Craig Bailey
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craigbailey.bsky.social
Craig Bailey
@craigbailey.bsky.social
Use HubSpot Better.
I post quick HubSpot tips.
Also: Search for "HubShots" on YouTube or visit: https://www.youtube.com/@HubShots
(Aside: there's a whole other discussion around whether you should let a deal go backwards in a pipeline - there's a pipeline Rules setting to disallow that - but that's a conversation for another time.)

3/3
June 9, 2025 at 11:43 PM
For example:
- Time in current stage: is only the current time it has been in the stage (excludes previous times)
- Cumulative Time in [Deal Stage] only updates when a deal exits the stage (doesn't include the current time)
- Latest time in [Deal stage] the most recent time it was in the stage

2/3
June 9, 2025 at 11:43 PM
And it's not a game changer. Well, at least not to anyone who is reading this...
But it is a useful reminder to make sure you are using the basics well.
We showed this to a client on a call recently (they didn't know about it) and it is going to help them improve their use of HubSpot.
May 21, 2025 at 8:01 AM
The screenshot below should be enough to show how it’s done, but if you’d like a fuller walkthrough, let me know.

Quick tip: edit the first row field to set Sort and Limit options.

2/2
April 13, 2025 at 11:55 PM
Properties getting Archived is an interesting one to check.
April 4, 2025 at 7:03 AM
When preparing for prospect discovery calls, we often get the prospect's photo from LinkedIn and add as a Note, along with noteworthy details, so that whoever is running the call can quickly review just before the call.

(Also, reminder that you can associate a Note to other objects as well)

2/2
March 20, 2025 at 7:23 AM