ADMiller18

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April Miller

Streamlining processes is my passion! I'm a marketing professional with 10+ years of experience managing email campaigns, creating inbound content, and proofing copy. Familiar with multiple CRM systems and email automation platforms, currently certified in HubSpot. Outside of work, I love reading, experimenting in the kitchen, and rewatching The Office for the nth time.

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KundanNasir 9月 27日, 2022

HubSpot Sales Analytics Tool

I have an important question regarding the HubSpot analytics tools. So basically our Sales agents are divided into multiple teams and we want to give access to Team leads to monitor the Sales Analytics for their respective teams, so they coul 続きを読む

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ADMiller18

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9月 27日, 2022

Depending on how many reports and Dashboards you already have in place, you can do a Dashboard for each team manager and filter it down by team owner...続きを読む

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Juraj 9月 27日, 2022

How to manage lead qualification for multiple sales teams

Hey guys, I would like to hear your best practices on how you manage lead statuses and lifecycle stages when you do cross-sell, you offer multiple services. Let's say you have a contact who is sales-ready for one product but is not ready for ano 続きを読む

返信ディスカッション

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ADMiller18

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9月 27日, 2022

Hi @Juraj ! What subscription level are you utilizing and are there instances where a customer would buy both products at once? Typically, lifec...続きを読む

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MGalime 9月 27日, 2022

Workflow with Filled out Form Submission action followed by autorespond email

Hi Everyone- I set up a workflow that collects people who have filled out a form, they get added to a list, tagged with a property, and an autorepond email with the information they signed up for gets sent. Current stats from my landing page sa 続きを読む

返信ディスカッション

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ADMiller18

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9月 27日, 2022

One additional thought - once they fill out the form and you set them as a marketing contact, you can also add a delay of 1 minute if there are other...続きを読む

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RyanWright 12月 28日, 2021

printing out a set of fields

There is a set of fields in my contact view, for one particular contact, that I want to print out. All of the data types of the fields are text. Is it possible to run a filter/report that will return all of the information in each field in some sort 続きを読む

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ADMiller18

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12月 28日, 2021

There isn't a default PDF export but you could export the data as an XLS and then re-save the file as a PDF. To save time, you can create and save a ...続きを読む

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carlyejowens 12月 28日, 2021

My email is bounced.

I tried to sign into an account I have without realizing that the inbox was unlicensed, so when HubSpot sent a log-in code, the email address bounced from their end, and now I'm unable to receive the log-in code emails to access my account.

返信ディスカッション Free

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ADMiller18

参加者

12月 28日, 2021

Are there other users on the account? The admin should be able to set up a username afffiliated with a functional inbox to grant you access.

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HubSpotVince 12月 28日, 2021

HubSpot pop-up form malfunctioning (screen shots attached; form glitching, not entirely visible)

As you can see above, the HubSpot pop-up form is malfunctioning on my site. Is there a way to fix this? Below is what the form preview looks like when I'm logged into HubSpot:

返信ディスカッション Forms

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ADMiller18

参加者

12月 28日, 2021

What are the current triggers that cause the form to pop up? I would try changing the box to be a slide-in form from the left or right instead of a p...続きを読む

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