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LouiseHare
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Member since 4 weeks ago
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Louise Hare

- Freelance HubSpot Specialist eager to help businesses get the most out of HubSpot - Creative thinker with a love for designing solutions to overcome complex scenarios and issues

Activity

SRenaud on February 29, 2024
Our sales team is looking for a way to track future potential sales. When a client mentions their future plans but aren't yet ready to begin discussions. We need: A way to see the opportunities that may be coming up as a team Reminders to con read more
Contributor
February 29, 2024
Hi @SRenaud , It depends what kind of information you need to record for these potential opportunities/deals. Do you have a set list of product...read more
Solved
Emelie_ on February 28, 2024
Hi! I've made 2 forms (one with an application and one for questions) for one of our pages on our website and the submission is supposed to go to one of my colleagues email. She has access to service, CRM, marketing and forms but she still gets this read more
0 upvote
2 Replies
Contributor
February 28, 2024
Hi @Emelie_ , It could be that your colleague doesn't have access to the contacts that have submitted the forms. When you click to view a recor...read more
WHamsiou on February 27, 2024
Hello, I would like to know if there is a way to track the First contact resolution rate. I work in customer service and it would be usefull to know how many tickets did we closed by responding only one time to the client. Thank you verry much in read more
0 upvote
1 Reply
Contributor
February 27, 2024
Hi @WHamsiou , Yes, you should be able to do this. Create a single-object ticket report and use the filters 'Number of times contacted' is equa...read more
Solved
Anyacady on February 16, 2024
Hello! I need to create 6 individual reports for each sales rep to show their protected accounts (companies) that have not returned contact in the last 6 months. Is there a way to effectively do this? Returned contact includes replied to an read more
0 upvote
8 Replies
Contributor
February 27, 2024
Hi @Anyacady , It's hard to say without looking at the enrollment history for the workflow. Can you check the contacts that updated the co...read more
WWiant12 on February 22, 2024
Our company migrated from Salesforce to Hubspot last month and we migrated over all frecasted year end deals that were open as of EOY. Once migrated we implemented new deal stages and weighted amounts for all deals moving forward in Hubspot. The dea read more
0 upvote
2 Replies
Contributor
February 22, 2024
Hi @WWiant12 , If I understand correctly I think this will be a pretty straightforward fix. If you want to bulk update deals in a certain deal ...read more
CWorsley on February 22, 2024
We did a salesforce integration and as part of this it set up company owners for people who are set up as users with different email addresses. When searching for one of these people in the company/contact/deal owner dropdown filter, one appears fo read more
1 upvote
4 Replies
Contributor
February 22, 2024
Ok so I think what is causing the issue is that the integration automatically creates Salesforce Users in HubSpot (see the last FAQ here ). Because ...read more
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