Unlock the Potential of HubSpot

Unlock the Potential of HubSpot

What capabilities will you be unlocking in your portal this week? Learn how you can automatically capture net new vs existing revenue, keep your prospects warm with a backburner pipeline stage, and how to onboard new starters like a pro with the HubSpot projects tool.

How to automatically capture whether a deal is from new or existing business in HubSpot

Differentiating between revenue from net new and existing customers empowers you to make data-driven decisions and maximise customer value. Hannah Fisher provides a walkthrough for automatically capturing this information (and is trying out a new way for you to be able to follow along in your own portal!).

No alt text provided for this image

How to use a 'Backburner' stage in a Sales Pipeline to keep on top of potential future deals

Some prospects aren't quite ready to commit right away, but haven't ruled you out completely. Some people just need a bit more time and this hack is perfect to make sure those opportunities don't go cold. Join Bridget Pyne for her hack to show you how she created the 'backburner' stage in her pipeline.

No alt text provided for this image


How to use HubSpot to onboard new starters

If you have HubSpot pro or above and are thinking about using another platform for task management, stop! The projects tool in HubSpot might be able to help. It can create lists that can be used internally but also sent to other HubSpot profiles or portals. Hollie Higa shows you how we use it for onboarding new starters.

No alt text provided for this image

Want to discover more ways to use HubSpot? Check out our HubSpot Hacks knowledge base

No alt text provided for this image


要查看或添加评论,请登录

BabelQuest | Accredited HubSpot Partner的更多文章

社区洞察

其他会员也浏览了