polle

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solutions
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Upvotes Given
45
Upvotes Received
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TiphaineCuisset on January 17, 2023

Congratulations Karsten Köhler on 6000 Accepted Solutions

Please join us in congratulating @karstenkoehler on 6000 Accepted Solutions in the HubSpot Community. Hi everyone! We are delighted to announce this incredible milestone for Community Champion @karst read more

Reply Blog Announcement

49 upvotes

68 Replies

polle

Contributor

January 18, 2023

Your answers have helped me out on numerous occasions, Karsten. Thanks and congrats!

JMaylandOlsen on April 20, 2022

Team goals & sub-goals

Currently the Hubspot goas module does not support: 1. Using team goals in reporting & forecasting 2. Creating and using sub-goals. However, it's quite common to: A. Want to report on overall revenue goal achievement in a fiscal year B. B read more

Reply Idea Sales Reporting

186 upvotes

52 Replies

polle

Contributor

January 05, 2023

This seems like a quick win with big impact. It makes much more sense for us to have goals on a company level, and to be able to see these in charts ...read more

Solved

granthanson on May 23, 2019

SDR -> AE Handoff Process ?

Looking for some advice with our SDR to AE handoff process. Anyone willing to share their process and how they have it set up in Hubspot? Specific Question: Any way to copy the original contact owner (SDR in our case) on each contact/compan read more

Reply Discussion Deals

1 upvote

13 Replies

polle

Contributor

January 04, 2023

A newer and more suitable solution to this would be using the " Collaborators " feature which can be toggled on in Settings.

mathew_murphy on March 10, 2021

Preventing tickets from being associated with our company instead of the customer

Because of the limited functionality of the e-mail replies in HubSpot, our team temds to reply to tickets using e-mail clients, and also reply to personal mail that should have gone to the support address while CCing the support address. Unfortu read more

Reply Discussion Professional

9 upvotes

11 Replies

polle

Contributor

January 02, 2023

This is a great answer, thanks! Hopefully the HubSpot team can include this explanation in the knowledge base

steinarslatten on January 11, 2022

Meeting scheduling - book placeholder meetings in calendar when inserting proposed times

The new tool of "Insert proposed times" for scheduling meetings is great! However, there is some issues in the calendar management, especially for the sales team where the users tend to schedule a lot of meetings each day and the calendar fills read more

Reply Idea Meetings

13 upvotes

3 Replies

polle

Contributor

October 03, 2022

This is a major headache for me, I've double-booked timeslots before due to this.

cmccabe on March 23, 2020

Allow Customization of Preview Panel and Record Right Sidebar

I am implementing HubSpot Sales and CRM company-wide. We are starting with the most important features and rolling out 'nice-to-haves' as adoption increases. We are not using Tickets, Workflows, Memberships, or Playbooks at this time. Those features read more

Reply Idea Account Settings

153 upvotes

66 Replies

polle

Contributor

August 21, 2022

@LRosenbloom I signed up for the beta, it seems like only the inside-the-record right panel customization option is available and it is not yet pos...read more

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