290: Setting Lifecycle stages on forms and deals, Re-engagement

HubShots - The Unofficial Down Under HubSpot...

290: Setting Lifecycle stages on forms and deals, Re-engagement emails gone wrong

Listen now

Description

This edition we dive into: • Outcomes versus Activities • Deal pipeline board view currency switcher on totals • Setting lifecycle stages on forms • Setting lifecycle stage when creating deals • Customer ticket portal settings • Re-engagement email campaigns getting accounts suspended • Stopping personal emails from getting logged in HubSpot • Gratitude reminder • The joy of unread books Full show notes available at: https://www.hubshots.com/episodes/episode-290 Recorded: Wednesday 02 November 2022 | Published: Friday 04 November 2022

More Episodes

See all »

307: HubSpot Content Hub (formerly CMS Hub)

In this episode we’ll cover: • What Content Hub is • What it replaces (ie CMS Hub) • The main features of Content Hub • Why it is a good choice for building websites • The current gaps • Pricing tiers and when to upgrade • How it compares to WordPress, and whether you should move from WordPress...

Published 04/03/24

HubShots - The Unofficial Down Under HubSpot Podcast

Published 04/03/24

306: HubSpot View tips, Copying Contact properties to Deals, Saved Sections, Associated Objects

This edition we dive into: • Did you start fast in 2024? • 🆕 HubShots Framework version is available • How to build a simple Marketing View of Contacts • How to build a simple Sales View of Contacts • How to efficiently copy up contact properties to a deal • How to use Saved Sections in HubSpot...

Published 01/25/24