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Tips, Tricks & Best Practices

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MiaSrebrnjak on January 31, 2024

Reimagining CRM records – show us your customization superpowers!

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. read more

Reply Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 upvotes

11 Replies

MiaSrebrnjak

Community Manager

February 13, 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...read more

jforte on May 12, 2023

Mastering Sales Ops: A Step-by-Step Guide to Creating SLA-like Reports for Sales Titans

[Check Step-by-step video here] Step 1: Get Ready for Action! The goal is to create a report similar to SLAs (Service Level Agreements) for the SDRs (Sales Dev Teams). By dividing the time into intervals, we can set our read more

Reply best practices How-To Professional Quick Tutorial Sales video Workaround

5 upvotes

7 Replies

Jnix284

Most Valuable Member | Elite Partner

May 25, 2023 06:44

Thanks @kvlschaefer , this is really cool @jforte thank you for putting this together and sharing with the community, I've already bookmarked it...read more

Solved

XZeller on April 22, 2021

Meeting Booked by inbound lead - how to put a Microsoft Teams Link afterwards

Hello Community, we use the Hubspot Meeting Link on our Website, that inbounds can book a meeting with us. On the other hand we use Microsoft Teams for Videocalls with our customers. When the meeting is booked, we both get an invite in our calendar read more

Reply Meetings video

0 upvote

5 Replies

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