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maggiebutler on September 14, 2020
OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n read more
14 upvotes
73 Replies
Participant
May 04, 2022 08:02
Hi there! My name is Griffin LaFleur and I have been a long time HubSpot solutions partner on the agency side of things, but have made my way client ...read more
MDorius on May 19, 2022
Has anyone figured out how to manually set the start and end date on a line item level for deals? We have mid year expansions and upsells that co-term with the existing subscription. So the mid year deal will almost never be whole months as is cur read more
0 upvote
0 Reply
MarianaBravo on May 19, 2022
Hi! I'm trying to set up a new rule for one of our PAID campaigns. Generally, the leads coming from PAID campaigns (synced to our system) go to one of our SDR's. How do I sync another SDR as we have a new campaign in LATAM and we want those leads t read more
0 upvote
3 Replies
Hall of Famer | Partner
May 19, 2022 04:12
Hi @MarianaBravo , You should see the workflow which takes care of the assignment in the activity timeline on the contact record (of those con...read more
Lorenz_Hive on May 18, 2022
Hey all, I am wondering if it is possible to save deal properties in the left sidebar of a company record? If possible, how does it work? Use case/ Context: - we can have multiple deals with one company and each deal has a different set of data read more
1 upvote
1 Reply
Hall of Famer | Partner
May 18, 2022 02:27
Hi @Lorenz_Hive , This is not possible, no. The current workaround is to create a duplicate of the property on the company record and use a d...read more
RMorgan on May 16, 2022
Hi wondferful community, I'm trying to update a deal field, but am having issues. The cvs file I have only has 2 records (as I'm testing before doing the real import!) The data is a direct export from hubspot. I've not tinkered with any colu read more
1 upvote
0 Reply
JOCallaghan1 on May 11, 2022
Hello, We are enrolled to receive Infotelligent Leads (more specifically, Infotelligent Intent). Does anyone use this system? If so, which criteria do you choose? For example we have been choosing 80% or greater for companies searching for E read more
JLefebvre3 on May 11, 2022
Hello, I would like to set up a process to track my customers' invoices using the Stripe integration in Hubspot. The process is as follows: 1) a new customer subscribes to my offer and a form is directly sent to him by email 2) the status "paymen read more
0 upvote
0 Reply
Solved
RSiddula on May 02, 2022
Hello Community, Hope everyone is doing well Is it possible to change the contact's owner property value and re-assign it to someone else. If YES, how can we implement this? using the workflow or any other options? Could you please lemme know. Tha read more
1 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 02, 2022 04:00
Hi @RSiddula , Yes, there are various ways to assign a record owner, you can find them here: https://knowledge.hubspot.com/crm-setup/how-to-s...read more
GaryPine on April 28, 2022
Good to see this RevOps course FINALLY be released in full. Having registered for a notification as to when the course went live seems to have been fruitless. Logged in this afternoon to check on the off chance, only to find that it's now available read more
0 upvote
1 Reply
HubSpot Moderator
April 29, 2022 00:32
Hi Gary, Sorry to hear that you didn't get notified. That's a real bummer. I actually helped with the promotion of this certification so I've a...read more
SJoshi94 on April 27, 2022
Background: Every time someone downloads a BOFU form (Request a demo, pricing etc) on our website we MQL them (lifecycle stage = MQL) and assign them to our sales team. Concern: 'Became a MQL date' is a dynamic field and updates every time l read more
0 upvote
1 Reply
Hall of Famer | Partner
April 27, 2022 21:47
Hi @SJoshi94 , I tried to reproduce this on my end but I'm not able to. (I'm checking this on the property history of a test contact .) ...read more
mbarba on April 22, 2022
Hi all! On Tuesday, April 26, 2022, at 10:00 AM (EDT) , I'll be hosting a Revenue Operations Office Hour with our RevOps Solutions Marketing Manager, Jan Bogaert, to discuss the brand new Revenue Operations Certification that I read more
lougable on April 20, 2022
Hi All, My company has two revenue streams SaaS revenue based on number of users on the platform (MRR) Variable revenue that is dependent on how many offices a customer books any given month We currently have all of our transactions in stri read more
1 upvote
1 Reply
Community Manager
April 21, 2022 11:56
Hello @lougable , thank you for posting your question in our Community! I would like to invite our top experts @Drew_Cohen @mariomaier any recom...read more
jbogaert on April 11, 2022
Hello Revenue Operators! HubSpot Academy launched a free Revenue Operations certification ! If you're in operations, or if you aspire to be, this course can be the foundation you need to grow your career as a RevOps professional. read more
1 upvote
1 Reply
Contributor
April 22, 2022 08:34
This is great - just started working through it today!
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