Tips, Tricks & Best Practices

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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
解決済み
R_A10 4月 11日, 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 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
4月 12日, 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...続きを読む
解決済み
JFawcett 4月 11日, 2024
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 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
4月 11日, 2024 11:49
Hi @JFawcett , I'd argue that this is highly dependent on industry, product / service, target group and sales team maturity. This would vary a...続きを読む
zachtaylor 4月 09日, 2024
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 続きを読む
ソートリーダー | Platinum Partner
4月 10日, 2024 08:27
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...続きを読む
解決済み
SThatcroos 4月 09日, 2024
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.
0 いいね!
5 コメント
Accepted Solution
ソートリーダー | Platinum Partner
4月 09日, 2024 11:42
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...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
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
JMayhew6 3月 25日, 2024
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 続きを読む
0 いいね!
1 コメント
トップ投稿者
3月 25日, 2024 16:07
Hi @JMayhew6 , I personally lean towards option B) because it helps us avoid: Overwriting the Sales owner and potentially losing clarity in ...続きを読む
解決済み
TuckKhai 3月 22日, 2024
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 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
3月 22日, 2024 02:41
Hi @TuckKhai , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.c...続きを読む
解決済み
PAmend1987 3月 18日, 2024
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 続きを読む
0 いいね!
3 コメント
Accepted Solution
名誉エキスパート | Diamond Partner
3月 20日, 2024 09:31
Hi @PAmend1987 , To be clear, I would not propose updating a deal. Rather, the upgrade is a second deal with a value of $2000. The old deal...続きを読む
解決済み
Hildegaard 3月 15日, 2024
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 続きを読む
Accepted Solution
ソートリーダー | Platinum Partner
3月 20日, 2024 11:45
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...続きを読む
解決済み
RJaffe 3月 14日, 2024
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 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
3月 14日, 2024 11:21
Hi @RJaffe , This does not exist, no, but you could easily create single checkbox properties on tne contact and company object each, called "I...続きを読む
解決済み
SThatcroos 3月 13日, 2024
Hi, Is there anywhere I can download a full list of your countries that are included in your drop down menu on the properties? We need to do an upload on the countries as we arent able to copy from a single text property to a drop down men 続きを読む
0 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
4月 11日, 2024 11:15
Sure thing, @SThatcroos , there you go. Please also mark this reply as an accepted solution 🙂 UTC -11:00 Pacific Midway UTC -11:00 Pacific ...続きを読む
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