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  • Evenitem on July 26, 2021
    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...
    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...
  • GHBMCO on July 25, 2021
    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...
    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...
  • GHBMCO on July 25, 2021
    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...
    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 ...
  • Arefin on July 23, 2021
    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...
    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...
  • etroiani on July 23, 2021
    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...
  • jeetdoshi on July 20, 2021
    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...
    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
    00437 on July 18, 2021
    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...
    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...
  • Simonsway on July 17, 2021
    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...
    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...
  • IseyGarfield on July 16, 2021
    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 ...
    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 ...
  • LAReid on July 16, 2021
    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...
    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...
  • dai-tokyo on July 15, 2021
    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!
    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...
  • FHugi on July 12, 2021
    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...
    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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