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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

CCampbell_DI on June 01, 2023

User Permissions for Reports

Hey Hubspot Community! Is there a way for me to restrict certain reports from a user? Say for instance I want my Biz Dev team to be able to create their own reports but I don't want them to have the ability to see what another Biz Dev team member i read more

Reply Discussion Professional

1 upvote

1 Reply

jolle

Recognized Expert | Platinum Partner

June 01, 2023

Hey @CCampbell_DI , thanks for reaching out! This is a great question. Permissions for reporting are actually configured at the dashboard le...read more

DavidCAnderson on June 01, 2023

How do I manually enter contacts in HubSpot?

I am new here and don't have files or lists of customers, but will be creating a list of contacts as I go. I want to use HubSpot, but need an "Old School" way to populate my contacts

Reply Discussion

1 upvote

1 Reply

jolle

Recognized Expert | Platinum Partner

June 01, 2023

Hey @DavidCAnderson , thanks for reaching out! Here are step-by-step instructions from HubSpot on how to create contact records . You can man...read more

IArrechea on June 01, 2023

Rotate companies between sales representatives into a workflow

Hi there! Hope everyone is fine. I'm sharing with you a problem we have rotating the companies that haven't presented activity in the last 15 days between our sales represntatives. For a better understanding of the problem, it will be important read more

Reply Discussion Sales Workflows

0 upvote

0 Reply

AFlaherty6 on June 01, 2023

Reports on Deals over a certain threshold

I am trying to create a report to add to our Sales dashboard noting any time a deal is created over a certain threshold. We have pretty standard pricing and I want to make sure these outliers are noted and reviewed. Any guidance is appreciated.

Reply Discussion Professional

1 upvote

1 Reply

jolle

Recognized Expert | Platinum Partner

June 01, 2023

Hey @AFlaherty6 , thanks for reaching out! Are you referring to the "Deal amount?" If so, you should be able to create a custom deal report ...read more

KWard1 on June 01, 2023

Zapier - Add to SQL DB When Deal Moves to Closed

Hi, Having trouble with the Zapier 'Updated Deal Stage' trigger. On one pipeline it is reading all deals and then on another it is only reading deals that I create? My account is a Super Admin and I'll need it to be able to read everyone read more

Reply Discussion CRM Integrations

0 upvote

1 Reply

PamCotton

Community Manager

June 01, 2023

Hello @KWard1 , thank you for posting in our Community! I want to add our top experts to this conversation @RNagel @mangelet @MatthiasKunz a...read more

ChrisEgger on June 01, 2023

Personal Email Notifications not working

I am new to Hubspot and i have problems setting up personal emails. I can receive and send contact emails but i dont get ANY notifications at all. I am not using Team Emails / Conversations. Every employee has a personal email and customers assigne read more

Reply Discussion Free

0 upvote

3 Replies

HFisher7

Top Contributor | Elite Partner

June 01, 2023

@ChrisEgger - There is a report (Reports > Reports > Create report) called 'Sales email tracked to my inbox' which can be added to a dashboar...read more