At the moment, we assign company ownership based on state and company size, which works well because one company owner is responsible for prospecting...続きを読む
Hi Karsten, Thank you for your response! Apologies i should have phrased the question better. Yes, we have the option to create multiple company ow...続きを読む
Hi All, I’m looking for advice on account ownership structure in HubSpot. For companies where a single customer buys from multiple lines of business (e.g., different product lines or service offerings) and different sales reps specialize in each 続きを読む
We have a couple of Playbooks that update properties on the Deal Record Level. Sometimes the reps complete and log the playbook on the company level but it does not auto-associate with the deal the properties were updated for. Unless it's manu 続きを読む
E.g. An SDR logged a call/meeting and added the AE as an attendee. I'm trying to build a report on how many such calls did the particular AE attend. Is there a way to report basis 'associated contacts' or attendees on a call/ meeting? Thanks
What? HubSpot should auto-associate contacts to a company record if the contact's email domain is a part of the company's 'additional domains'. Why? In some industries, it is very common for Companies to get acquired, when this happens, as 続きを読む
Hi all, Just wondering if you track productivity metrics for your Sales Reps based on logged activities. If you do, how do you track activity metrics for reps who did not host the meeting/call but were attendees since HubSpot does not auto-a 続きを読む
Hi HubSpot Community, How do you deal with duplicate companies being created in HubSpot? I know HubSpot de-duplicates companies based on their domain names but we have come accross several instances where the domain name is different but 続きを読む
Hi All, I’m looking for advice on account ownership structure in HubSpot. For companies where a single customer buys from multiple lines of business (e.g., different product lines or service offerings) and different sales reps specialize in each 続きを読む