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MiaSrebrnjak 1月 31日, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. 続きを読む
コミュニティーマネージャー
2月 13日, 2024 13:55
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...続きを読む
JCameron2 4月 05日, 2024
Hey everyone! Are you finding it challenging to inspire your sales team to fully embrace the potential of your CRM system? Fear not, you're in familiar territory... Many of our customers here at HubSpot have encountered this challenge through 続きを読む
参加者
4月 13日, 2024 23:38
Good cameron
IMunsterman 4月 05日, 2024
Hello everyone, we are facing an issue with creating cumulative percentages in our quotes. We often sell Development hours with a quality assurance percentage added on. Then, we apply a project management percentage on the subtotal of Development h 続きを読む
0 いいね!
4 コメント
ソートリーダー | Platinum Partner
4月 09日, 2024 11:59
Hey @IMunsterman have you tried doing this with calculated properties and workflows?
解決済み
DJohnson4 3月 28日, 2024
Hi, Does anyone know of an easy way to count deals with specific property values? For example, my company offers 3 different subscription types (30 days, 90 days & 365 days). I want to trigger a workflow when someone has purchase 6 conse 続きを読む
Accepted Solution
殿堂入り | Solutions Partner
3月 28日, 2024 07:57
Hi @DJohnson4 , Increasing a number property would be an option, using a calculation property another: https://knowledge.hubspot.com/properti...続きを読む
解決済み
KArbova 3月 26日, 2024
Hi, why aren't my SQL leads showing in the leads funnel? I change the lifecycle stage to SQL, but when I go to Sales Analytics > Lead funnel > Leead Journey, they don't show up in the lead journey progress. Any tips?
0 いいね!
2 コメント
Accepted Solution
殿堂入り | Solutions Partner
3月 27日, 2024 00:58
Hi @KArbova , By default, this reports wants a lead to go through all displayed stages sequentially. If a lead skips a stage, they're being om...続きを読む
解決済み
NBosnian 3月 20日, 2024
Hi Everyone, My organization works with academic research Universities. The Universities are divided by department (chemistry, physics, biology, etc.) with multiple labs in each department. I would like to organize each university in a simil 続きを読む
0 いいね!
3 コメント
Accepted Solution
トップ投稿者
3月 20日, 2024 16:54
Hi @NBosnian , I think you're on the right track with how I would set it up. There are a few things that come to mind such as parent-child compa...続きを読む
解決済み
SBanthia 3月 07日, 2024
Whilst analyzing data, we have realised that we have a lot of active customers with whom we have established no contact (from sales perspective). We want to focus on establishing contact, nurturing relationship and farming for opportunities. I 続きを読む
3 いいね!
2 コメント
Accepted Solution
ソートリーダー | Platinum Partner
3月 11日, 2024 11:59
Hey @SBanthia so this is a great question. You have a lot of features that can support the nurturing, activation and upskalling process in Hub...続きを読む
解決済み
DRStowe 3月 05日, 2024
We are new to HubSpot and needing some direction on ecommerce and phone orders. The process in our old CRM: Website (woocommerce), order placed/paid, imported into CRM, packing slip printed, order fulfilled, shipping label printed, order sent o 続きを読む
0 いいね!
4 コメント
Accepted Solution
参加者
3月 07日, 2024 06:27
Hi @DRStowe , Nice to meet you! I have a solution for the packing slip section of your question We have an document automation app for HubSpo...続きを読む
Adriane 2月 27日, 2024
We recently encountered a scenario where automatic deal cloning was necessary, but since cloning deals still isn't possible in HubSpot , we embarked on a journey of tinkering and innovation, determined to find a way to clone deals directly within H 続きを読む
最優秀メンバー | Elite Partner
4月 08日, 2024 07:40
Awesome, thank you for confirming @Adriane 🙌
解決済み
SBanthia 2月 16日, 2024
I have another question related to this: Let us say a contact has passed through different lifecycle stages and became customer. This contact (now a customer) then showed possible interest in another service whch needs to be explored. I am 続きを読む
2 いいね!
1 コメント
Accepted Solution
キーアドバイザー | Diamond Partner
2月 16日, 2024 10:33
Hey @SBanthia HubSpot's default lifecycle stages might not fully capture the nuance of a customer showing interest in a new service. ...続きを読む
解決済み
TSajaia 2月 13日, 2024
Hello, I created 50 association labels Contact-to-Contact, now I want to use the same labels for the Deal-to-Contact association, but the program is not giving an opportunity, telling me that I should Enter a unique internal name value. Please, 続きを読む
0 いいね!
6 コメント
Accepted Solution
殿堂入り | Solutions Partner
2月 13日, 2024 08:51
@TSajaia I don't disagree but for now, it unfortunately is what it is. You can request a change under HubSpot Ideas: https://community.hubspot.com...続きを読む
解決済み
DKreynen 2月 05日, 2024
Hi Within our line of business (Digital Healthcare) we are in contact with a bunch of different stakeholders (different jobfunctions) within each organization we work with. The prospecting tool automatically pulls in leads based on the lifecycle s 続きを読む
0 いいね!
3 コメント
Accepted Solution
ガイド役 | Platinum Partner
2月 05日, 2024 13:29
@DKreynen My name is Olivia and I an ex-HubSpotter turned HubSpot expert for Baskey the agency. Happy to help here! As of right now, the prosec...続きを読む
解決済み
WRowland9 1月 13日, 2024
I am debating using HubSpot Conversations Inbox for all Website Sales related Form Submissions, Website Sales related Chats, Sales related Inbound Emails to various Sales alias / Google groups and / or Google shared inboxes "Channels" So anythin 続きを読む
Accepted Solution
最優秀メンバー | Elite Partner
1月 16日, 2024 16:31
@WRowland9 There's a new beta for "Help Desk" which is moving the service conversations out of "Inbox" which I think is a pretty good indicator tha...続きを読む
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