JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

CRM & Sales Hub

Search CRM & Sales Hub for solutions or ask a question

Deal engagement
- I'm trying to create an active list of companies. the list is supposed to show companies who a) have zero open deals b) have no closed (won or lost) deals with a close date less than 365 days ago, and c) has at least 1 closed (won or lost) deal with a close date more than 365 days ago. In plain english, we want a list of companies whose only associated deals are closed (won or lost) and they closed more than 365 days ago. No companies with ...read more
How to Enforce Lifecycle Stage Update After Call Completion
- Hi HubSpot Community, I’m currently exploring a way to ensure that our sales team updates the Lifecycle Stage of a contact immediately after completing a call . From what I’ve gathered so far, HubSpot doesn’t natively support making a field mandatory after logging or completing a call activity. My current workaround idea is to: Create a workflow that triggers when a call is completed/logged. Use that workflow to send an i ...read more
Link Contact Custom Property to Deal Custom Property
- Hi All, I am trying to set up a workflow to copy over a custom property I made for a contact, to when creating a deal with that contact. We made a specific custom property for Google Drive Links as we work through stuff with them. After looking through different posts, I created the attached workflow, but it still is not working. This is the workflow This is the Deal Page This is the contact page ...read more
Assigned companies without a future task set
- Hello, Am looking to create a view/list of companies that have been assigned to a rep/have a company owner, that have no future task assigned to that rep. The end goal being that th rep can pop through and set tasks for those that are missing, OR i can unassign them and pop them back in the pot so to speak. It seems such a simple ask but i cant figure a way and what HS support have offered hasnt worked either 😞 Can someone pleas ...read more
Reporting last activity associated to lead beofre meeting scheduled (conversion)
- I wonder if there is a way (probably via workflows) to create a property that would show permanently the last activity associated to a lead before a meeting was scheduled with him. The objective is to see in reports the effectiveness of different touchpoints for conversions (measured by booked meetings). ...read more

OJonsson on April 21, 2025

Allow a non-super admin to create colored tags

Hi all, I'm working with someone that needs access to create colored tags, and I find it insane that they need to have super admin acess to the account to do that. Let's get this set up so that these permissions can be granted without super read more

Reply Discussion Admin CRM Deals

0 upvote

1 Reply

CarolinaDeMares

Top Contributor | Platinum Partner

April 21, 2025

Hi @OJonsson ! I understand your frustration - how about giving that user a partner admin access, I work with that and it allows me to create colour...read more

bigabiga on April 21, 2025

Implementing a transaction-based, tiered pricing

Hello, I'm trying to build something and I'm struggling with this, I would think it would be much more common: We have multiple products Each product is transaction-based and tiered so for example: Product A, 1-100 transactions are priced at read more

Reply Discussion Best Practices Billing CRM Workflows

0 upvote

1 Reply

CarolinaDeMares

Top Contributor | Platinum Partner

April 21, 2025

Hi Bigabia! This one’s definitely a challenging setup, but I think the best way to handle it is by going with a custom object approach for transac...read more

Hscholl1 on April 21, 2025

Open Tasks - Default Sorting Changed

Hello - this is my first time posting here, so I hope this is the right place. I have been using the "Open Tasks" report successfully for years, but just today it started sorting backwards by task due date. As you can imagine, this is less than ide read more

Reply Discussion CRM Reports

0 upvote

2 Replies

Hscholl1

Member

April 21, 2025

Thank you for the quick reply @Sabrinacomai . I'm glad to know it's not something I did. This change is unfortunate. I can't imagine any scenario i...read more

SRussell_FA on April 21, 2025

upfront billing - quotes

My team is trying to to handle non standard contract lengths that need to be billed up front, still reflect correctly in arr/mrr reporting - we are trying to avoid manual rework and backtracking that we currently do after the quote is published. C read more

Reply Discussion Deals Enterprise Sales

0 upvote

1 Reply

Sabrinacomai

Participant | Diamond Partner

April 21, 2025

Hi @SRussell_FA Yes you can! In HubSpot you can create custom billing frequencies, but not natively through the quote tool UI. ...read more

Patti_R on April 21, 2025

Best practices for handling previously closed deals

Hi all! We are brand new HubSpot converts (previously with Dynamics) and I have a two part question related to handling previously closed deals. In Dynamics, if we had a deal that was closed and then the contact/company came back to us after the fac read more

Reply Discussion Professional

0 upvote

1 Reply

Josh

Recognized Expert | Diamond Partner

April 21, 2025

Hi @Patti_R , I am an advocate for re-opening a new deal, especially if there is any notable period of time between when the original deal was...read more

CCastilla9 on April 21, 2025

Leads without owner

Hello all, I have Hubspot synchronized with Salesforce, and I am detecting that some leads have been created without owner. Could you give me a clue or a possible solution why could this be happening? Thanks for your help. Best rega read more

Reply Discussion Starter

0 upvote

2 Replies

CCastilla9

Participant

April 21, 2025

Hi @Wesimplifi_ , It seems to be something related to the first and second reason because de contact owner appears to be Prospect Leads (Salesf...read more