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
CCampbell_DI on June 01, 2023
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
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 more
DavidCAnderson on June 01, 2023
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
1 upvote
1 Reply
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 more
IArrechea on June 01, 2023
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
AFlaherty6 on June 01, 2023
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.
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 more
KWard1 on June 01, 2023
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
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 more
ChrisEgger on June 01, 2023
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
0 upvote
3 Replies
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 more