Companies and Contacts from that user in advance of deactivating them. If you need to divide the ownership I wo...
  • Solved
    jscottCFM on August 24, 2021
    0 upvotes
    3 Replies
    We are new to HubSpot, so we're trying to set it up as best as possible to start with. We are a digital agency who works directly with our own clients but also with other agencies as a white-labeled partner for some of their clients. Is this a ...
    Most Valuable Member
    August 25, 2021 11:01
    Thanks for the kind words and good luck 🙂
  • ToniCH on August 24, 2021
    0 upvotes
    1 Replies
    Up to now, we have listed the customers in an Excel spreadsheet and stored the budget (sales) that we want to achieve with the customer in the fiscal year. We then broke down the sales to be achieved into further areas / product groups, but this is ...
    Participant | Platinum Partner
    August 25, 2021 06:26
    Hello @ToniCH ! My recommendation is to store that budget as a custom property if it is truly a simple input field. What hubs are you u...
  • ToniCH on August 09, 2021
    0 upvotes
    3 Replies
    Hello Community We are using HubSpot and a Project Management Tool called Moco. We create all invoices in Moco. Moco and HubSpot can be connected via Zapier. I guess, it is not a big deal to get the Data from a Invoice out of Moco. But, wher do...
    Participant
    August 24, 2021 08:41
    Hi Aakar Thank you for the Idea. We will check it out middle of October. Until then, i do not find the time to do that. But i will let you know!
  • Solved
    JMiddleton2 on August 06, 2021
    6 upvotes
    1 Replies
    Hi The sales team are great at qualification, however we have quite a long sales cycle so over time notes become quite messy, and also there is no way to draw any insight from the free text. I am looking to find if there is a controlled multi t...
    Most Valuable Member
    August 06, 2021 22:37
    Hi @JMiddleton2 , I'm not aware of any integration that would behave that way and display so centrally on a contact record. Your best option, ...
  • etroiani on July 23, 2021
    6 upvotes
    0 Replies
    I think this update is super powerful in terms of deal management: Deal Probability is now a property on Deals and can be edited individually by users or in bulk by workflows. The default value for each deal stage is still controlled in Deal Setti...
  • Solved
    00437 on July 18, 2021
    0 upvotes
    3 Replies
    I've read a bit about this and want to make sure I'm not setting myself up for failure here, or rendering my funnel conversion data nonsensical. I've built workflows to communicate with contacts based on their Lifecycle Stage. Here's how I've bu...
    Most Valuable Member
    July 18, 2021 22:11
    Hi @00437 , Before moving the Lifecycle stage to a lesser value, you need to clear the property in a workflow. You should find a a "Clear prop...
  • Simonsway on July 17, 2021
    0 upvotes
    1 Replies
    Hey Till today we were using multi-select dropdowns at Deal level to specify which product was purchased. Now there are products which we could use and add each product as a line item to each deal. We are trying to figure out where the advantag...
    Top Contributor | Diamond Partner
    July 18, 2021 21:21
    Hi @Simonsway , Yes, properties are used to filter out the objects. yes you can use thus multi-select dropdown to filter out deals to ake a list. H...
  • Solved
    BWawrzyniak on July 07, 2021
    0 upvotes
    1 Replies
    This may be an odd use-case, but I can't seem to find any way around it. Here's the scenario: The sales rep (owner) needs to send their contact a meeting link that round robins between any available product specialist on our team. That part is ...
    Most Valuable Member
    July 07, 2021 21:36
    Hi @BWawrzyniak , Unfortunately that's not possible at this stage. Only contacts can be added as attendees to HubSpot meetings, not HubSpot us...
  • Solved
    BML on July 05, 2021
    0 upvotes
    4 Replies
    Hello Hubspot sales (professional). We have various teams mimicking our departments. Team ownership and access is still a bit mysterious to me. I am thinking of creating a "fake user" who would own by default all "unassigned" companies for each t...
    BML
    Participant
    July 05, 2021 04:15
    thanks
  • JLane02 on June 25, 2021
    0 upvotes
    2 Replies
    We have several offline sources of busionss development opportunities that we need to track. Here's an example: Conferences, Referral Execs. Source --> Sub source: Ex 1. Conferernce --> HubSpot Delight 2021 ex 2. Referral --> Jane ...
    Most Valuable Member
    June 28, 2021 07:34
    Hi @JLane02 , A custom property is definitely the optimal way to go here and correct, it's not possible to create dependent properties. (Yet?)...
  • Solved
    MarshallAMS on June 02, 2021
    0 upvotes
    2 Replies
    We have a good amount of historical contacts who have left their company/no longer have valid email addresses but we do not want to delete them. Is there a property to associate people who "left company" for ease of viewing and filtering, vs current...
    Key Advisor | Elite Partner
    June 02, 2021 09:04
    I believe you should have the ability to make custom properties in Sales Professional. If so I would just make a single textbox property for "still a...
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