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Pwrpros on Fevereiro 10, 2025
To me it makes sense to separate this and create 2 separate deals. Mark as won the portion that has been approved and keep the other portion in verbal approval until we get the financial commitment behind it. Is this the general consensus on s Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Fevereiro 10, 2025 18:00
Hey @Pwrpros , Happy Monday! Your approach makes sense, splitting the quote into two deals allows you to track the approved portion separate...Leia mais
Solucionado
Janakan_S on Janeiro 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 Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 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...Leia mais
lucakerbl on Janeiro 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 Leia mais
0 avaliações positivas
4 Respostas
Gerente da Comunidade
Janeiro 28, 2025 07:05
Danke für deine Hilfe, @franksteiner79 ! @lucakerbl lass mich gerne wissen, wenn du noch Hilfe brauchst. Beste Grüße Mia, Communit...Leia mais
Solucionado
Pwrpros on Janeiro 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' Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 22, 2025 23:56
Hi @Pwrpros , You would uncheck this option 🙂 Best regards
Adam_W on Janeiro 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, Leia mais
3 avaliações positivas
2 Respostas
Participante
Janeiro 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...Leia mais
Solucionado
GRichey on Janeiro 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 Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Janeiro 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...Leia mais
Solucionado
alext87 on Dezembro 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 Leia mais
1 avaliações positivas
4 Respostas
Solução Aceita
Orientador(a) | Parceiro
Dezembro 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...Leia mais
Solucionado
danmoyle on Dezembro 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 Leia mais
1 avaliações positivas
4 Respostas
Solução Aceita
Conselheiro(a) de destaque
Dezembro 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 " ...Leia mais
Solucionado
awibb on Dezembro 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 Leia mais
2 avaliações positivas
2 Respostas
Solução Aceita
Participante de valor | Parceiro Platinum
Dezembro 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
Solucionado
ASobaci on Dezembro 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 Leia mais
0 avaliações positivas
3 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Dezembro 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...Leia mais
Solucionado
Martindb on Dezembro 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, Leia mais
1 avaliações positivas
9 Respostas
Solução Aceita
Participante de valor | Parceiro Platinum
Dezembro 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...Leia mais
Solucionado
Xiawanbai on Dezembro 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 Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Conselheiro(a) de destaque | Parceiro Diamante
Dezembro 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 ...Leia mais
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