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

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PAtlan on Março 14, 2024

Preventing automatic email association with deals

Hi all, As explained in this article: https://knowledge.hubspot.com/records/associate-activities-with-records , Hubspot automatically associates e-mails logged in to a company with the five last open deals in the company. In my case, this r Leia mais

Responder Discussão best practices Deals

2 avaliações positivas

4 Respostas

karstenkoehler

Membro do Hall da Fama | Parceiro

Abril 24, 2024

@PAtlan @GLloyd1 this is now in private beta 🙂 Replace the 123456789 with your own portal ID: https://app.hubspot.com/product-updates/1234567...Leia mais

Solucionado

OBetzalel on Abril 24, 2024

Change a property value automatically based on date

Hi, I have a dropdown select property value with the values: Yes/No. I have another Date property in a future date. When the date is reached (someday - no user engage with the record) - I want a workflow to change the property value to "No". Now Leia mais

Responder Discussão Professional

0 avaliações positivas

8 Respostas

karstenkoehler

Membro do Hall da Fama | Parceiro

Abril 24, 2024

@OBetzalel 1. Correct 2. No, this would have to be changed to "is more than 0 days from now" 🙂

Solucionado

KMcKenz on Abril 24, 2024

Compare Multiple Months of Lifecycle Stage Conversions

Hello there! We are tracking the conversion rate between lifecycle stages per month (in this case how many marketing leads convert to sales leads), and I found a fantastic report that mostly gets me what I need (showing me all contacts that have bee Leia mais

Responder Discussão Dashboards Professional

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karstenkoehler

Membro do Hall da Fama | Parceiro

Abril 24, 2024

Hi @KMcKenz , For this particular visualization, that's correct and there aren't any ways around that within one report. However, you can crea...Leia mais

JMOT on Abril 24, 2024

Pre-filled forms for onboarding

Hey I'm brand new to Hubspot so forgive me if I'm asking something silly.. What I'm trying to do is be able to send contacts an "onboarding form" with extra key fields of info I need from them in order to service their needs. If I send t Leia mais

Responder Discussão best practices

1 avaliações positivas

5 Respostas

karstenkoehler

Membro do Hall da Fama | Parceiro

Abril 24, 2024

@JMOT wrote: So those variables would automatically populate if I send the client an email from within Hubspot? Correct 🙂 They work like...Leia mais

Solucionado

OBetzalel on Abril 24, 2024

Change a property value automatically based on date

Responder Discussão Professional

0 avaliações positivas

8 Respostas

karstenkoehler

Membro do Hall da Fama | Parceiro

Abril 24, 2024

@OBetzalel 1. Correct 2. No, this would have to be changed to "is more than 0 days from now" 🙂

RMitchell33 on Abril 24, 2024

Colour coding deal views as a method of grouping

I was wondering if there could be a way to custom colour code the tabs for different deal views in order to differentiate and group views based on what information they hold. For example, I have a couple views that filter to look for missing infor Leia mais

Responder Discussão CRM

0 avaliações positivas

3 Respostas

karstenkoehler

Membro do Hall da Fama | Parceiro

Abril 24, 2024

This is unfortunately not possible at this stage. However, you can request this here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_I...Leia mais

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