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josefroy on Maio 20, 2024
Hi! First off, sorry if this is totally the wrong spot for this question! I need some help with a situation in HubSpot. We need to associate a contact with: Another contact A company where both contacts are associated Think of it like a Leia mais
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darshanhira on Maio 20, 2024
Hi, I'm Darshan Hiranandani , As we gear up for the implementation of our new CRM system, it's essential to ensure that our employees are well-equipped to utilize it effectively. We're reaching out to gather insights and suggestions from all of yo Leia mais
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Membro do Hall da Fama | Parceiro
Maio 20, 2024 00:50
Hi @darshanhira , Ensuring effective training for your employees on the new CRM system is crucial for its successful implementation and utiliz...Leia mais
CostaArvan on Maio 19, 2024
I would like to structure my Contacts list to only show contacts that are in a certain lifestyle stage (At the moment it shows every single contact). I click on the Advanced Filter option and filter it to the certain lifestyle stages that i want and Leia mais
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2 Respostas
Membro do Hall da Fama | Parceiro
Maio 20, 2024 00:52
Hi @CostaArvan , The first step would be to save whatever advanced filters you've applied. Click the save icon in the top right corner, or, if...Leia mais
FKirchner on Maio 17, 2024
I'm new to HubSpot and I've encountered a question that's been puzzling me. I'm trying to find out if it's feasible to update the Company / Contact / Deal Object through a workflow using data gathered from a Call Activity, for instance. So, when a Leia mais
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Especialista reconhecido(a) | Parceiro Platinum
Maio 17, 2024 10:57
Hi @FKirchner , By default, no because the system won't understand how to parse the data in a notes field into separate properties on a record...Leia mais
fonzieMT on Maio 17, 2024
Hi guys, I'm managing the Sales Ops of a B2B SaaS company. I'm looking for best practices around Deal Management. Question: Let's say we haven't heard from an Active Deal in a long while (1 month, maybe more), can we mark the deal as "Clos Leia mais
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Membro do Hall da Fama | Parceiro
Maio 17, 2024 06:33
Hi @fonzieMT , I would say that's perfectly reasonable. It could be automated with a simple deal-based workflow: https://knowledge.hubspot.co...Leia mais
06401 on Maio 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 Leia mais
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Gerente da Comunidade
Maio 20, 2024 03:00
Hi @06401 , Great question, that's exactly why the Community is here for! For information, I'd like to share these resources that might be of in...Leia mais
DanGray on Maio 17, 2024
Ive recently joined a new company who are using hubspot as the CRM. Previously I was a proficent user of Pipedrive and would organise my deals into datasets from various sources, creating 100's of deals straight away with stage 1 in the pipeline bei Leia mais
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Top colaborador(a) | Parceiro
Maio 17, 2024 05:01
Hi @DanGray , It sounds like the Lead object in the Prospecting workspace could be a good fit. The Lead stage is updated based on engagemen...Leia mais
MarcBissonnette on Maio 16, 2024
Hi all: My preface is that I am a solid Hubspot fan - It's made my life a LOT easier, it's kept me in touch with my customers more frequently and accurately, as well as given me a solid picture of my performance to date with the company. I'm curio Leia mais
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Membro
Maio 17, 2024 16:00
For me Hubspot is pretty good and i wont hesistate its adoption to an organization
SHinojosa3 on Maio 16, 2024
We are trying to find a way to flag priority contacts based on triggers. Ideally, if a contact responded to a one to one email, it would flag the contact so when someone sees the record it would stand out as being a priority contact due to their act Leia mais
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3 Respostas
Membro do Hall da Fama | Parceiro
Maio 16, 2024 23:58
@SHinojosa3 1) Yes, UI extension cards could be placed in the right sidebar, see here: https://developers.hubspot.com/docs/platform/create-...Leia mais
Solucionado
Titanium on Maio 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 Leia mais
Accepted Solution
Membro do Hall da Fama | Parceiro
Maio 16, 2024 23:53
@Titanium exactly! That sounds like a great process.
JSamuel85 on Maio 16, 2024
We have properties in our companies that we want to soley filter, rather than just order alphabetically, then export separately. Is this something that can be done?
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Membro do Hall da Fama | Parceiro
Maio 16, 2024 09:27
Hi @JSamuel85 , What does soley filter refer to exactly? Could you explain, give an example? Best regards
MDoyduk on Maio 16, 2024
Hi there, We're adding external resellers in our HubSpot account with very limited permissions. We've created a dummy account with the same set of permissions and looked all over HubSpot to check what they can and cannot see, however they seem t Leia mais
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3 Respostas
Participante
Maio 20, 2024 07:53
Hi @MDoyduk , I hope you're having a good Monday! Sorry, I don't have an elegant solution for your questions. Restricting Access to Files in ...Leia mais
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