The Revenue Operating System Newsletter 📨

HubSpot CRM how-to guides, insights and lessons from our client work, and in-depth analysis of topics affecting revenue operations.

Guide to data validation in HubSpot with Regex

Guide to data validation in HubSpot with Regex

As of yesterday, all HubSpot accounts are included in the beta testing of a new update...

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Creating an automated progress bar in a calculated property

Creating an automated progress bar in a calculated property

One thing I see more and more frequently in CRM fields and tags is the use of emojis....

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Creating an accurate close rate report in HubSpot: A step-by-step guide

Creating an accurate close rate report in HubSpot: A step-by-step guide

In this guide, I’ll walk you through creating a close rate report in HubSpot CRM.

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Identifying and addressing a zombie pipeline in HubSpot: A step-by-step guide

Identifying and addressing a zombie pipeline in HubSpot: A step-by-step guide

A common issue that can arise is the development of a “zombie pipeline” filled with...

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New filter presets on HubSpot dashboards

New filter presets on HubSpot dashboards

One of the many updates being tested for HubSpot reporting right now is the so called...

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Synchronising lifecycle stages and lead statuses in HubSpot CRM: a step-by-step guide

Synchronising lifecycle stages and lead statuses in HubSpot CRM: a step-by-step guide

In this guide, I’ll walk you through automating the synchronisation between the lead...

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Optimising account-based lead routing and assignment in HubSpot CRM: A step-by-step guide

Optimising account-based lead routing and assignment in HubSpot CRM: A step-by-step guide

You’ve optimised your marketing campaigns, and now you’re seeing an influx of inbound...

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HubSpot updates for Revenue Operations in Q4

HubSpot updates for Revenue Operations in Q4

Sales users are pushed out of the help desk, lists are finally getting exclusion...

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How to avoid the most common mistakes in process design

How to avoid the most common mistakes in process design

There are a lot of moving parts to consider when you work with operations, and even more...

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