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PMelkonian on November 10, 2024
Silly (long winded) 2 part question: In my line of work, telco sales, a customer is never really closed lost, more like a 'no for now' situation. They could just not be ready, busy, contract is too far out, in which case we contact them again in Beitrag ansehen
Keegan4123 on November 10, 2024
Just created our first sequence. 32 contacts. I checked it a couple days later, and noticed there was a 16 person bounce. 50%... ouch. How do i see how it bounced though? All i get in the sequence is error under status. I ran a view that shows Beitrag ansehen
0 Likes
2 Antworten
Mitglied
November 10, 2024 13:58
Yeh didn't get anything. The only way i knew was going into the sequence results itself.
Keegan4123 on November 09, 2024
We have a network of sales managers (employees) and a network of dealers (contractors). The employees are in Hubspot CRM, and the dealers are not active users. We have a custom object association set up for them. My question, when a new custome Beitrag ansehen
0 Likes
2 Antworten
Mitglied
November 10, 2024 13:19
thanks it does look close.. on their site they say they can handle custom objects, but don;t see away in the system. do you know it at all?
AJ_Kakrot on November 09, 2024
Hello, I want to calculate number of days in each deal stage, so is there a way to calculate the same? Thanks
0 Likes
3 Antworten
Berühmtheit | Partner
November 10, 2024 01:46
@AJ_Kakrot in that case you'd have to create a today's date property (ideally using Operations Hub Professional or Enterprise, if you don't have th...Beitrag ansehen
TAG-MC on November 09, 2024
To thrive in today's competitive landscape, B2B companies must strategically align their marketing efforts with every stage of the customer journey: Awareness, Consideration, Conversion, and Loyalty. Unlike B2C, where the sales cycle is typically sh Beitrag ansehen
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SAden on November 08, 2024
Wir möchten gerne über HubSpot Rechnungen erstellen, aber die Standardrechnung sieht sehr leihenhaft aus. Kann man wie die Angebote die Rechnungsvorlage an seine Wünsche anpassen? Wo finde ich das. Suche mich dumm und düsselig.
0 Likes
3 Antworten
Berühmtheit | Partner
November 09, 2024 03:56
Entschuldige @SAden , falsch gelesen. Richtig, das ist aktuell noch nicht möglich. Andere Nutzer*innen habe das aber bereits angefragt: https...Beitrag ansehen
Keegan4123 on November 08, 2024
I have added about 50 custom properties to a custom object, some have values in them, most others have nothing in them. I built a report that has all the custom properties on there for each custom object. When I add it to a dealer card it filt Beitrag ansehen
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0 Antwort
AnthonyJohnson on November 08, 2024
As a Customer Success Manager, my role is to ensure that you get the most value from your HubSpot tools to drive your success. One of the most common challenges I hear from sales teams is how to efficiently develop sales opportunities while mainta Beitrag ansehen
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0 Antwort
Gelöst
AJ_Kakrot on November 08, 2024
In HubSpot we can assign owner on round robin but for my use case our sales team has a team of 10 and each of them have their week off on different days. So based on their availability i want to ensure the deal gets assigned to only sales person who Beitrag ansehen
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1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
November 08, 2024 16:33
Hi @AJ_Kakrot , No, this is not possible natively. You'd have to look into third party integrations (PocketKnife could be an option) or custom...Beitrag ansehen
Gelöst
AJ_Kakrot on November 08, 2024
Hi All, Through workflow I want to copy one date property to another date property if certain deal stage is met. While doing so in workflow I cannot see any option to copy property value in the same object. As far as I remember earlier their was Beitrag ansehen
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1 Antwort
Akzeptierte Lösung
Berühmtheit | Partner
November 08, 2024 16:37
Hi @AJ_Kakrot , HubSpot recently consolidated this within the workflow action "Edit record". It looks different but it's all still there. Firs...Beitrag ansehen
Keegan4123 on November 08, 2024
I am shocked there is not more demand for this item, or even discussion about it. But our use case insists we manage inventory at various locations. Ideally visable through hubspot. Curious what others have done, investigating pandaflow's inve Beitrag ansehen
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1 Antwort
Community-Manager/-in
November 08, 2024 16:28
Hey @Keegan4123 ! Thanks for the post. I found a similar thread that shares some workaround suggestions and third-party options for inventory man...Beitrag ansehen
ddokubo on November 08, 2024
I am trying to send emails within hub spot and it is not allowing me to generate an email please help. I have linked my email still no hope
0 Likes
3 Antworten
Berühmtheit | Partner
November 08, 2024 07:36
@ddokubo can you please share a screenshot? There are various places in HubSpot this could be referring to. If you're referring to the marke...Beitrag ansehen
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