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RichReed
Member | Partner
Member | Partner
Member since ‎Jul 12, 2024
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VLe5 on July 31, 2024
Grouping pipeline stages on a report
Hi Hubspot Community! Is it possible to create a bar graph in Hubspot's reporting to show deals that are opened vs closed YTD? Please see the below graph: I was able to section out the ones that are closed, but I would like to group all the read more
Reply Discussion Enterprise
0 upvote
1 Reply
RichReed
Member | Partner
August 01, 2024
Hi there, You could use the deal property 'Is Deal Closed?' to achieve this. See the screenshot below of an example report.
Solved
JLetellier on July 30, 2024
Should we quarantine soft bounce contacts ?
Good Morning HS Community, We've come across some contacts that are causing some soft bounces in our emails. Consequently, having an impact on our bounce rates. However, these contacts could eventually become elligible once again for our emails, read more
Reply Discussion best practices
0 upvote
1 Reply
RichReed
Member | Partner
July 31, 2024
Hi Jason, If you go to the email you sent and select receipiants, you can see the 'soft bounced' reason. If you go to the bottom of this kno...read more
Rysk100 on July 29, 2024
Determining & Setting SQL Lifecycle from MQL
It would seem from Hubspot's recommended lead statuses they envisage that a seller wouldn't update any statuses prior to entering the SQL lifecycle as the first stage is 'New' If this is Hubspot's recommended practice then the SQL lifecycle stage read more
Reply Discussion best practices CRM Professional
0 upvote
3 Replies
RichReed
Member | Partner
July 30, 2024
This part of the lifecycle mapping is the most flexible and will depend on your sales process and volume of enquiries. I agree with your approac...read more
CLo_ on April 02, 2024
HubSpot SmartLead Integration
Integrated / connected my hubspot with smartlead but it's not recording any info in my contacts hubspot profiles. Assuming the point of integration is for emails to be recorded in client profiles. Any way to fix this instead of manually inputting ev read more
Reply Idea HubSpot Support
0 upvote
1 Reply
RichReed
Member | Partner
July 30, 2024
Make sure on the integrations tab withing Smartlead you have the 'add activity to HubSpot' toggle switched on. I would also double check within ...read more
Solved
BOCondún on June 24, 2024
How do you manage Outbound channels in your organisation?
Hi all, My organisation is setting up an integration with Instantly.ai. The idea is for our Sales team to perform outreach on Instantly and only push contacts over to HubSpot when they meet a set list of criteira (still deciding on what that mi read more
Reply Discussion RevOps
0 upvote
3 Replies
RichReed
Member | Partner
July 30, 2024
I would generally recommend keeping instantly.ai and HubSpot data seperate. The reason being is that you'll end up filling your CRM with lots of 'lea...read more
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