karstenkoehler

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Karsten Köhler

HubSpot Freelancer • RevOps & CRM Consultant • HubSpot DACH Marketing Manager 2016-2019 • Beratung auf Stundensatzbasis • Termin vereinbaren: https://app.hubspot.com/meetings/karstenkoehler/45-30-15

Activity

katherineladue on April 24, 2024

ZoomInfo Inbound Enrich Best Practices

I hope this isn't a dumb question... I'm setting up ZoomInfo Inbound Enrich for the first time for a client, and just wondering about some best practices. I know in general it's advisable to create duplicate custom HS properties for ZoomInfo t read more

Reply Discussion best practices Integrations

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karstenkoehler

Hall of Famer | Partner

April 25, 2024

Hi @katherineladue , If your client says that it's fine to overwrite existing information, assuming that the ZoomInfo data will be more accura...read more

MannyOseguera on April 24, 2024

Dashboard for time past from one pipeline to another one

In my sales department we work with two different pipelines, the first one is Sales pipeline and then at a certain point the deals are moved to an Implementation pipeline . I need to create a dashboard that shows how much time it takes from when read more

Reply Discussion Dashboards

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karstenkoehler

Hall of Famer | Partner

April 25, 2024

Hi @MannyOseguera , Generally, it's not recommended to move deals between pipelines as that will remove some of the information that HubSpot i...read more

Solved

MossbackGus on April 24, 2024

Making columns narrower

In the CRM under Deals, is there a way to make the columns narrower which would enable being able to see more stages across the screen?

Reply Discussion Free

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2 Replies

karstenkoehler

Hall of Famer | Partner

April 24, 2024

Hi @MossbackGus , Unfortunately not, no, these are fixed width and cannot be adjusted. Best regards!

NaomiZ on April 24, 2024

Multiple Hubspot Submission Forms are coming in one top of other Submissions

For our sales team, we get Hubspot Submission Forms through our emails. Sometimes, multiple submission forms will show up in an email when they should be coming through in separate ones. I have even seen where a form came through in its own email bu read more

Reply Discussion Sales

0 upvote

2 Replies

karstenkoehler

Hall of Famer | Partner

April 24, 2024

Hi @NaomiZ , In the options tab of the form editor, there is a setting "Always create contact for new email address". Enable it and the issue ...read more

JMurphy39 on April 24, 2024

utm_campaign is blank on Automated Emails

Hello: We have turned on the source tracking for emails - in the Settings -> Marketing -> Email -> Tracking tab. utm_medium=email utm_source=hs_email (this is used for regular emails, blog and RSS emails and feedback survey emails) utm_ read more

Reply Discussion Marketing Email

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karstenkoehler

Hall of Famer | Partner

April 24, 2024

Hi @JMurphy39 , Have you created a campaign and associated it with the automated email (in the settings tab of the email editor)? https...read more

BDowding on April 24, 2024

Radio Button

I have created a property and am attempting to use radio buttons for the information to be captured in HS. However, when I go back to the form the radio buttons do not appear and instead the defined answers show up as a pull-down menu. Anyone have i read more

Reply Discussion Companies Lists

0 upvote

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karstenkoehler

Hall of Famer | Partner

April 24, 2024

Hi @BDowding , Dis you accidentally select a drop-down instead of radio select? You can double check by looking up the property under Settings...read more

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