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Tips, Tricks & Best Practices

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BYow on Março 15, 2023

Key Account Management Workflow

Hi there! Im wondering if anyone has any tips or tricks on how best to set up a workflow to remind Account Managers/Customer Success Managers to reach out to their contacts every 30 days. I'm a little overwhelmed on exactly where to start so any h Leia mais

Responder CRM

1 avaliações positivas

8 Respostas

Accepted Solution

jolle

Especialista reconhecido(a) | Parceiro

Março 16, 2023 10:48

Hey @BYow , thanks for reaching out! And thanks for the mention, @PamCotton ! There are a few different approaches you can take here dependin...Leia mais

Solucionado

ChrisChiha on Outubro 13, 2022

Split property value into 2, based on comma

Hello, We have a property field that contains 2 values seperated by a comma. I would like to get the value of the property field that is before the comma only. Is there a way to achieve this? For example: Property value: Spain, Leia mais

Responder best practices CRM Enterprise How-To Workaround

0 avaliações positivas

5 Respostas

Accepted Solution

ChrisChiha

Top colaborador(a)

Outubro 16, 2022 07:30

Hey @Levi , Thanks! The export option worked for existing data. I created a js cusotm code for all new added stuff to have it scalable for the fu...Leia mais

Solucionado

RSiddula on Janeiro 20, 2022

Filters to remove the not useful data

Hello Community, I am trying to remove the not useful data (all objects i.e. contacts, companies etc) on Hubspot by checking some filters like, Company URL is unknown AND Company Website is unknown AND My_Org ID is known (This is auto g Leia mais

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2 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Janeiro 20, 2022 07:33

Hi @RSiddula , If you want to reduce the number of contacts, here are a few ways you could approach this: Email is unknown: These contac...Leia mais

Solucionado

1stClaas on Abril 21, 2021

Copy hubspot app support

When having trouble with hubspot, I can contact hubspot support which works superb with chosing a chat when available or creating a ticket. I would end up on a page where I can see all tickets created + the communication. Is it possible to have such Leia mais

Responder best practices Conversations CRM Service Settings Tickets

0 avaliações positivas

1 Respostas

Accepted Solution

TiphaineCuisset

Gerente da Comunidade

Abril 22, 2021 06:01

Hi @1stClaas Thank you for reaching out. This is not possible at the moment, however, I've found this integration that seems to mak...Leia mais

Solucionado

DevonBirch on Abril 10, 2021

How to create a clickwrap method agreement?

Hi all, First time here, hopefully posting in the right place. The participants in our platform are given some induction and training on how to use our facilities. After the training is done we would ask t routerlogin hem to sign a physi Leia mais

Responder CRM Free

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4 Respostas

Accepted Solution

Phil_Vallender

Participante de valor | Parceiro Diamante

Abril 20, 2021 08:33

Hi @DevonBirch In essence, Clickwrap method appears to be nothing more than obtaining definitive, freely expressed agreement and consent for...Leia mais

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