Post by account_disabled on Jan 3, 2024 21:39:27 GMT -12
Which are also filled in automatically provide additional information here An example If the Type of original source is an organic search query you will find the search term if any under Original source information and the search engine Google Bing etc under Original source information As of a recent update these three properties are now automatically applied to deal records The values are taken from the first contact that is assigned to a deal An example to illustrate Jonas Super reaches your website via a LinkedIn link and fills out a form there.
One of your employees creates a deal in it with the Jonas Super contact record Later a total of three additional contacts will be created and linked to the super deal The Type of Original Source is stated as Social Media in both the Jonas Super contact record and the deal entry For both entries the source C Level Contact List LinkedIn is entered under Information on the original source The name of the campaign is entered in both entries under Information on the original source HubSpot CRM Source information of leads Bonus tip These fields provide valuable insights even at the level of individual deals But in combination with the reporting functions.
These features offer even more far reaching advantages Based on this data you can use the reporting add on to create the following reports among others Sales generated by social media platform With this report you can find out which social networks are most worthwhile for you in the long term For example you can check whether you are actually achieving something with your activities on Twitter and whether you are generating as much sales via Twitter as you do via Facebook HubSpot CRM Revenue generated broken down by social network Pipelines by Sources You can use this report for example.
One of your employees creates a deal in it with the Jonas Super contact record Later a total of three additional contacts will be created and linked to the super deal The Type of Original Source is stated as Social Media in both the Jonas Super contact record and the deal entry For both entries the source C Level Contact List LinkedIn is entered under Information on the original source The name of the campaign is entered in both entries under Information on the original source HubSpot CRM Source information of leads Bonus tip These fields provide valuable insights even at the level of individual deals But in combination with the reporting functions.
These features offer even more far reaching advantages Based on this data you can use the reporting add on to create the following reports among others Sales generated by social media platform With this report you can find out which social networks are most worthwhile for you in the long term For example you can check whether you are actually achieving something with your activities on Twitter and whether you are generating as much sales via Twitter as you do via Facebook HubSpot CRM Revenue generated broken down by social network Pipelines by Sources You can use this report for example.