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  • subinsammathew on October 25, 2021
    1 Replies
    Hi, I was wondering if we can embed a pdf file which is uploaded in sales document to a webpage. When we upload a document we able to generate links to share. will the links remain permanent or will it expire? if remain permenant it ...
    Recognized Expert | Platinum Partner
    October 25, 2021 06:50
    Hi @subinsammathew , No, you cannot embed PDFs from the Sales Document tool to a website page by default. The link will remain permanen...
  • Solved
    PAllmond on October 20, 2021
    3 Replies
    I have a list of 600 people I want to reach out to. I'd like to get an opinion from the community. Do you... 1. typically start from a simple spreadsheet and then add people to Hubspot as a cold lead turns into a warm one? Or do you 2. impor...
    October 21, 2021 05:23
    Also - I have three excel columns of notes. Is there a way to import these all into a single field or to import them as notes on the contact?
  • Dan1 on October 20, 2021
    2 Replies
    Hi All, Around a year ago we read HubSpots Marketing blog: An Inside Look At HubSpot's Enterprise Marketing Playbook Within the blog it touches on how HubSpot implemented Product Qualified Leads and how it has improved things signi...
    Top Contributor
    October 21, 2021 04:11
    Thanks @sharonlicari kind of you to say.
  • simbokarl on October 19, 2021
    1 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 s Mobdro ome good tips on really utilizing it to your adva...
    Top Contributor | Diamond Partner
    October 20, 2021 03:45
    H @simbokarl , We there may be many different ways how and when you should approach your contact depending on the buisness. But the best approa...
  • Mstafa on October 19, 2021
    4 Replies
    Hello everyone, I have a problem and need suggestions. I want to redirect a URL which looks like to an outer URL.. For example I tried different ways but couldn't solve this issue....
    Recognized Expert | Platinum Partner
    October 21, 2021 07:46
    Hi @Mstafa , Can you attach a screenshot of the error or send to me directly? Thanks!
  • Solved
    MBraisby on October 18, 2021
    2 Replies
    I'm trying to figure out a way to add PDF attachments to each individual contact in a marketing email. The PDF contains information individual to the contact and the associated company, so can't be attached as a general email to each contact. Does...
    October 19, 2021 09:06
    Hi Stjepan, Thanks for responding and I see what you are saying, however, it still involves me manually associating each PDF link manually to each ...
  • bruzehual on October 16, 2021
    2 Replies
    Hello! My company recently cross the million dollar ARR mark (:-D). However our biggest on going challenge has always been how to find and prospect new customers (especially now that all the low hanging fruit is exhausted) One of my buddies wh...
    Participant | Platinum Partner
    October 18, 2021 08:59
    @bruzehual Congrats on the huge milestone! Hubspot Marketing and Sales Hub would be great options. Hubspot is the best CRM I have used as a sa...
  • SDavis6 on October 14, 2021
    3 Replies
    How are people reflecinting revenue share, revenue growth models in Hubspot? Right now, I just have an option for a total amount but it doesn't reflect the growth trends.
    October 15, 2021 12:47
    Hi Josh, We are looking to track this based on projects for active deals, not closed won. So for example if a proposed deal is based on a curren...
  • Solved
    jons47 on October 11, 2021
    4 Replies
    Hello - We have a SaaS business and we use HS to track deals from early stage until close. Once a deal is closed, there is an implementation process to get a new customer live with our product. We'd like to track how each deal is progressing in ...
    Community Manager
    October 12, 2021 20:15
    Thank you @HubDoPete and @webdew for the insights!
  • octuslimb on October 09, 2021
    1 Replies
    Hi all, What do account managers or customer success managers use to organize all account information, tasks, life cycle of account, etc? Looking for something simple and easy that I can use to assist with task reminders and hundreds of active ac...
    Top Contributor | Diamond Partner
    October 11, 2021 00:53
    Hi @octuslimb , HubSpot have this powerful reports tool where you can create reports for your clients and also create dashboards to mabage them. as...
  • Solved
    HeJoh on October 06, 2021
    1 Replies
    Hello, We are enthusiastic HubSpot users. Though, we experience some minor challenges with handling outbound leads. Is there any best practise to use and combine the lifecycle-stages/lead-status/deal-stages for Inbound AND Outbound leads? ...
    Most Valuable Member
    October 07, 2021 00:14
    Hi @HeJoh , Welcome to the HubSpot community! First off, I would recommend not to create separate pipelines for inbound and outbound con...
  • STsai on October 06, 2021
    1 Replies
    I hope I'm posting this to the appropriate thread/topic. Please let me know if I'm not. We need help implementing the chatflow JS script in a DNN (Dot net duke) system. Our system is appearing to trigger a chat even though we're only performing ...
    Community Manager
    October 08, 2021 02:46
    Hi @STsai Thank you for reaching out. I want to tag some of our experts on this - @tjoyce @BootstrapC @Mike_Eastwood do you have...
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