CRM & Sales Hub

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Tracking who completed a task
- Is there a way to see who marked a task off as completed? ...read more
Counting Properties
- Hi Everyone!! I need help to create a property that tells me how many times anothes property is marked as "YES" (Contact property). That property changes everyday from yes to no according to information sent via an API and I want to knwo how many times the result YES appears during our term. Thank you all in advance ...read more
Best practice for contract termination
- Hello! We are looking for some community advice on what your thoughts are on the best practice for forecasting contract terminations in our pipeline. We are a telecom company and most of our contracts with customers are 12+ months that auto renew on a monthly basis. We need to be able to include in our pipeline contracts we know will be terminated in the future or even significant future credit notes. The main issue we have is that a Clo ...read more
How can I create create an Active List that shows Companies with no Contacts assigned?
- We're trying to clean up the unused companies in our database and delete ones not associated with any contacts. I'm runnning into a dead end when trying to create an active list. Any help would be greatlty appreciated! ...read more
When updating product pricing, does it change previous pricing?
- I want to change the pricing on all of our products. I was planning on replacing the new list with the old list but I don't want prior pricing to update or give an error if I delete the previous list. Does anyone know if it will leave prior deal pricing as is, if I delete the previous pricing? ...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

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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

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Kevin_Jorgensen on March 22, 2023

Need to calculate months since beginning of the year

For our sales reporting, we need to know the number of months that have transpired since the beginning of the year, such that the number increments by 1 at the beginning of the next month. So in Jan, the value = 1 (special case) and stays 1 through read more

Reply Discussion Analytics Tools Calendar Sales

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Caitlin_BoxedUp on March 22, 2023

Auto Populating Drop Down Properties?

Hey guys! We are trying to create target specific communication based on a specific property within our contacts. Is there a way to create a property with a drop down option that would be auto populated the same way "Job Title" will sometimes a read more

Reply Discussion Contacts CRM

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CateDuarte on March 22, 2023

Count of Departments with contacts associated

Hi all, We have a customer that wants to check, inside the company, how many Departments have associated contacts. To understand their progress in covering the account - sales wise. I can easly reach the count of contacts per departmen read more

Reply Discussion CRM Enterprise

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GabrielSaleh on March 22, 2023

Contacts with multiple deals in a specific pipeline

Hi, I'm facing the challenge of duplicated deals in a specific pipeline. We identified the technical cause but cannot act on this within the time we need. To bring agility to operation, I need to create a workflow that identifies if the enrolled read more

Reply Discussion CRM

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JAlexander27 on March 22, 2023

bounces from sequences

Hello! When I send another sequence to contacts that I have sent to before...it informs me that the sequence won't send to some (unsubscribed and bounced)...BUT these contacts do not have a Hard Bounced reason. Why have they bounced? And how read more

Reply Discussion Contacts Email Deliverability

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atifm on March 22, 2023

Associate Deal to a Custom Object

Hi - We have a custom object that we associate companies to. We're trying to associate new deals created for those companies to that custom object as well. But unable to figure out in workflows. Any suggestions?

Reply Discussion Enterprise

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