I have been bouncing between sales and mechanical engineering throughout my career. These two areas overlap at problem solving, and HubSpot has proven to be a great tool as we work our way through the sales and customer management process.
1. Zach Byrnes, USA, Iowa 2. I believe RevOps is important because of its impact to the bottom line and to help leaders to see around the corners. I...read more
I have a slightly different idea that I think would truly support workflow documentation in the same spirit HubSpot typically provides solutions for ...read more
We are a SaaS company and when we close a deal, the line items on the deal will be 1 of 2 options. Those options are managed by properties, so it wou...read more
Currently, we can assign tasks to custom objects by manually creating them or by creating tasks in a custom object workflow. However, we are not able to create tasks associated too custom objects in the other object workflows nor are we able to view read more
Hello, We are using the custom object functionality, and I stumbled on the ability to edit the displayed properities on our associated custom object card when viewing it from a different object type. See the attachment for an example. It wou read more
I'm very interested in the recent updates to forecasting sales, but we are not able to use it as it's currently set up. We are not focused on revenue yet, therefore, we only set goals for the sales team to sell SaaS. The forecasting functionality wo read more
We have a custom object called Subscriptions , and we auto generate a subscription from a deal workflow during our customer onboarding process. The Subscriptions object is connected to our admin page through the HubSpot API, so the account data is read more
Currently, we can assign tasks to custom objects by manually creating them or by creating tasks in a custom object workflow. However, we are not able to create tasks associated too custom objects in the other object workflows nor are we able to view read more
Hello, We are using the custom object functionality, and I stumbled on the ability to edit the displayed properities on our associated custom object card when viewing it from a different object type. See the attachment for an example. It wou read more