Quick fix for a common HubSpot headache.

Think About Your Checkboxes
A lot of people think binary (yes or no) properties should always be a checkbox. I want to push back at this idea. Here is my criteria for when you should pick a checkbox VS when you should use a yes/no dropdown:

If “unknown” is the same thing as “no” → use a checkbox.
If “Unknown” and “no” carry different meanings → use a yes/no dropdown.

Example:

Your HubSpot account needs two properties, one denotes whether or not the contact has a certain certification document, the other denotes whether they are banned from applying to jobs at the company.

For the first example, you may want to know how many people applied and didn’t have the certification. An unchecked box (meaning unknown) will count towards those that do not have the certification. So that should be a yes/no dropdown.

In the second example, everyone who hasn't been banned yet, is not banned. So a checkbox will suffice.

Mistake to avoid before it causes chaos.

When Should You Make a New Pipeline?
If I had a dollar for every unnecessary ticket or deal pipeline I had ever run into, I’d probably have enough for a new couch from Ikea.

When is a new pipeline necessary? When the process differs and you need different stages.

Different product? Use a dropdown property and custom index views.
Different geographic regions? Use a dropdown property and custom index views.

Wherever you are looking at the data, you can use these properties to report on the deals or tickets separately.

Now, if you have one product line that is self-service via your website, and an enterprise offering where your sales team engages an opportunity with proposals, contracts, and conversations, that is two different pipelines.

Something small to test or improve this week.

Create a Webpages Report for a Website Audit.
One of the biggest issues I have seen with HubSpot CMS is the inability to export webpages as a table. You can view them in content hub, and even customize the columns. But if you need an exportable CSV, with filters and columns that take advantage of webpage properties, make a custom report and select the webpages object in the report creation wizard.

This also goes for blog posts and landing pages.

Want help cleaning up your HubSpot portal or setting up something smarter?

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