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Humashankar on May 29, 2024
In today's fast-paced sales horizon, efficiently identifying and prioritizing high-quality leads is crucial for success. Manual lead scoring can be time-consuming and prone to errors, leading to missed opportunities and wasted resources. That's wher read more
1 upvote
2 Replies
Top Contributor
May 29, 2024 18:08
Hi @PamCotton - Thank you so much for your feedback and support !!
06401 on May 17, 2024
Hello, We've recently shifted our focus from contacts to companies. Especially ACM is really powerful tool in HubSpot but we also wanna see the Company Lifecycle Funnel. I see a beta version of Company funnel in Journey report is available but whe read more
0 upvote
2 Replies
Contributor
May 29, 2024 10:41
Hey @BérangèreL Thanks for your message. The main problem is we only update Lifecycle stages for contacts. For example: If our sales person ...read more
Solved
Titanium on May 16, 2024
We need to create a way for staff to report an accident or an incident onsite at our facility. What is the best way for a staff memeber to quickly enter information and to capture that information so that it's easy to read, follow up on, and indicat read more
Accepted Solution
Hall of Famer | Partner
May 16, 2024 23:53
@Titanium exactly! That sounds like a great process.
Mike_Eastwood on May 11, 2024
How many Super Admins is too many? One of the common issues we see, when auditing HubSpot Portals, is WAY too many Super Admins. This is a risk for security, privacy and data hygiene (how many people just create Custom Properties whenever t read more
4 upvotes
1 Reply
Community Manager
May 13, 2024 05:45
Mike, this makes so much sense! Thank you very much for taking the time to share your logic with everyone. This is a topic that is asked about freque...read more
LFreschini on May 02, 2024
Is there a way to filter emails coming into two internal addresses? E.g. when a customer addresses their email to both email 1 and email 2, Tickets are opened in separate pipelines. Is there a way to filter this correspondence so it only raises a t read more
0 upvote
1 Reply
Recognized Expert | Diamond Partner
May 02, 2024 06:46
Hi @LFreschini , If the email addresses are routed to seperate conversations inboxes, you can use a conversations workflow to assign a record...read more
Solved
EGarciaRodrig on May 01, 2024
I have imported a company list on excel, created a static list and now when I try to send this company list to the existing static list list I can't see it on the dropdown menu. I have refreshed the screen several times but still can't see it on the read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 01, 2024 10:08
Hi @EGarciaRodrig , Just to confirm, when you say "send company to list", you mean that you want to add this company to the list? The mo...read more
RBrown82 on May 01, 2024
I am trying to create a workflow that would weigh deals at the lowest vaklue but a deal would not move forward until the lowest one was increased. This one have my head in wraps. Are there any suggestions?
0 upvote
2 Replies
Member
May 02, 2024 03:16
So I have developed a pipeline with a list of properties that have drop down menue selections. When a team member selects a dropdown for a property b...read more
Solved
MDoyduk on April 26, 2024
Hi everyone, We need to find a way to find the deals closed on the same day or in consecutive days under a company. This is necessary for us to be able to locate the split payments. Can you advise if there is a way to do this?
Accepted Solution
Top Contributor
April 26, 2024 19:26
Hi @MDoyduk , Unfortunately, HubSpot does not natively support a property that groups deals with similar close dates. I've seen attempts to catego...read more
Solved
JMOT on April 24, 2024
Hey I'm brand new to Hubspot so forgive me if I'm asking something silly.. What I'm trying to do is be able to send contacts an "onboarding form" with extra key fields of info I need from them in order to service their needs. If I send t read more
1 upvote
5 Replies
Accepted Solution
Hall of Famer | Partner
April 24, 2024 09:59
@JMOT wrote: So those variables would automatically populate if I send the client an email from within Hubspot? Correct 🙂 They work like...read more
Solved
SThatcroos on April 23, 2024
We are using the Time Zone drop down provided by Hubspot on our contacts. I wanted to find out how does Hubspot determine what Timezone a contact is in? We have seen some anomalies, for example, we have a UK contact, and their timezone has been read more
1 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
April 23, 2024 07:12
@SThatcroos the property history suggests that HubSpot uses the IP address to determine the time zone. This can show as incorrect when employ...read more
Solved
TKey on April 17, 2024
Does anyone use a 'smart notebook' to record their meeting notes, to later transpose them to HubSpot meeting notes? Don't want to lug around a laptop to meetings that range 5-25 minutes, and I feel awkward typing into a phone when I'm trying to read more
1 upvote
1 Reply
Accepted Solution
Top Contributor
April 17, 2024 23:23
Hey @TKey Using a smart notebook to record meeting notes and later transposing them to HubSpot meeting notes can be a great solution for your ...read more
Solved
R_A10 on April 11, 2024
I am building an internal enablement doc that will help our new hires get up to speed in Hubspot. Part of the topics in the enablement sessions is to introduce them to "Views". I would like to get some help in getting a detailed document that conta read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
April 12, 2024 00:29
Hi @R_A10 , Just to confirm, do you want to understand what the individual checkboxes from your first screenshot mean? If so, they are s...read more
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