Custom properties you should be using on deals

May 28, 3:00 – 3:30 AM

Unlock the power of custom properties for your HubSpot deals! Discover essential properties, explore their use cases, and optimise your reporting with custom reports. Whether debating their necessity or choosing the right ones, join in is this HUG to unpack the power of having an elite set of custom deal properties.

AutomationCommunity-Led

About this event

About this event

Custom properties you should be using on deals

Each session is intended for 30 minutes but may vary based on audience participation:

HUG 9 - Custom properties you should be using on deals

  • Recommended custom properties that you might find useful to add to your HubSpot deals.
  • Essential custom properties you might consider using.
  • Discussion: Do you need custom properties if other HubSpot tools can do the job?
  • Whatever properties you decide - get them on the left-hand sidebar and in your section if need be.
  • Reporting of your custom properties or combinations as custom reports.
  • Unpack your unique Deal Custom Properties use cases.


Did you miss the previous HUGs? Catch up here:

HUG 1 - Know your deals. (a 360-degree view) (https://www.youtube.com/watch?v=uP080HkSYUc)

HUG 2 - The sales tools that organise for you. (https://www.youtube.com/watch?v=ta55dMj-UEY)

HUG 3 - Sales performance tracking and reporting. (https://www.youtube.com/watch?v=gxJ3-DoqJ2A)

HUG 4 - Navigating the HubSpot Mobile App. (https://www.youtube.com/watch?v=MZdBu7-K9BQ&t=1s)

HUG 5 - Build or refine your sales pipeline. (https://www.youtube.com/watch?v=9_LwtSruh-s&t=1s)

HUG 6 - How to do HubSpot Lead scoring - The HubSpot & Lead Scoring Recipe (https://www.youtube.com/watch?v=dobSggomQfk&t=1388s)

HUG 7 - The Sales Playbook - Why a 'playbook', where does this come from? (https://www.youtube.com/watch?v=tYxJjyqXTuE&t=2s)

Hug 8 - Conversational Marketing for sales people. (https://www.youtube.com/watch?v=UUmS9s3ytKc)


Who should attend the HUG?

This HubSpot User Group (HUG) caters to both beginners and advanced users within sales teams, encompassing all team members: sales managers, sales reps, and business development professionals. The duration of each HUG depends on the level of audience participation and engagement.


Are there any requirements for attending this HUG event's sessions?

No, there are no prerequisites. However, you may derive more value from the sessions if you take the time to identify your formal sales process and consider your sales process stages, as well as your actions at each step. Take a moment to map out your lead qualification process and reflect on your current methods for qualifying leads. Consider who is responsible for each task in creating and closing a sale, and what occurs at each stage.


For additional Q/A regarding the HUG series please visit the Lupo HUG page.

Speaker

  • Glenn Miller

    Lupo Digital

    Director, Growth Strategy & Customer Experience

Organizers

  • Glenn Miller

    Lupo Digital

    HUG leader

  • Nimrod Ktalav

    Lupo Digital

    Nimrod Ktalav

  • Maai Cosinas

    HUG Team

  • Michael Wolf

    HUG Support

  • Piyush Kapadia

    Graphic Designer

  • Sanjeev Kumar

    Web Developer

Partners

Lupo Digital logo

Lupo Digital

HubSpot logo

HubSpot