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Keegan4123 on November 07, 2024
Have an interesting workflow problem I am working on. I have an external form that creates a deal Associ8 work flow then associates that deal to a contact then Associ8 work flow then associates that deal to a custom object I need to a read more
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Solved
Keegan4123 on November 06, 2024
We have our system set up to limit visability to our owned items (contacts, deals, leads ect) in order to minimize the clutter and work easier. We are working on our default dashboard for our sales reps and in our old system we had the ability read more
0 upvote
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Accepted solution
Hall of Famer | Partner
November 07, 2024 00:03
Hi @Keegan4123 , Just to confirm, you'd like sales reps to see the progress of other users but not the records that constitute that progress? ...read more
Solved
JLynn10 on November 06, 2024
The search feature is fantastic - I can type any term and it will list all of the notes from conversations about that term. So, if i want to see who talked to me about strawberries this summer, I just type strawberries in the search bar and the lis read more
0 upvote
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Accepted solution
Hall of Famer | Partner
November 07, 2024 00:07
Hi @JLynn10 , With activities as a data source in the custom report builder, you can create a custom report that lists all notes containing ce...read more
Solved
NJaramillo5 on November 06, 2024
What are best practices in terms of what to do with the deal? Should we close lost it, add "interested at a later time" lost reason, and maybe automate a task creation, taking place 6 months later, telling the owner to follow up? What are other ap read more
0 upvote
1 Reply
Accepted solution
Thought Leader | Platinum Partner
November 06, 2024 11:54
Hi @NJaramillo5 I'd usually use both to be honest! It really depends on your sales timeline. What I would recomend would be setting your "close los...read more
Solved
Keegan4123 on November 06, 2024
Trying to figure out it if there is an option/report to show a detailed view of the line items on a deal in the middle overview card section. Currently the line item card on the right side only shows item and number, and i must click into it to read more
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Accepted solution
Contributor | Platinum Partner
November 06, 2024 11:03
Hi @Keegan4123 , Will this work for you? 1 - Create custom Line Item report (must be single-item) Example below, I have chosen ALL TIME, an...read more
basdenhoed on November 06, 2024
Hello HubSpot Community, I’m seeking advice on optimizing our lead follow-up process to improve both speed and quality. We’re a SaaS company generating around 2,000 leads per month. Our process starts when a visitor on our website requests a read more
Community Manager
November 06, 2024 17:58
Hey @basdenhoed , thank you for posting. Given your volume, a centralized inbox and appointment setter could definitely streamline your proc...read more
cfraser17 on November 05, 2024
I am struggling with association limits between contacts (and deals) and companies. I have a unique situation where we take applications to our program and every person who applies is associated with our own company record (let's call it company XYZ read more
0 upvote
1 Reply
Community Manager
November 06, 2024 06:22
Hi @cfraser17 and welcome to the Community! It's so great to have you here! Thanks for asking the Community and for giving all of these details,...read more
Solved
ISmolin on November 05, 2024
Good day, colleagues, How can duplicate companies be merged in an automated way? Thank you.
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 05, 2024 14:06
Hi @ISmolin , HubSpot does not have any out f the box capabilities for this, I'd recommend looking at Koalify, a third-party app for HubSpot: ...read more
Sarah_g1 on November 05, 2024
Hello! My agency is currently thinking about switching from Advantage to Monday.com or Productive.io. I've used Monday in the past but I'm not familiar with Productive.io. I know that HubSpot has an integration with Monday but I'm reading conflictin read more
0 upvote
1 Reply
Community Manager
November 05, 2024 16:25
Hi @Sarah_g1 ! Welcome to the Community-- happy to have you here 😊 You are correct that HubSpot does have an integration with Monday.com...read more
Solved
AlonDo on November 05, 2024
I’m looking into ways to capture leads effectively from my pregnancy-focused website, where I publish articles and have an interactive tool for users. I’d like to find the best method to encourage visitors to provide their contact information, wheth read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
November 05, 2024 09:36
Hi @AlonDo , Gated content, like downloadable guides or checklists related to pregnancy, can work well since users are often willing to trade ...read more
Solved
ASobusiak on November 05, 2024
Hi guys! When adding a new record in the Lead object, we would like the Lead Owner to always be one of the two users we have specified. Additionally, we would like the Leads to be assigned alternately to both users, i.e. the first to X, the second t read more
0 upvote
2 Replies
Accepted solution
Contributor | Platinum Partner
November 05, 2024 08:24
Yes, you can use rotation: You need to make sure that you don't have sync between company and contact owenrs.
Solved
Keegan4123 on November 05, 2024
I have a property that has 4 options. 2 of which have further dependent properties. Parent Property is: Choice A Choice B Choice C Choice D When I pick Choice B I have dependent that pops up to select: Reason for B No Reason for B read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 05, 2024 00:36
Hi @Keegan4123 , That's currently not possible, unfortunately. You'd have to work with the conditional display logic, at the moment. Oth...read more
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