HubSpot Hygiene
General Hubspot Hygiene Check - List:
- Keep open deals in accurate stages of all pipelines in real time.
- Use accurate pipelines for different deal types.
- Mark deals as closed when necessary, knowing you can always revive the deal if needed.
- Track all communication. Log e-mails, record calls, copy in text messages.
- include and update as many deal properties as possible.
Below are helpful videos from 2024 that walk through how to check HubSpot for more specific accuracy, previously known as Hubspot Goodstanding.
- Last contacted date is “known” for 90% of deals created in last month (excluding retail)
- Manually Associating Email Threads to Deal and Contact Records.
- ⬆️⬆️ this video shows how resolve deals that do not have communication logged.
- Manually Associating Email Threads to Deal and Contact Records.
- 90% of events with Deal Type of Retail moved to Closed if date has passed: rolling last month
- Deals in Inbound for 3 days or less: rolling last month
- Less than 10 deals with Event Dates that have passed sitting in In Communication
- POS payment date aligned with Closed Won date in HubSpot within $1000: rolling last month