Account & Settings

Filter by
  • All labels
  • Academy
  • Admin
  • Ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • No Replies Yet
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 03:58
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 20:51
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
Recognized Expert | Elite Partner
July 07, 2022 07:28
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 16, 2022 21:29
Hi @PZickert , Navigate to Settings > Objects > Deals > Pipelines and make sure the correct pipeline is selected in the dropdow...read more
Solved
JasA on January 25, 2022
The Amount property on our Deals recently changed from a manual entry into a drop down with options to select that we never inputted into our system. It seems to be a coding issues on the back end but I'm having issues getting assistance. Has anyone read more
0 upvote
2 Replies
Accepted Solution
Member
January 27, 2022 12:01
Hi Phil, Thank you for responding to this. I have not made any amendments to the system since my post and I was trying to take a screenshot for you...read more
Solved
aaron12 on December 27, 2021
Hello, I've searched on this and haven't been able to find the answer. How would we limit users from creating custom Views for all other users? This could turn into a nightmare with a lot of users. I've gone through the permissioning settings read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
December 27, 2021 22:58
Hi @aaron12 , You're correct, this is unfortunately currently not possible. I think this is a valid request however and you could submit it to...read more
JKane6 on December 14, 2021
I have to manually update the deal amount and it's not pulling automatically from the vales in the line items. What am I doing incorrectly? We can't manually update the deal amount and do the line items - redundant. Image from test deal: read more
0 upvote
2 Replies
Member
December 15, 2021 11:34
I'm not seeing that! The edit is happening in the deal line items, so next step beyond when click "edit" in the sidebar.
Solved
MMandlik on November 10, 2021
Hello, Could you guide me to HubSpot Support? I need help in updating Total Contract Value and Monthly Recurring Revenue for a couple of deals?
0 upvote
3 Replies
Accepted Solution
Guide | Diamond Partner
November 10, 2021 21:35
Hi @MMandlik , In yiu account, on the bottam right ahnd side, yiu will see a purple button "Help'..and then click 'Contact support' to have a real...read more
Solved
niculeica on September 06, 2021
Good day, Any advice on the possibility of using multiple currencies on a Custom Object (out of Deals module)? Say the company's default Currency is USD, and one of the fields (Recurring Revenue Amount) needs to be in EUR. Any chance this co read more
0 upvote
2 Replies
Accepted Solution
Guide | Diamond Partner
September 06, 2021 01:26
Hi @niculeica , Unfortunately, it is not possible right now to change the date format for a particular deal. this is something that changes from ...read more
Solved
LLundström on July 06, 2021
I'm trying to find what defines the last activity date on the deal and if it is possible to edit? At least I assume that is the field which appears on deals as "inactive for x days"? I have a situation where a deal has been created on July 6 but th read more
0 upvote
4 Replies
Accepted Solution
Hall of Famer | Partner
July 06, 2021 23:50
Hi @LLundström , The Last activity date refers to the the last time a note, chat conversation, call, email, meeting, or task was logged for...read more
Sofie on June 07, 2021
Hi everyone, I use free HubSpot account for my personal needs and have just found that I cannot edit Deals card properties in Settings>Deals>Record customization tab. HubSpot says "You need to have admin permission to edit this" and I am a s read more
0 upvote
1 Reply
HubSpot Moderator
June 07, 2021 20:15
Hi @Sofie , Thanks for reaching out! We would need a Starter , Professional , or Enterprise account to c ustomize the deal and ticket...read more
Solved
shabsn on February 09, 2021
Hello, is there any way to lock notes in deals? We need to make sure that only the user which created the note, can edit it. Thanks fo your help!
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 09, 2021 01:47
Hi @shabsn , As far as I know this is currently not possible. If a user can access (=view) a deal, they can also add and edit notes. In ...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.