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polle
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Membre depuis ‎avr. 22, 2020
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  • Solutions
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  • Réponses
    5
  • Mentions J'aime ajoutées
    45
  • Mentions J'aime obtenues
    145
  • Idées
    4

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TiphaineCuisset le Janvier 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 Lire la suite
Répondre Blog Announcement
49 Mentions J'aime
68 Réponses
polle
Contributeur
Janvier 18, 2023
Your answers have helped me out on numerous occasions, Karsten. Thanks and congrats!
JMaylandOlsen le Avril 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 Lire la suite
Répondre Idée Sales Reporting
185 Mentions J'aime
52 Réponses
polle
Contributeur
Janvier 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 ...Lire la suite
Résolues
granthanson le Mai 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 Lire la suite
Répondre Discussion Deals
1 Mention J'aime
13 Réponses
polle
Contributeur
Janvier 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 le Mars 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 Lire la suite
Répondre Discussion Professional
9 Mentions J'aime
11 Réponses
polle
Contributeur
Janvier 02, 2023
This is a great answer, thanks! Hopefully the HubSpot team can include this explanation in the knowledge base
steinarslatten le Janvier 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 Lire la suite
Répondre Idée Meetings
13 Mentions J'aime
3 Réponses
polle
Contributeur
Octobre 03, 2022
This is a major headache for me, I've double-booked timeslots before due to this.
cmccabe le Mars 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 Lire la suite
Répondre Idée Account Settings
153 Mentions J'aime
66 Réponses
polle
Contributeur
Août 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...Lire la suite
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