SNigam

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(He/him)

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solutions
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Replies
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Upvotes Given
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Shubham Nigam

I am HubSpot expert having around 6.5 years of experience in helping HubSpot users on their implementation and setup. If needed any help in HubSpot Implementation I am always available to help everyone this is my WhatsApp number for fast communication +91-7080239646

Activity

NLai on April 19, 2024

Import/update mass-associated companies for all deals

For example, I had 3 deals for 1 company, and I forgot to include the associated company for 2 out of 3 deals. Now I want to update those by exporting the list of deals, adding the associated company for those 2 deals, and reimporting it to Hubspot. read more

Reply Discussion Companies Deals

0 upvote

1 Reply

SNigam

Key Advisor

April 19, 2024

Hi @NLai , So while importing you must have received options so first you will select - One file Multiple object Company, deal At ...read more

DNeal32 on April 18, 2024

Creating ticket in full screen view, from any screen

We can only create a ticket and have it automatically open into full screen view in CRM > Tickets. Is there a keyboard shortcut available to create a ticket from this screen? We have high volume users who want to be able to create a ticket, read more

Reply Discussion Tickets

0 upvote

3 Replies

SNigam

Key Advisor

April 19, 2024

Unfortunately those types of shortcuts are not there in hubpsot. But for creating too many tickets very fast you can use import feature so in ...read more

SNigam on March 27, 2024

Filter based on association date

I would love to have a functionality through which i can filter based on association date. Example: If i want to filter contacts associted from one company but i have more than 10 contacts associated so i want a funcionality to filter first 1 read more

Reply Idea Contacts & Companies

0 upvote

0 Reply

KarlMarx on December 29, 2023

Closing Ratio Report

Hey, I'm trying to create a report for the individual closing ratio of our salespeople as a line chart from 0-100%. I found this post in this regard but it isn't working for me. I get percentages in the thousands.

Reply Discussion Enterprise Reports

0 upvote

2 Replies

SNigam

Key Advisor

December 29, 2023

Hello @KarlMarx , In this particular case I would suggest to use Goal feature of hubspot and then create goal report that will be good. ...read more

Solved

GPrasath on September 08, 2023

Auto assign tickets

Hi, We are still exploring HubSpot at this stage. Currently, we are trying to auto-assign tickets to users based on To: email address. For example, if the email is addressed to user1@company.com, the ticket should automatically be assigned to us read more

Reply Discussion Settings Tickets

0 upvote

5 Replies

SNigam

Key Advisor

September 08, 2023

@GPrasath can you please clarify more about this "To email", Because my understanding is any conatct created in hubspot if it having email then it ...read more

Solved

KSiabi on August 29, 2023

Turn Off Automatic Team Filters From Dashboard/Deal/Anything View

Currently when loading hubspot it applies an automatic filter depending on the team people are in. i have removed myself from the team, however still get these filters automatically applies. how do you turn off the filter alltogether as it crea read more

Reply Discussion CRM

1 upvote

8 Replies

SNigam

Key Advisor

August 29, 2023

Can you provide some screenshots. And check one more thing like you have removed yourself from primary team or the additional team. Than...read more

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