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解決済み
Janakan_S 1月 29日, 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 続きを読む
0 いいね!
1 コメント
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殿堂入り | Solutions Partner
1月 29日, 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...続きを読む
lucakerbl 1月 27日, 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 続きを読む
0 いいね!
4 コメント
コミュニティーマネージャー
1月 28日, 2025 07:05
Danke für deine Hilfe, @franksteiner79 ! @lucakerbl lass mich gerne wissen, wenn du noch Hilfe brauchst. Beste Grüße Mia, Communit...続きを読む
解決済み
Pwrpros 1月 22日, 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' 続きを読む
0 いいね!
3 コメント
ベストアンサー
殿堂入り | Solutions Partner
1月 22日, 2025 23:56
Hi @Pwrpros , You would uncheck this option 🙂 Best regards
Adam_W 1月 22日, 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, 続きを読む
3 いいね!
2 コメント
参加者
1月 22日, 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...続きを読む
解決済み
GRichey 1月 14日, 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 続きを読む
0 いいね!
1 コメント
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殿堂入り | Solutions Partner
1月 14日, 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...続きを読む
解決済み
alext87 12月 27日, 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 続きを読む
1 いいね!
4 コメント
ベストアンサー
ガイド役 | Solutions Partner
12月 28日, 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...続きを読む
解決済み
danmoyle 12月 18日, 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 続きを読む
1 いいね!
4 コメント
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キーアドバイザー
12月 19日, 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 " ...続きを読む
解決済み
awibb 12月 15日, 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 続きを読む
2 いいね!
2 コメント
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ソートリーダー | Platinum Partner
12月 17日, 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
解決済み
ASobaci 12月 10日, 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 続きを読む
0 いいね!
3 コメント
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殿堂入り | Solutions Partner
12月 10日, 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...続きを読む
解決済み
Martindb 12月 03日, 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, 続きを読む
1 いいね!
9 コメント
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ソートリーダー | Platinum Partner
12月 04日, 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...続きを読む
解決済み
Xiawanbai 12月 03日, 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 続きを読む
0 いいね!
1 コメント
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キーアドバイザー | Diamond Partner
12月 03日, 2024 13:19
Hi @Xiawanbai , Thank you for sharing the details of this issue. To resolve the problem of sales representatives not receiving verification ...続きを読む
解決済み
Xiawanbai 11月 26日, 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 いいね!
1 コメント
ベストアンサー
殿堂入り | Solutions Partner
11月 26日, 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...続きを読む
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