HFisher7

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Guide | Elite Partner

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solutions
110
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Hannah Fisher

Self-professed HubSpot nerd since being introduced to the platform back in 2018. Scoping and configuring operational CRM processes is my special nerd skill.

Activity

Solved

LCárcamo on October 04, 2024

Export Leads' data from the Prospecting workspace

I believe without the export option my team and I might opt out of using the Prospecting/Leads feature, even though we see a lot of value in it. The lack of an export option, such as the ones from the Contact, Company, and other pages from CRM (fir read more

Reply Discussion CRM

1 upvote

7 Replies

HFisher7

Guide | Elite Partner

October 07, 2024

@LCárcamo - You can opt into the 'Lead Summary Public Beta' via these instructions: https://knowledge.hubspot.com/account-management/opt-your-hu...read more

Solved

jdv123 on October 03, 2024

Contacts with missing time zones

Is there a way to mass fix contacts who have missing time zones? I have a client who wants to do localized time sends but like 65% of their database is missing time zones.

Reply Discussion Contacts

1 upvote

3 Replies

HFisher7

Guide | Elite Partner

October 07, 2024

@jdv123 Just an FYI that the native 'HubSpot schedule emails based on time-zone' sends based on IP timezone , which is a read-only property and ca...read more

Solved

MaxOchoa on October 04, 2024

Measuring MQL acceptance

Im trying to measure acceptance of Marketing qualified leads. (using lead object) I have set up that when a contact becomes and MQL it will automatically create a "lead" for that person in the stage of "New". At this point it can be accepted and m read more

Reply Discussion Enterprise

0 upvote

2 Replies

HFisher7

Guide | Elite Partner

October 07, 2024

Hey @MaxOchoa - I'd recommend using a funnel report to calculate your accepted MQL conversion rates, the number of leads that moved from 'New' to...read more

Solved

LCárcamo on October 04, 2024

Export Leads' data from the Prospecting workspace

Reply Discussion CRM

1 upvote

7 Replies

HFisher7

Guide | Elite Partner

October 07, 2024

@LCárcamo - You can opt into the 'Lead Summary Public Beta' via these instructions: https://knowledge.hubspot.com/account-management/opt-your-hu...read more

BrightBull on October 06, 2024

Can you hide the "+add" action on right hand side association cards

Hello community, I wanted to get your views on this. We are currently working with a client that uses UI extension to create / edit / manage quotes and subsequently line items. The goal is to restrict users from editing or addi read more

Reply Discussion CRM

1 upvote

2 Replies

HFisher7

Guide | Elite Partner

October 07, 2024

@BrightBull - The three solutions are good, the top two would take very little time to implement. What is your specific ask here? How to implement ...read more

Solved

ZBrown58 on September 19, 2024

Last Meeting Date and Type

I feel like this should be easy, but I'm having a hard time figuring it out. I want to be able to see the last meeting date (as well as meeting type and outcome) in my deal views. So we can easily see for our deals when the last meeting was, wh read more

Reply Discussion Professional

0 upvote

6 Replies

HFisher7

Guide | Elite Partner

September 23, 2024

@ZBrown58 - The recent activities section in the Deal overview will show this, it can be filtered to only show meetings if required.

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