CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Currently our onboarding partner + hubspot help do not quite understand or know how to implement what we need. We're currently on-boarding with hubspot and running into a few issues. Our company use a centralised inbox for ALL inbound and outbound enquiries. Instead of removing an email from the shared inbox for a particular staff member to manage in their own emails, we instead reply "on behalf of" shared inbox, so our own signature is bel ...read more
    • We offer a free trial of our software. We are working to staunch people with free email addresses from signing up for a free trial because our product is really meant for businesses. I'm trying to run a report that will show me: Contacts who have signed up for a trial in the last 30 days (I have this data) Contacts WITH a free email address (I have filters for this) Contacts WITHOUT a free email address (i.e., more likely to be good le ...read more
    • Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their replacement, but what about the closed stuff, specifically deals? Transferring closed deals, lost or/and won, affect the one who receives it and ruins their performance / history. I can deactivite t ...read more
    • Hi all, I am trying to report on average MRR for deals in a market but realise that the standard MRR fields include all products, while we have certain products that are not considered recurring revenue. Is there a way to exclude certain products from being considered recurring? Thanks, Tom ...read more
    • Hi All, New to hubspot - looking for some best practices/guidance specific to the commercial real estate industry, namely multifamily investment (not brokerage). We're in the set-up/onboarding stage and wanted to see if anyone would be willing to share best practices on how to set up your platform for real estate aquisitions . The main thing I'm looking for guidance on is essentially around how to best set up our platform. For cont ...read more

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MiaSrebrnjak on January 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more
Community Manager
February 13, 2024
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more
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
15 upvotes
121 Replies
Most Valuable Member | Diamond Partner
February 17, 2024
Hi @DMakela are you still looking for help with your dashboards and reports?
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
14 upvotes
12 Replies
Member
March 04, 2024
thanks for sharing us one of the best information like
Emelie_ on March 19, 2024
Hi, We are fixing a custom quote and would like to know if it is possible to include custom buttons a bit like "download" and "print" that are included in many templates. But the tricky part that we don't know if it is possible is to have these read more
0 upvote
0 Reply
SDohrn on March 19, 2024
Hi all, We have Sales Hub Enterprise and use some Custom Objects. In my Sales Email Templates, I wish to customize Personalization Tokens with data from these Custom Objects. However, no Custom Objects as Personalization Tokens data source a read more
Key Advisor | Diamond Partner
March 19, 2024
Hi @SDohrn , As you note , this functionality isn't currently available. You might take a look at this post from 2022. As @Jnix284 ...read more
SMALIZIA on March 19, 2024
I have a sequence with two mails. First mail was sent but I have a error for few user : The desired email sending time slot is unavailable Do you hnow what that error means ? Thanks
Key Advisor | Diamond Partner
March 19, 2024
Hey @SMALIZIA Can you share the screenshot of the error so that I have a clear understanding of what issues you are facing with your sequenc...read more
JNielsen9 on March 19, 2024
I am looking for inspiration on how to best setup my Hubsspot CRM for my self storage business. All leads come in through our webflow/website form submissions. They will then be called by us straight after and contracts are sent for them to revi read more
0 upvote
0 Reply
PAmend1987 on March 18, 2024
Hello there, I'm new to Hubspot, but I'm really enjoying its functionality. I need some best practices for setting up our Deals. We have a SaaS platform for Industrial Properties that we bill quarterly and annually. Customers may sign up in Marc read more
Key Advisor | Diamond Partner
March 19, 2024
Hi @PAmend1987 , In most cases I would view the second contract a year later as a new deal for $2,000, and invoice that $2,000 directly. Bec...read more
MDeKoeyer on March 18, 2024
Help! In my list view of overdue tasks, I have 100+ Contacts that are assocated with a task, however there associated company does not show up and appears blank in the column. Is this becuase the task is not associated by defaul with the c read more
0 upvote
1 Reply
Top Contributor | Partner
March 19, 2024
Hi @MDeKoeyer , Because a sequence is related to a contact, the tasks being created are only linked to the contact and not the contact's comp...read more