New to hubspot - looking for some best practices/guidance specific to a Seller Agent model (such as they are prevalent in Real Estate). My goal is to set up a (simple) Sales process for a (kind of a) Real Estate Seller Agent model, i.e. our...
Hi HubSpot Community! I'm new and I was wondering if you could walk me through how to sort by a column for all of the pages of my contacts. I recorded a one-minute Loom video to show you what I mean. Please review and let me know how to...
I am excited about trying to get HubSpot all set-up and import everything well. I have a few questions. 1) Our companies have both actual addresses and mailing addresses. I would imagine others use both of these fields, as well. How do you do ...
We are just getting set up with HubSpot CRM and therefore have a ton of historic data we would like to bring into the system, "Created Date" being one of them. As this is a read only property set by HubSpot, we aren't able to import data into t...
Hi community I have another question. In our account we have 3 sales managers who send emails to customers and receive responses. Where can we see the overall statistics of how many responses we received, how many responses were positive and how man...
Dear All, Im still getting used to the novelty of Hubspot and was trying to find the answer in the tutorials but could not find a clear response. We currently do have different Pipelines (Sales/Recruiting/BD). When creating a deal however, a...
Dear all, I hope you can help me with this particular situation: Me and my colleague are using 2 different accounts and figured that it would benefit us to become 2 users of the same account in order to align our CRM processes. I exported all my ...
Hello, We are a construction service business. We work numerous on-site for numerous builders and subcontractors. Usually we approach our sales in parallel which starts the moment the project is awarded to a builder. We will check for an existin...
Hi All, I feel like this is a very basic question but I can't find the explanation anywhere. When creating a new property on deals, what is the difference between the use of Deal Activity and Deal Information? Thanks, Marta
I have exported all properties using the 'Export all properties' button like so: Is there a way to now import the exported files into another Hubspot instance? Instead of having to manually add each property and it's values.
We are a private language school and we want to use HubSpot to grow. I'm wondering if there's a way to add class registration details and payment information onto the CRM. For example, when a student has gone through the sales pipeline and has "wo...