CRM & Sales Hub

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    • Hi all! I have only just started to use Hubspot and there are already stages built for leads and deals but what I am trying to analyse is: the number of days between each stage to get an understanding of where there are delays or long cycles in the funnel. I hope someone can help! more
    • Hello! we sell construction equipment and take trades. At times we get requests for equipment that we do not have but may get in on trade in the future. So I need a way to keep those listed and in front of us. Any suggested that could be used. We have the full hubspot package. I tried using "lists" but I couldn't see that would help unless I am doing it wrong TIA! Shannon more
    • Hey community, Does anyone know if there is a way in HubSpot (or a third party app that is great) to track client/customer expenses? Looking for things like sending gifts, registration fees for a fundraiser, etc. Also looking for tracking on ROI and financial investments into client/customer partnerships. Thank you! more
    • Hello. We have started tagging individual deals to help us categorise customer needs. I would like to be able to then create a report that shows the number of deals / revenue associated with these tags. I can't find a way to do this. Does anyone have any ideas? more
    • Looking to create a report on new companies added and worked within a time period to be able to track that as a KPI, there's an automated one for contacts added/worked, but can't quite figure out how to make it for companies. Thanks! more

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CharlotteJ on January 17, 2022
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
74 Replies
CharlotteJ on December 14, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
Ktamir on May 30, 2023
Hi, I would like to create a separate property for the starting time of a meeting (the last one that was scheduled). I'm referring to the hour... ANy suggestions? Thanks, Karin
0 upvote
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SJeremias on May 30, 2023
Morning and TIA on any input... we are wanting to display a report on a dedicated computer of activity leaders and i know we can manually refresh or wait the 40 min for an auto refresh. question is, is there a better, more efficient way, to share t read more
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2 Replies
May 30, 2023
thank you!!! i know we can do a scheduled email but i am sure that will just sit in their inboxes 😉 the slack idea is WONDERFUL!!!! thank you!!
LCoveyduck on May 30, 2023
Hi there -- how can I track messages I send to multiple people in their individual contact records? Ie: I'm sending a message to person A and person B. I want that message to be captured under EACH contact record's profile. Right now it only see read more
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Stitchko on May 30, 2023
Hi, I'm SuperAdmin in this account, and I have a problem with the user's email. The user is looking at her emails in Outlook web. New i ncoming emails are not tracked, therefore are not visible nor registered in HubSpot. With outgoing mails, read more
Hall of Famer | Partner
May 30, 2023
Hi @Stitchko , Net new incoming emails are generally not being tracked – only replies to tracked emails (sent from the CRM, using the sales more
fametrano on May 30, 2023
We serve both people (contacts) and businesses (companies): let's call them clients. A client can have more than one "account": as if we were a bank, the same client can have multiple "accounts", can have a joined "account" with one o more other read more
Hall of Famer | Partner
May 30, 2023
Hi @fametrano , Deals can be associated to multiple companies and multiple contacts – if generally using deals is an option for you, this more
SHelberg on May 30, 2023
I track emails with the Hubspot plugin for Outlook. Recently - As in the past week or so - when I send an email, I receive an immediate 'email opened' notification. This is not opened by the recipient - I did a quick test and sent a mail to my p read more
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Hall of Famer | Partner
May 30, 2023
Hi @SHelberg , Can you check whether you completed all of these steps outlined here? more