CRM & Sales Hub

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    • Hi, I am trying to create a clone deal using a workflow. I read that I can do this using workflow, but when I do it i get the message “ The enrolled deal was created by this workflow, so this action was skipped to prevent an infinite loop. ” The workflow is supposed to work in such a way that if a deal fails, it remains in the failure stage, but a copy is created and moved to another transaction stage in the same pipeline (essential pro ...read more
    • In any way is it possible to create a time sheet or TTM flow to record the deal's pipeline travel in single field? I know we have fields like Date entered "deal Stage", Date exited "Deal Stage" & cumulative time spend "deal stage" to check these. But I want to get all these information in one field. For eg : Deal entered new on say Feb 11th. Deal moved to estimation pendin on feb 12th Deal moved to proposal provided on feb 15hth ...read more
    • We store contract terms for our won deals, and when the term ends, we plan to use a workflow to automatically create a new deal in the pipeline for accurate calculations. Do you think this is the right approach? How do you manage recurring customers in your pipeline? ...read more
    • Hi, I need to set up a dashboard for each of our 100+ sales reps so they can track their individual progress and performance. However, I want to ensure that they only see their own stats and not those of their colleagues, as this data is tied to bonuses. The challenge: Restricting access via object permissions is not an option because reps still need access to certain shared objects (e.g., contacts) for collaboration. Manually ...read more
    • Hi all, I was wondering-- what are the core differences between me assigning a sales rep a Sales Enterprise Seat and not assigning them a seat. I know there are a lot of features, many of which we don't fully use right now. If I add a sales rep/user and don't assign them a seat, what are their limitations especially around deals? Can they still: Create/close/edit deals? Engage with contacts and log activities? Be affected by workf ...read more

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sjudson on December 04, 2023
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
16 upvotes
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SColeman9 on February 17, 2025
I am trying to instantiate a forecasting spreadsheet in HubSpot and also provide reporting against monthly, quarterly and annual goals (see table below). These require many Finance and Sales inputs: 12 monthly, 4 Quarterly and 1 annually for each G read more
0 upvote
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KGoral on February 17, 2025
Hi, I know how to create a new custom field Weighted Annual Recurring Revenue(WARR). However, when creating a pivot table where in columns I have the following years (2025, 2026, 2027,...) and WARR as the value, the system presents WARR as the cumul read more
0 upvote
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mlfonsecac on February 17, 2025
Olá, pessoal! Usamos nosso atendimento dentro da Help Desk e estamos desenvolvendo o painel de relatórios. Nesse, queríamos medir o One Contact Resolution ou First Contact Resolution. Vocês tem alguma dica de solução? Obrigada!
0 upvote
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maulpaurer on February 17, 2025
Hello, I am currently trying to create a report that shows my currentsuccess in comparison to a predefined goal. My current success is easily created in a report. At the moment, it is "30" when I am visualizing it as a number chart. However, read more
sarahbecherer on February 17, 2025
I set up a Sales Reporting Dashboard. This dashboard includes 2 reports (among others): 1. Deals closed won this quarter by rep – Filtered to "THIS ENTIRE QUARTER" 2. Deals closed won all time by rep – Filtered to "ALL TIME" Here is th read more
0 upvote
2 Replies
Contributor
February 17, 2025
Of course! Here you go...! In the Deals Won This Quarter By Rep, all 4 sales reps are included in this report, but I blocked their names our for ...read more
matthew44589 on February 17, 2025
I’m experiencing an issue with my task list views. No matter which view I select, the column furthest to the right always appears blank, causing the other columns to shift over by one. I’ve attached a screenshot as a reference—does anyone know how I read more
0 upvote
3 Replies
Hall of Famer | Partner
February 17, 2025
@matthew44589 This may be a bug then which I'd recommend flagging with HubSpot support in-app, via chat or email.