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 Lire la suite

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 It's been out for a while now, so early content from when it was in beta is already out of date.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 Lire la suite

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 Lire la suite

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 Lire la suite

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, Lire la suite

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 Lire la suite

How can I update the "associate records" for the company so it automatically updates the company that is primarily associated to the contact?

Hello fellow HubSpotters, We’re facing a challenge in our sales and marketing process and need your help. We use LeadLab alongside HubSpot to identify companies visiting our website. In LeadLab, we use lead scoring and automation to mark lead Lire la suite

Our SDRs have a goal for number of proposals sent per week / month and I was hoping I'd be able to create a custom goal on HubSpot to measure progress towards this at a team and user level. I noticed that you can't create goals for quotes or ta Lire la suite

Hi everyone, I’m in the process of setting up our new portal, and I’ve hit a bit of a roadblock. We’re a commercial vehicle insurance company, so a single policy (Deal) can have multiple vehicles and drivers associated with it. Initially, I Lire la suite

Hi All, I was looking for best practice advice and perhaps people own case studies about they use Hubspot for recording ARR. For context, we are a B2B Service provider and we sell multi year subscriptions to our customers. I recently joined Lire la suite

Silly (long winded) 2 part question: In my line of work, telco sales, a customer is never really closed lost, more like a 'no for now' situation. They could just not be ready, busy, contract is too far out, in which case we contact them again in Lire la suite