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Solved
Janakan_S on January 29, 2025
We are exploring the best way to utilize the "Evangelist" lifecycle stage in HubSpot and would like to understand industry best practices. Specifically, we have the following questions: What criteria do companies typically use to classify a cust read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 29, 2025 23:53
Hi @Janakan_S , Personally, I'm not a fan of that stage, I rarely use it and often delete it from portals that I administrate. The reason is t...read more
lucakerbl on January 27, 2025
Sales Zertifizierung Bestätigung ausstehend Servus! Ich habe nun schon mehrmals die Übung: " Erstelle oder versende eine E-Mail-Vorlage gesendet" gemacht. Direkt nachdem das Formular abgeschickt wurde, stand auch, dass die Übung erfolgreic read more
0 upvote
4 Replies
Community Manager
January 28, 2025 07:05
Danke für deine Hilfe, @franksteiner79 ! @lucakerbl lass mich gerne wissen, wenn du noch Hilfe brauchst. Beste Grüße Mia, Communit...read more
Solved
Pwrpros on January 22, 2025
HubSpot automatically creates a new company if the contacts email ends in a domain outside of your regular gmail, yahoo, icloud, etc. In this particular instance, we are selling B2C and don't want this customer to be related to a company we won' read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
January 22, 2025 23:56
Hi @Pwrpros , You would uncheck this option 🙂 Best regards
Adam_W on January 22, 2025
Working exclusively in the education (K-12) school sector, many/most of our contact records will have a unique email address but a shared , general phone number used across the organisation. This means that whenever a call is updated in HubSpot, read more
Participant
January 22, 2025 08:34
Thanks, @tverdokhlib1 . These are organically entered/updated rather than culled from a database. They're also accurate numbers. In our field we can...read more
Solved
GRichey on January 14, 2025
Hi HubSpot Community, I'm looking for advice on best practices for assigning contact owners when it's not obvious who should take ownership of a contact. We often encounter situations where leads come in without directly connecting to a specific read more
Accepted solution
Hall of Famer | Partner
January 14, 2025 14:19
Hi @GRichey , Without having more context, options 1 and 2 seem sensible to me – but if possible I would try to gather the information require...read more
Solved
alext87 on December 27, 2024
I am workign with a very good sales team, but having some difficulty getting some members to follow the steps to proper record keeping, entering deals, tracking emails, etc. Has anyone here built out a HubSpot Guide for their team internally? An read more
1 upvote
4 Replies
Accepted solution
Guide | Partner
December 28, 2024 07:36
Hi @alext87 , I completely understand your challenge, as I’ve faced similar situations. To address this, we conduct quarterly training sessions f...read more
Solved
danmoyle on December 18, 2024
I'm working on building up my understanding on HubSpot's Leads object and prospecting or sales workspace. It's been out for a while now, so early content from when it was in beta is already out of date. I'd love to understand how folks are us read more
1 upvote
4 Replies
Accepted solution
Key Advisor
December 19, 2024 10:46
Hi @danmoyle I have a bit of a love/hate relationship with it, if I'm honest. The object and idea behind is sound: calling it a " ...read more
Solved
awibb on December 15, 2024
We're moving to using the Lead Object in the new year. I'm trying to figure out the best way to explain it to the sales team. That after a Contact is made, they then need to create a Lead associated with that Contact and updates/activity are att read more
2 upvotes
2 Replies
Accepted solution
Thought Leader | Platinum Partner
December 17, 2024 11:17
Hi @awibb Here is a video about how and when to use the Lead object and the Prospecting workspace Hope this helps
Solved
ASobaci on December 10, 2024
Hi everyone, We’re currently managing a mix of online and offline leads in HubSpot. For online leads, we review them manually as sales accepted or non-accepted to analyze and capture similar accepted ones. However, offline leads are harder to manag read more
Accepted solution
Hall of Famer | Partner
December 10, 2024 03:04
@ASobaci thank you for adding this context. When it comes to the source, I'd recommend working with a custom property that clearly labels con...read more
Solved
Martindb on December 03, 2024
Hey Everybody, Really simple question but I can't get a hold of the support team and i can't find the answer in Hubspot Academy. Do you know if it possible to duplicate a transaction and then insert it in another pipeline ? Many thanks, read more
1 upvote
9 Replies
Accepted solution
Thought Leader | Platinum Partner
December 04, 2024 08:05
Hi @Martindb deals is the standard object in HubSpot for the Sales hub. Transactions must be a custom object in your portal. the solution is th...read more
Solved
Xiawanbai on December 03, 2024
Please help We recently updated our internal email system, and it seems that our sales representatives can no longer verify the e-signatures for quotes sent to customers before the change. Sales reps are unable to sign these quotes because t read more
0 upvote
1 Reply
Accepted solution
Key Advisor | Diamond Partner
December 03, 2024 13:19
Hi @Xiawanbai , Thank you for sharing the details of this issue. To resolve the problem of sales representatives not receiving verification ...read more
Solved
Xiawanbai on November 26, 2024
How can I update the "associate records" for the company so it automatically updates the company that is primarily associated to the contact?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 26, 2024 09:57
Hi @Xiawanbai , The prospecting / sales workspace doesn't offer this level of customizability just yet and it seem like the product team has n...read more
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