val_spot_on

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Valeriia Smaliichuk

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val_spot_on on June 12, 2024

What's the best way to process leads from different sources?

Hello everyone! All unprocessed leads are identified in our system as 'Unqualified', but depending on source they should be processed differently e.g. registered on website though sequences, website requests though personalized approach and so on. W read more

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1 upvote

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val_spot_on on April 26, 2024

How can I filter or report the emails with reply from customer but no reply from sales rep?

Hello, I noticed that some customers emails are without reply, and I want to find such contacts and filter them by time period, e.g. to see how many contacts haven't received the reply in April.

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1 upvote

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val_spot_on on April 25, 2024

How can I retrieve statistics from the prospecting tool?

Hello everyone! I was looking for a help with prospecting tool, to answer our main question: How many leads we have? I think it's not the best practice to do it using Lifecycle Stage because it can change from Lead to Oppotunity etc. I want to c read more

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1 upvote

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val_spot_on on April 09, 2024

How can I create invoice with bank details (ACH) for my customer using HubSpot?

There's a new function called Commerce in HubSpot, but it was pretty confusing to me. I saw 'Invoice' function and thought that now I can create invoices directly with HubSpot without using any external tools e.g. Quickbooks, but when I open the inv read more

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val_spot_on on April 05, 2024

Is there any best way to sync LinkedIn (NOT Sales Navigator) and Instagram data to HubSpot?

Hello everyone! I've been researching solutions on the market to add LinkedIn/Instagram contacts and messages into HubSpot, but I couldn't find any solution on marketplace. So I searched outside of the platform and found HubLead for LinkedIn but I'm read more

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val_spot_on on March 26, 2024

How to enable reoccurring deal creation in HubSpot (one-time, monthly, quarterly, annual payments)?

Hello HubSpot community! I'm curious about the best practices for creating recurring deals and whether it's better to manage them in separate pipelines. I'm particularly interested in to handle different payment options like One-Time Payment, Mon read more

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