There are lots of reports you can add to your dashboard.
Tip: Think about what you want to achieve by having that report. We often use a longer timeframes on certain reports to see trends in enquiries and sessions by source. This will give you a good idea of what is happening.
Also, don’t forget you can click through on the report and see the detailed data.
Shot 3: HubSpot Sales Feature of the Week
Diving into Quotes on Deals
Simple to use, nice template designs
Simple to add contact and products
Mix recurring and one-off items
eSignature is being enabled for Pro in November (currently only in Enterprise)
Use Snippets to fill in comment and payment term boxes
Can’t edit Quotes after sending them
Can’t search for Deals that have Quotes, can’t find Deals that have Quotes accepted etc
Can’t use your own domain in the links
Doesn’t support tax automatically eg GST
No protection of Quotes on Deals that are Closed (eg you can easily delete a quote, even if the Deal is Won, and there’s no audit trail)
Shot 4: HubSpot Gotcha of the Week
Finding Deals that have quotes attached
Add your own custom Deal properties, and make sure to update at the time of adding the quote
Recommend using a date field to mark the date the quote was added
You can then create Deal Views that use the Quote property:
You can then add other criteria eg All Deals that active (ie not Won or Lost) and have a Quote date set.
Shot 5: Marketing Tip of the Week
Don’t be concerned by Google’s announcement about changes to rel=”nofollow” in links.