Post by hasina789956 on Oct 31, 2024 3:13:39 GMT
The year has started off with a bang for our publishing partner! After the new 7 Hubspot features for January 2024, here in text and video, the 5 main new product features for February. Transaction goals available in the report viewing experience When you create a transaction goal you can add it into the transaction-based timeline reports so you can view it. This feature is available to all Sales Hub and Service Hub (Enterprise) users. How does it work? First you need to create a transaction objective by clicking on reporting then objective. Then click on “create a goal” and choose one of the two options: create from template or create from scratch. Once the objective is defined, you can assign it to a user or a team, over a period of time, configure the duration (monthly by default, but annual or fiscal are available).
Finally, you can enable the reception of notifications (email or in popup format directly in the platform) when your objective is launched, exceeded, reached or missed. Once saved or edited as needed, you will be able to create a single object report on transactions, where you can track business performance, among bulk email campaigns other useful business reporting . Conditional property options for Hubspot-defined properties Now you can filter which options can be selected for a given property based on the value of another property, for properties that are defined by Hubspot (also called default properties). Transaction Pipeline Rules You can now define and manage rules for your transaction pipelines. This will allow you to better control your pipelines and protect the integrity of your data.
You can apply the following rules, in the Pro or Enterprise version of Sales Hub : limit the creation of new transactions to a single transaction step restrict step skipping. Your deal should automatically go through each step in your pipeline restrict the movement of action transactions to a previous phase: when your transaction will reach for example, the closed won phase, you will be able to place it at the first stage of your pipeline Conditional Form for URL Routing What is Conditional Form for URL Routing? Today, when your visitors fill out a form, you can redirect them directly to a meeting scheduling page , a Hubspot page (thank you page) or an external URL but with conditions. Let's imagine that the visitor, when completing your form, selects French as the language.
Finally, you can enable the reception of notifications (email or in popup format directly in the platform) when your objective is launched, exceeded, reached or missed. Once saved or edited as needed, you will be able to create a single object report on transactions, where you can track business performance, among bulk email campaigns other useful business reporting . Conditional property options for Hubspot-defined properties Now you can filter which options can be selected for a given property based on the value of another property, for properties that are defined by Hubspot (also called default properties). Transaction Pipeline Rules You can now define and manage rules for your transaction pipelines. This will allow you to better control your pipelines and protect the integrity of your data.
You can apply the following rules, in the Pro or Enterprise version of Sales Hub : limit the creation of new transactions to a single transaction step restrict step skipping. Your deal should automatically go through each step in your pipeline restrict the movement of action transactions to a previous phase: when your transaction will reach for example, the closed won phase, you will be able to place it at the first stage of your pipeline Conditional Form for URL Routing What is Conditional Form for URL Routing? Today, when your visitors fill out a form, you can redirect them directly to a meeting scheduling page , a Hubspot page (thank you page) or an external URL but with conditions. Let's imagine that the visitor, when completing your form, selects French as the language.