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franksteiner79
(He/him)
Key Advisor
Member since ‎Oct 12, 2018
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Frank Steiner

I'm passionate about inbound marketing and have been a HubSpot fanboy since implementing it for the first time in 2015; so much so I joined HubSpot in 2018 as their first Inbound Consultant for the DACH region. I am now working as a freelance Marketeer | HubSpot Expert | CRM Consultant. Connect on with me on LinkedIn: https://www.linkedin.com/in/franksteiner/

Activity

MNar on June 28, 2023
Hi all, Just wondering why Hubspot seems to create a new template everytime a new sequence is created with pre-written emails or a new email is written within the sequence? I have so many new templates already from only a couple of new seque read more
0 upvote
8 Replies
Key Advisor
February 29, 2024
Hi @LRUNACRE & @MNar Are you creating sequences from scratch of from a pre-made sequence? The latter will always create new and e...read more
BCuyvers on February 27, 2024
When using the dashboard, I can see that the data from my 'deals' sales pipeline is incompletely visualized in the template graphs. For example, I know that more than 20 deals have been signed in the last period (as indicated by the filter), but it' read more
1 upvote
9 Replies
Key Advisor
February 28, 2024
Hi @BCuyvers Thanks, that does indeed help! You are building a funnel report with the setting to show deals that have gone through all...read more
03874 on February 27, 2024
Hey-- if then branches in workflows are Wayyyy to slow. If you're going to offer that ability they should execute faster. now seems like best practice is just to create a new trigger & filter for every specific branch which honestly is read more
0 upvote
2 Replies
Key Advisor
February 28, 2024
Hi @03874 That seems quite a broad and sweeping statement. From my experience if/then branches execute in real-time and are not causing wo...read more
BCuyvers on February 27, 2024
When using the dashboard, I can see that the data from my 'deals' sales pipeline is incompletely visualized in the template graphs. For example, I know that more than 20 deals have been signed in the last period (as indicated by the filter), but it' read more
1 upvote
9 Replies
Key Advisor
February 28, 2024
Hi @BCuyvers Thanks, that does indeed help! You are building a funnel report with the setting to show deals that have gone through all...read more
06891 on February 27, 2024
I am seeing contacts coming into the CRM through other employees and there's no clear cut description of how they are entering. The contact properties say " This contact was created from Offline Sources from CRM UI". Record Source: "CRM UI". La read more
1 upvote
2 Replies
Key Advisor
February 27, 2024
Hi @06891 CRM UI means CRM user interface and offline source is a broad categorisation that captures a number of source which are NOT online...read more
MDoyduk on February 27, 2024
One of our salespeople says he's had a few customers state that his meeting link does not work for them - although it seems to be working just fine and it also works for other customers. Not sure why it works for some but not others, maybe a br read more
0 upvote
4 Replies
Key Advisor
February 27, 2024
Hi @MDoyduk Can you provide some more context or screenshots? What do the customers mean when they say the link is not working? The link isn...read more
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