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.
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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 Leer más
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 Leer más
I'm interested to understand if there is an average or assumed percentage of deals that are lost because leads stop responding to communication. Before trying to change our sales process, I would like to know what sort of value we should accept as Leer más
Hi @JFawcett ,
I'd argue that this is highly dependent on industry, product / service, target group and sales team maturity. This would vary a...Leer más
We recently migrated to HubSpot from another CRM. We have an internal event coming up and would like our staff to fill out a form to update their information. In previous years, we would send out a link to our staff and include a checksum token that Leer más
Could be that the contact filled the form in the same device (Pc or mobile)
OR in the same tracked site (landing, website page)
Here is an artic...Leer más
Hey All, My curiosity clicked the try the "beta mode" in our Hubspot, and I currently prefer the old look - just searching advise on how to revert back to the older version of Hubspot? Thanks in advance.
Hey @SThatcroos
to switch back into the old navigation menu
go to your profile pic, open the menu and click "Switch to the original navigation...Leer más
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 Leer más
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 Leer más
Hi @DJohnson4 ,
Increasing a number property would be an option, using a calculation property another: https://knowledge.hubspot.com/properti...Leer más
I'm very curious to hear what other people are doing or if there is a commonly considered 'best practice' when it comes to assigning CSM ownership to a company record. Do you either A.) Make the CSM 'Company Owner', and replace/overwrite w Leer más
Hi @JMayhew6 ,
I personally lean towards option B) because it helps us avoid:
Overwriting the Sales owner and potentially losing clarity in ...Leer más
Email Attachment Logging features logs all attachments from logged emails including logo's, images, etc. Is there a way to filter the attachment based on the inbound/outboound from HubSpot, File Type, File Size and Date? The number of attach Leer más
Hi @TuckKhai ,
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.c...Leer más
Hello there, I'm new to Hubspot, but I'm really enjoying its functionality. I need some best practices for setting up our Deals. We have a SaaS platform for Industrial Properties that we bill quarterly and annually. Customers may sign up in Marc Leer más
Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their re Leer más
Hey @Hildegaard
so this is a very good (and frequent question)
In general the best suggestion is to deactivate the user as soon as it leave th...Leer más
I have a number of companies that we no longer do business with, but we don't want to totally delete their records for a variety of reasons. The same goes for the contacts associated with these companies. How do I "mark them inactive" or make it so Leer más
Hi @RJaffe ,
This does not exist, no, but you could easily create single checkbox properties on tne contact and company object each, called "I...Leer más