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CRuan
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Claire Ruan

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CRuan on September 26, 2024
Best Practices for Managing Inactive Leads and Opportunities in HubSpot
Hi, I'm new to HubSpot and currently managing my company's sales data within the platform. I’m facing a few challenges and would appreciate your guidance. Here’s a brief overview of our sales process: Sales Process: Le read more
Reply Discussion CRM Sales
1 upvote
2 Replies
CRuan on September 12, 2024
Lifecycle stage changes by HubSpot Calculation
Hi, I noticed that HubSpot is automatically changing the lifecycle stage, even after I manually set it. I do not know what is the creteria is based on to change the values. I'd rather just change the stages manually. Is there a way to prevent th read more
Reply Discussion Analytics Tools
0 upvote
6 Replies
CRuan
Member
September 12, 2024
Its at the very beginning when a contact record is created. Here is the logic: Contact - MQL - Opportunity - Customer
CRuan on September 12, 2024
Lifecycle stage changes by HubSpot Calculation
Hi, I noticed that HubSpot is automatically changing the lifecycle stage, even after I manually set it. I do not know what is the creteria is based on to change the values. I'd rather just change the stages manually. Is there a way to prevent th read more
Reply Discussion Analytics Tools
0 upvote
6 Replies
CRuan
Member
September 12, 2024
Its at the very beginning when a contact record is created. Here is the logic: Contact - MQL - Opportunity - Customer
CRuan on September 12, 2024
How to make the blog filter appear as two columns
Hi, I am adding a blog filter (by Tag) on the top of our blog listing page, I want the tags to appear as two columns instead of one long column, but I do not see the option to do so. Please help. Thanks!
Reply Discussion Blog
0 upvote
2 Replies
CRuan on September 12, 2024
Lifecycle stage changes by HubSpot Calculation
Hi, I noticed that HubSpot is automatically changing the lifecycle stage, even after I manually set it. I do not know what is the creteria is based on to change the values. I'd rather just change the stages manually. Is there a way to prevent th read more
Reply Discussion Analytics Tools
0 upvote
6 Replies
CRuan
Member
September 12, 2024
Its at the very beginning when a contact record is created. Here is the logic: Contact - MQL - Opportunity - Customer
CRuan on September 12, 2024
Lifecycle stage changes by HubSpot Calculation
Hi, I noticed that HubSpot is automatically changing the lifecycle stage, even after I manually set it. I do not know what is the creteria is based on to change the values. I'd rather just change the stages manually. Is there a way to prevent th read more
Reply Discussion Analytics Tools
0 upvote
6 Replies
CRuan
Member
September 12, 2024
Its at the very beginning when a contact record is created. Here is the logic: Contact - MQL - Opportunity - Customer
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