What are the most effective strategies for aligning sales and marketing teams to improve lead conversion rates?"

I'm trying to acccess Custom User Properties in a Deal-based workflow. Does anyone know if this is possible?

We're a financial services firm trying to figure out the best way to distinguish $$$ amounts of a deal between our multiple services. So if a deal amount is 100k, we want to be able to tell that 40k of it is for this service, 10k for this servic read more

When I create a task, there is a dropdown of default times as well as a "custom date". Is there an option to customize dropdown options, for example to have a choice be "in 4 business days"

Hey Everybody, Really simple question but I can't get a hold of the support team and i can't find the answer in Hubspot Academy. Do you know if it possible to duplicate a transaction and then insert it in another pipeline ? Many thanks, read more

Please help We recently updated our internal email system, and it seems that our sales representatives can no longer verify the e-signatures for quotes sent to customers before the change. Sales reps are unable to sign these quotes because t read more

Hi, community! I’m in the middle of analyzing our contact database and could use some help figuring out what to do with hard and soft bounces. • Hard bounces: I’m thinking these probably need to be deleted since they’re invalid, but I’d lov read more

Hi Team, I tried creating a report for marketing emails using two methods. method 1: Selected two datasets and marketing emails. Method 2: selected " Marketing Analytics + Contacts + Companies" method 1 fetches 0% ma read more

Hi, I have 96 total deals in hubSpot (PFB screenshot). But I am trying to create a deal stage report it shows inaccurate number (93 deals total). PFb screenshot, I tried playing with filters, manually checked if any deal is missing deal s read more

Hi All, My company is moving to hubspot from Salesforce so this question may make sense for those of you who know... Is it possible to adjust object views or are we limited to the 3 column views? Also with navigation, i couldn't see wher read more

I can do it as an admin, but they can't. The problem with opening another lead is that the other lead's history is lost.

Hi - we would like to start to use HS ILO quickbooks online and in generating quotes, how can I add a % markup to a line item Example Name Unit Price Qty Markup Total Labor $57.00 30 20% read more