Tips, Tricks & Best Practices

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SMS
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
darshanhira on May 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 read more
0 upvote
1 Reply
Hall of Famer | Partner
May 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...read more
CostaArvan on May 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 read more
0 upvote
2 Replies
Hall of Famer | Partner
May 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...read more
FKirchner on May 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 read more
0 upvote
1 Reply
Recognized Expert | Platinum Partner
May 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...read more
fonzieMT on May 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 read more
0 upvote
1 Reply
Hall of Famer | Partner
May 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...read more
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
0 Reply
DanGray on May 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 read more
0 upvote
1 Reply
Top Contributor | Partner
May 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...read more
MarcBissonnette on May 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 read more
0 upvote
2 Replies
Member
May 17, 2024 16:00
For me Hubspot is pretty good and i wont hesistate its adoption to an organization
SHinojosa3 on May 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 read more
0 upvote
3 Replies
Hall of Famer | Partner
May 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-...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.
JSamuel85 on May 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?
0 upvote
1 Reply
Hall of Famer | Partner
May 16, 2024 09:27
Hi @JSamuel85 , What does soley filter refer to exactly? Could you explain, give an example? Best regards
MDoyduk on May 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 read more
0 upvote
2 Replies
Participant
May 17, 2024 03:37
Hi Pam, Thanks for your reply. Yes, we can gather all the individual files within a folder, but we'll still need something to have a control over the...read more
MDoyduk on May 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 read more
0 upvote
9 Replies
Top Contributor | Partner
May 17, 2024 09:12
Hi @MDoyduk , Apologies that I can't be of more help here, my best guess was trying to remove payment permissions. I'd suggest that you ...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.