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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
AdamLPW
Key Advisor
March 04, 2021
Hi @ITMarketer , My understanding is that all email addresses included, CC'd, or BCC'd on emails sent with the logging options selected from O...read more
Solved
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
0 upvote
1 Reply
hsshane
HubSpot Employee
January 18, 2021
Hey @ITMarketer ! When you choose the File Download option when creating a Pop-up, the form step is skipped and for this reason HubSpot does not tre...read more
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
PamCotton
Community Manager
July 14, 2020
Hello @ITMarketer , 1: For sales, you are able to create a Workflow to create a task based on the MQL engagement. 2: It depends on every ...read more
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
SiddharthGarg91
Member
February 28, 2021
Hi @Josh @ITMarketer @SN , We have recently launched our 2-min Intro Video , 1-page Intro , Demo video playlist and Slide Deck . These...read more
Solved
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
Phil_Vallender
Most Valuable Member | Elite Partner
May 18, 2020
Hi @ITMarketer You can now disable the feature that automatically makes a contact an opportutiy or customer based on deal stage in your deal ...read more
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
1 Reply
kkarner
Participant | Diamond Partner
March 30, 2020
Best practice is to keep the sequence usage consistent, then you'll have a lot more data around what is/isn't working. I'd dig into why reps w...read more
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