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CRM & Sales Hub

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Number of days between a lead stage
- 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! ...read more
Watch List
- 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 ...read more
Expense and ROI Tracking
- 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! ...read more
Reporting on deal tags
- 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? ...read more
How to create a report on new companies added/worked?
- 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! ...read more

CharlotteJ on January 17, 2022

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

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

Reply Discussion Announcement Sales

12 upvotes

74 Replies

CharlotteJ on December 14, 2021

Sales Hub Pro - Onboarding step 1 : Strong foundations

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

Reply Discussion Getting Started Sales

11 upvotes

6 Replies

Ktamir on May 30, 2023

Meetings hour

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

Reply Discussion Meetings Sales

0 upvote

0 Reply

SJeremias on May 30, 2023

Display Dashboard

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

Reply Discussion Enterprise

0 upvote

2 Replies

SJeremias

Contributor

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

tracking messages sent to multiple people

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

Reply Discussion Contacts

0 upvote

0 Reply

Stitchko on May 30, 2023

Log and track issues with new incoming mails

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

Reply Discussion Professional

0 upvote

1 Reply

karstenkoehler

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 ex...read more

fametrano on May 30, 2023

manage multiple (bank-like) accounts for a single client

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

Reply Discussion best practices

0 upvote

1 Reply

karstenkoehler

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 woul...read more

SHelberg on May 30, 2023

Email open notifications

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

Reply Discussion Free

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

May 30, 2023

Hi @SHelberg , Can you check whether you completed all of these steps outlined here? https://knowledge.hubspot.com/email-tracking/block-self-...read more