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EMcGrath on October 03, 2023
We are incorporating a new sales methodology into our sales strategy. With that, we are likely updating the sales stages we currently use. We'd like to keep using the same Sales pipeline while making these changes. Are there any considerations I sh read more
0 upvote
1 Reply
Hall of Famer | Partner
October 03, 2023 09:35
Hi @EMcGrath , Yes, a few things: HubSpot automatically stores the date of a deal when entering each stage. 'Old' deals will not have more
JPairis on October 03, 2023
Hi community gang, I'd like get the deal data 'Entered Stage Date' as is available in the report builder, but I can't find the internal name. The goal is to see if I can extract the information from this 'property' by API calling, as it fr read more
0 upvote
1 Reply
Key Advisor | Partner
October 03, 2023 08:56
Hey @JPairis there's a great post here from Karsten which should help you find the info your need!
BTadyik on October 03, 2023
Hello! I am trying to know if it is possible to create a LinkedIn post automatically about our new deal with a new customer, every time my company signs a new contract. New contract information is in Sales > deals thanks in advance
0 upvote
2 Replies
October 03, 2023 05:56
Thank you Karsten! I am going to test this.
mzebib68 on October 02, 2023
Hi, I've searched into the community but did'nt find any process to get this scenario. How can we update/synch new exchange rates for any open opportunities without changing the revenue (in local/company currency) set at the time of the clos read more
0 upvote
2 Replies
Top Contributor | Elite Partner
October 02, 2023 13:47
Alright, @mzebib68 , I see you're working on a portal with multiple currencies and you're concerned about updating the currency value for active more
TPesach3 on October 02, 2023
Hi all, Just added a chat flow to my website. trying to collect only Contact names and phone numbers (Without an email). I see when I don't collect email addresses it doesn't create a contact in my CRM. Is this solvable? am I missing something? read more
4 Replies
Top Contributor | Partner
October 02, 2023 09:22
Hey @TPesach3 Kindly read this article you will get an understanding of why it's not a best practice to create a contact in HubSpot without more
JDong on September 30, 2023
I find the Subscriber top Lifecycle Stage a bit of an oddball to deal with, because it almost seems to be like it should exist outside the funnel entirely. Obviously in a perfect world, someone moves from Subscriber to Lead to Customer, etc. But bec read more
1 upvote
2 Replies
Thought Leader | Elite Partner
October 02, 2023 08:48
Hey there @JDong . Agreed - the nuance of the customer journey is one that cannot be ignored. Honestly, I kind of ignore that specific lifecycle more
MBurack on September 28, 2023
Wont bore you with my frustating past, only lookign forward!! Struggling with Lead status vs Lifestyle change. We are pretty simple place. We sell new golf carts. We run facebook and google ads and get form leads in with good contract info read more
1 upvote
3 Replies
Contributor | Platinum Partner
September 29, 2023 09:04
Hi @MBurack ! To answer your question, " How would you set up the transition the lifestyle change and also the lead status change" > It more
JCaliguire on September 28, 2023
I work directly out of gmail to communicate with prospective customers and the activity gets tracked in HubSpot. Are there any automations for task creation I can set up? For instance, it would be great if every time I sent an email there was automa read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 28, 2023 14:46
Hi @JCaliguire , The best tool for this are sequences: In short, more
kevinphelps on September 28, 2023
We associate Companies, Contacts, Tickets, Deals, and custom objects in our case of Partners, and Projects. They all associate with one another. For example, if we set the Partner of a Company to Tesla, how can we make it so that all of the Con read more
Community Manager
September 28, 2023 16:55
Hi @kevinphelps , Great news! I came across a similar question from another user, and it seems that there is an app available in our more
LHysell on September 28, 2023
Hello all! I apologize in advance if this isn't in the correct space but I am struggling and hoping the community can help. We have forms that work right 90% of the time, however, the 10% is throwing me for a loop. When a customer is submi read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
September 28, 2023 10:54
Hi @LHysell , It's unfortunately all manual, as you described. Create separate record manually, copy paste property values manually, where more
JClementson on September 28, 2023
when I remove an attachment in an account but don't permanently delete the file where does it go and how can it be accessed again?
0 upvote
1 Reply
Community Manager
September 28, 2023 16:27
Hi @JClementson , Happy to help here! When you say "attachments", are you referring to file attachments on a contact record? e.g. JPEG more
JCaliguire on September 27, 2023
I am looking to transfer everything owned by one user to another user. Is there any way to transfer ownership of all records from one user to another?
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
September 27, 2023 15:38
Hi @JCaliguire , Yes, this can be done by bulk assigning ownership as explained here: more
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