Jenny26

TErickson_OW on January 24, 2023

Hi All, Question, can I create custom Pop-Up Tours for when I make changes in Hubspot? Let me drop some context here. This would be for all users. If I could enable it by team that would be even sweeter. As Hubspot rolls out new features , the read more

Reply Idea Properties

12 upvotes

6 Replies

Jenny26

Top Contributor

January 24, 2023

Great idea! Having the ability to make custom popups or tooltips would help with user adoption.

JorieMunroe on July 11, 2021

Pitfalls to Avoid When Creating Landing Pages

Creating and optimizing landing pages is a crucial step in your lead generation efforts. What's a common mistake I always see and try to avoid? Not having a second offer or CTA on the thank you page. It’s a smart move to keep your primary read more

Reply Discussion

173 upvotes

407 Replies

Jenny26

Top Contributor

January 24, 2023

Avoid copy that is vague & unclear. Also, forms with more fields than needed are a pitfall as well.

Solved

Jenny26 on January 05, 2023

Workflow to create multiple custom object records

Hi everyone, I'm trying to design a workflow that creates multiple records for our custom object. Here are the details: We have a custom object called "Projects." We have a deal property called "project type." This is configured as a multi-s read more

Reply Discussion Enterprise Workflows

0 upvote

3 Replies

Jenny26

Top Contributor

January 06, 2023

Thank you, Jacob! I created a separate workflow for each type and that seems to be working great. I appreciate your help very much!

Solved

Jenny26 on January 05, 2023

Workflow to create multiple custom object records

Hi everyone, I'm trying to design a workflow that creates multiple records for our custom object. Here are the details: We have a custom object called "Projects." We have a deal property called "project type." This is configured as a multi-s read more

Reply Discussion Enterprise Workflows

0 upvote

3 Replies

Jenny26

Top Contributor

January 06, 2023

Thank you, Jacob! I created a separate workflow for each type and that seems to be working great. I appreciate your help very much!

Solved

Jenny26 on November 22, 2022

Custom Object Pipeline - sort by owner?

Hi everyone, In the deals view, it's super easy to sort by deal owner by selecting a HubSpot user (see below). Any ideas on how we could do this in the Custom Object view? When creating a custom object, the only property types available for read more

Reply Discussion Custom Objects Enterprise

0 upvote

2 Replies

Jenny26

Top Contributor

November 23, 2022

Thank you, Frank! We'll do the custom view - I appreciate your time in replying!

Solved

Jenny26 on November 22, 2022

Custom Object Pipeline - sort by owner?

Hi everyone, In the deals view, it's super easy to sort by deal owner by selecting a HubSpot user (see below). Any ideas on how we could do this in the Custom Object view? When creating a custom object, the only property types available for read more

Reply Discussion Custom Objects Enterprise

0 upvote

2 Replies

Jenny26

Top Contributor

November 23, 2022

Thank you, Frank! We'll do the custom view - I appreciate your time in replying!