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ITMarketer
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Member since ‎Dec 5, 2017
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Rebecca Spoont

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ITMarketer on March 03, 2021
Managing Logging Contacts
Our sales team uses the Outlook plug-in to track and log their email communication. My issue is- when they are emailing with contacts who are in HubSpot and those who are not.. how can we better manage so that not all contacts are logged that ar read more
Reply Discussion Professional
0 upvote
1 Reply
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ITMarketer on January 15, 2021
Tracking Pop-Up Forms
I want to use a pop-up form to share a file. But, I don't want the contact to have to enter info to get the asset, just click 'download' button. My issue is HubSpot doesn't track these as clicks on an individual level so I don't have visibility read more
Reply Discussion Forms
2 upvotes
2 Replies
ITMarketer on July 13, 2020
Handing Leads to Sales Process & Best Practices
Looking for the steps marketers are taking when they have a MQL who is ready to be engaged in sales. How are you notifying sales? Tasks and internal emails? Are you setting SLAs for sales response and follow-up? Do you have standard sequences fo read more
Reply Discussion
0 upvote
1 Reply
ITMarketer on June 04, 2020
Notified When Document is Downloaded
Was wondering if it's possible to know when a contact downloads a document? I have not been able to find this information. Anyone know a workaround?
Reply Discussion Documents
0 upvote
4 Replies
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ITMarketer on May 18, 2020
Lifecycle Stage Changes When New Deal is Created
I'm noticing that contacts who are designated as a lead- when a new deal is created- the lifecycle stage automatically flips to opportunity. Unfortunately we sync information with another system and can't use that lifecycle stage. How can I stop read more
Reply Discussion Deals
0 upvote
1 Reply
ITMarketer on March 30, 2020
Sequence Best Practice Advice
Looking for advice from more advance Sales Hub users... I'm the marketing person and currently creating email templates to be used in a sequence by members of the sales team. Is it best practice for each sales rep to clone my sequence templa read more
Reply Discussion Sequences
0 upvote
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