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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
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
ITMarketer
Contributor
February 26, 2020
Reply to Work flow option: Avoid bank holidays
It would be nice if in workflows there was an option to not send emails during major holidays. Or days that you set in your portal somehow. Now, it's...read more
ITMarketer
Contributor
January 27, 2020
Reply to What one thing have you done to help your sales and marketing teams work together effectively?
Getting sales and marketing on the same page has been one of my biggest challenges. Implementing lead scoring (HubSpot score) has definitely made the...read more
ITMarketer
Contributor
January 24, 2020
Reply to Create Company Organizational Map
There is a plug-in called OrgChart in the marketplace that allows you to create org charts for contacts at the same organization. The free version ha...read more
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