CRM & Sales
Get the latest on HubSpot CRM and Sales Hub—pipeline design, sequences, reporting, and productivity tips. Learn how to keep data clean, speed up deal closure, and use mobile and integrations effectively.
HubSpot Help Desk: Why Aren't All Your Tickets Visible? (A Must-Read for E-commerce & RevOps)
Struggling to see all your tickets in HubSpot's Help Desk, especially those from APIs or workflows? We dive into a critical HubSpot Community discussion to explain why and what it means for your SLA management and customer experience.
Mastering HubSpot's Deal Pipelines: Making Closed-Lost Reasons Mandatory for Smarter Sales
Learn how to set mandatory closed-lost reasons in HubSpot's updated UI to gain critical insights into your sales process and improve RevOps. Essential for HubSpot users.
HubSpot Pipeline Predicament: Can You Recover a Deleted Default Deal Pipeline?
Accidentally deleted your HubSpot default deal pipeline? Learn why original stage IDs are crucial for integrations and what steps you can take to recover, inspired by a real community discussion.
HubSpot Cold Calling Mastery: Community Strategies for Sales Success
Optimize your HubSpot cold calling with expert strategies for lead segmentation, seamless data imports, and effective sales team coordination, drawn from HubSpot Community insights.
Streamlining HubSpot CRM: Can You Filter Associations by Default?
Dive into a HubSpot Community discussion about filtering CRM associations by default. Learn current limitations, best practices for data hygiene, and how to influence product development.
HubSpot Contact Count Conundrum: Why Your Email & CRM Might Disagree
Seeing different contact counts in HubSpot emails and your CRM? We dive into a community discussion to explain why this happens and what free users should trust.
HubSpot Data Model Dilemma: Handling Multiple Locations Under One Company
Struggling to model multiple company locations in HubSpot? Explore why Custom Objects are key for scalable data, and what Pro users need to know.
HubSpot Business Card Scanner: Smart Workarounds for Custom Fields & Faster Data Entry
Can you add custom fields to the HubSpot business card scanner? Learn expert workarounds from the HubSpot Community for efficient contact data entry and categorization.
Mastering HubSpot Segmentation: Finding Contacts Without Specific Tasks
Learn how to precisely segment HubSpot contacts based on the absence of specific associated tasks using cross-object filtering. A must-read for RevOps, marketers, and e-commerce users.
Mastering Conference ROI: Custom Events vs. Marketing Events in HubSpot
Unpack the HubSpot Community's expert advice on tracking conference ROI. Learn when to use Marketing Events vs. Custom Events for robust reporting and attribution in your CRM.
Mastering HubSpot Sequences: Manual Enrollment for Targeted Outreach
Learn how to manually enroll contacts into HubSpot sequences for personalized outreach without triggers. ESHOPMAN shares expert tips from the HubSpot Community.
No More Manual Entry! Bulk Upload Dropdown Options in HubSpot for Smarter Data
Discover how to quickly bulk add options to HubSpot dropdown fields, saving time and improving data accuracy for B2B segmentation, RevOps, and e-commerce strategies. A practical tip from the HubSpot Community.