Tips, Tricks & Best Practices

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full-time equivalents (FTEs) in Hubspot

Evenitem on July 26, 2021

0 upvotes

2 Replies

Hello everyone, I have not found anything in the community on the following topic. I hope someone can help me. Is there anyone of you who works with full-time equivalents (FTEs) in Hubspot or has a best practice regarding deals, pipeline and forec...

Discussion best practices

Mike_Eastwood

Key Advisor | Gold Partner

July 28, 2021 16:03

Hi @Evenitem Not quite sure what you're asking but I'm always up for a chat. Feel free to send me a private message with your calendar...
LMS integration with LMS

GHBMCO on July 25, 2021

0 upvotes

1 Replies

We have a series of courses and programs which we would like our Customer Contacts and end users to complete. They are free of chargbe content pieces but havng an idea of who has passed or who is certified would be an asset for us. We use Wor...

Discussion Integrations Marketing Sales Service

danmoyle

Top Contributor | Diamond Partner

July 26, 2021 05:02

Hi @GHBMCO . There's HubLMS from Impulse Creative, but it's built for HubSpot, not WordPress. I think what you're going to run into is that cross...
Running an Outbound Phone Sales Campagin in Hubspot

GHBMCO on July 25, 2021

0 upvotes

3 Replies

We have an internal team of Customer Success agents who we use to complete welfare sales calls tocurrent customers to check in, see if there is any issues and get any updates or suggestions. We would like to create specific campaign with tasks f...

Discussion CRM Sales

karstenkoehler

Most Valuable Member

July 26, 2021 00:07

Hi @GHBMCO , Exciting! If you have any specific questions about these individual topics, I'd recommend create separate threads for them. This ...
Creating or hiding contact list for different teams/members

Arefin on July 23, 2021

0 upvotes

3 Replies

Hi, I urgently need this help. Can anyone tell me how can I hide or make separate contact lists for separate teams or group members? In this way, the teams will see only their assigned contact lists when they open their HubSpot so that they don't ge...

Discussion Contacts Lists

natsumimori

Community Manager

July 26, 2021 22:43

@Arefin So you will need to ① create teams and distribute it to the users, ② set each user permission to "Team only", then ③create a list with...
Deal Probability property updates

etroiani on July 23, 2021

6 upvotes

0 Replies

I think this update is super powerful in terms of deal management: Deal Probability is now a property on Deals and can be edited individually by users or in bulk by workflows. The default value for each deal stage is still controlled in Deal Setti...

Discussion Professional
Any best practice? - My CEO wants his assistant to manage his leads and follow up

jeetdoshi on July 20, 2021

0 upvotes

1 Replies

Hi there! My CEO wants his EA to manage his leads and follow up. Has anyone figured out a best practice on this? Can the assistant use CEO's account on his behalf to manage his leads and follow-ups? Can this be done from the assistan...

Discussion best practices

karstenkoehler

Most Valuable Member

July 22, 2021 04:17

Hi @jeetdoshi , Generally this is possible, the details depend however on what exactly you'd like to achieve. Could you specify this? Wi...
Solved

Using Workflows to set Contact Lifecycle Stage

00437 on July 18, 2021

0 upvotes

3 Replies

I've read a bit about this and want to make sure I'm not setting myself up for failure here, or rendering my funnel conversion data nonsensical. I've built workflows to communicate with contacts based on their Lifecycle Stage. Here's how I've bu...

Discussion best practices Contacts How-To Professional Workflows

karstenkoehler

Most Valuable Member

July 18, 2021 22:11

Hi @00437 , Before moving the Lifecycle stage to a lesser value, you need to clear the property in a workflow. You should find a a "Clear prop...
Products vs Multi Select Property at Deals

Simonsway on July 17, 2021

0 upvotes

1 Replies

Hey Till today we were using multi-select dropdowns at Deal level to specify which product was purchased. Now there are products which we could use and add each product as a line item to each deal. We are trying to figure out where the advantag...

Discussion Professional

webdew

Top Contributor | Diamond Partner

July 18, 2021 21:21

Hi @Simonsway , Yes, properties are used to filter out the objects. yes you can use thus multi-select dropdown to filter out deals to ake a list. H...
Properly utilizing a CRM

IseyGarfield on July 16, 2021

0 upvotes

2 Replies

So using a CRM is new to me and I have been thoroughly liking the process of using it so far to track everything when I'm reaching out and prospecting. One question I have is, what are some good tips on really utilizing it to your advantage from ...

Discussion Free

webdew

Top Contributor | Diamond Partner

July 16, 2021 22:24

Hi @IseyGarfield , I f you ask me, every business has their own strategies and tactics to improve. But as per the email deliverability ...
Recommended Enterprise Staff Orientation and Overview to the Sales Hub

LAReid on July 16, 2021

0 upvotes

1 Replies

Good Afternoon from Toronto Canada We're launching the Sales Hub and we're are looking for Sales staff Sale Hub overview training and orientation materials. Any recommendations on academy or other training sources for end user trainng for staff w...

Discussion Enterprise

MiaSrebrnjak

Community Manager

July 19, 2021 06:36

Hi @LAReid , Thank you reaching out to the Community! I moved your post to the Sales Hub category to make sure it gets visibility from our Sal...
Top 3 powerful ways of using Hubspot fro the early stage B2B SaaS

dai-tokyo on July 15, 2021

0 upvotes

3 Replies

Hi! What is your top 3 powerful ways of using Hubspot fro the early stage B2B SaaS? We are getting $1000-3000 MRR potential leads recently - it is time to take off!

Discussion best practices

Josh

Recognized Expert | Platinum Partner

July 21, 2021 11:54

Hi @dai-tokyo , This is a great question with so many probable answers! In my experience with B2B SaaS, my top 3 would be: Spend time to c...
Feedback score from deal to contact

FHugi on July 12, 2021

0 upvotes

1 Replies

Hi, Situation: we are a matchmaking platform for the CNC industry, meaning our contacts can be buyers and/or manufacturers, and can take part on different deals over time, either as a buyer or as a manufacturer. Once the deal is closed won, we wan...

Discussion Enterprise

karstenkoehler

Most Valuable Member

July 13, 2021 01:36

Hi @FHugi , This sounds like a complex setup and it's hard to assess this without seeing all of the workflows and dependencies. @FHugi...

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