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RafalB on May 22, 2024
I just >claimed fundraising tool< and my pipeline in deals is gone. I used only default one. I've got two options of selecting pipilnies. "All" where I can see total mess. There are headlines of old deals but they are assigned to some numbers read more
0 upvote
3 Replies
Key Advisor
May 23, 2024 04:56
Hi @RafalB Not heard about this offer/app, but saw this in the FAQs at the bottom: I would recommend reaching out to your HubSpo...read more
Solved
KChristiansen on May 02, 2024
Hi everyone, Can someone tell me what it means that "a lead is associated"? I can't seem to find the answer anywhere and don't really understand it myself. Thanks and have a great day!
1 upvote
3 Replies
Accepted Solution
Thought Leader | Platinum Partner
May 02, 2024 10:11
Hey @KChristiansen as Karsten said this toggle means that when a contact has a LEAD associated (New object for prospecting) the lifecycle st...read more
Solved
NLai on April 19, 2024
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
0 upvote
1 Reply
Accepted Solution
Key Advisor
April 19, 2024 05:47
Hi @NLai , So while importing you must have received options so first you will select - One file Multiple object Company, deal At ...read more
Solved
jennifer0123 on November 09, 2023
Hi - wondering if it's possible to add a custom Summary Property to the footer? The current options are "Total Amount", "Total Weighted Average", and "Average Amount". Would love to add another to aggregate a custom field if possible.
2 upvotes
5 Replies
Accepted Solution
Hall of Famer | Partner
November 10, 2023 00:05
Hi @elizheleva , This is currently not possible, unfortunately. If you want to answer these questions, you would have to create custom reports...read more
Solved
CSmith261 on October 30, 2023
Hi, I've tried searching and can't seem to find exactly what I'm tyring to see if possible. I've got access now to 2 separate hubspot accounts. I've setup individual pipelines for the sales team on each account to manage the deals but now I n read more
0 upvote
1 Reply
Accepted Solution
Community Manager
October 30, 2023 17:41
Hi @CSmith261 , It's great to see you here! After reviewing it doesn't appear to be currently possible. I came across a discussion t...read more
Solved
Angela_Chan on October 11, 2023
Hi, our team is looking to set up permissions so that our sales reps have access to deals that are assigned to them and can change information within the deal including stage, priority, notes, etc WITHOUT being able to change the deal owner. Is this read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 11, 2023 10:35
Hi @Angela_Chan , Yes, this is possible but requires an Enterprise subscription: https://knowledge.hubspot.com/account/restrict-view-edit-acc...read more
Solved
Augustus on August 11, 2023
Hi - logged in to Hubspot and saw a new banner displaying "Insights" at the top as a beta feature. Here is the article describing the feature: https://knowledge.hubspot.com/crm-deals/review-data-insights-on-deal-views We don't want this d read more
2 upvotes
5 Replies
Accepted Solution
Top Contributor
August 29, 2023 13:27
I saw in the settings that there is a new feature on the Deals Setup page that allows for the Deal Insights to be toggled off. Thank you Hubspot for...read more
lghlg on July 23, 2023
Hey all, I would like to add more data highlights but the setting does not let me add more then 4. However you can see that there is space for 6 boxes. It would be very kind to help me out and let me know how to enable this please 🙂 Thank you read more
0 upvote
1 Reply
Community Manager
July 24, 2023 08:17
Hi @lghlg , Thank you for reaching out to the Community! I can confirm that this is working as expected. There is a limit of 4 properties on...read more
DPG on October 28, 2022
Reading Edit price and term details in the line items editor, which states, "Applies to all prducts and plans" "After you create products in the product library, you can associate instances of the products as line items with your deal records. read more
0 upvote
1 Reply
Community Manager
October 31, 2022 06:58
Hi @DPG , Thank you for reaching out to the Community! This sounds strange indeed! To confirm, you are not seeing a "Line Items" section...read more
Solved
RValentine9 on August 23, 2022
I need help figuring out how to format the output of a calculated property. We have a calculation deal property called "NRI" that needs to go out 8 decimals (0.00000000). Currently, it only calculates out to four decimals and then rounds. Th read more
Accepted Solution
Hall of Famer | Partner
August 23, 2022 23:51
Hi @RValentine9 , There is an open request to the product team about more options for rounding here: Calculated Fields Rounding (Allow calcul...read more
SChandler on July 04, 2022
I know that I can create incrimental deal probabilites in my pipeline stages, for example 5%, 15%, etc Can I save those probabilites so that they're available on other deal stages? In addition to the standard 10%, 20%, 30%, etc, I would like to read more
0 upvote
3 Replies
Most Valuable Member | Elite Partner
July 07, 2022 10:28
If you add the stages/percentages in the settings, you shouldn't have to add them each time. It'll be baked into the pipeline from the settigns level...read more
Solved
PZickert on May 16, 2022
I've created a new area to choose Closed Won Reasons from a multi-select drop down, but I'm wondering how do I then link this up to the sales process when a rep goes to change the stage to Closed Won. Essentially this question and options should pu read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
May 17, 2022 00:29
Hi @PZickert , Navigate to Settings > Objects > Deals > Pipelines and make sure the correct pipeline is selected in the dropdow...read more
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