CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Is there a way to see who marked a task off as completed? ...read more
    • Hi Everyone!! I need help to create a property that tells me how many times anothes property is marked as "YES" (Contact property). That property changes everyday from yes to no according to information sent via an API and I want to knwo how many times the result YES appears during our term. Thank you all in advance ...read more
    • Hello! We are looking for some community advice on what your thoughts are on the best practice for forecasting contract terminations in our pipeline. We are a telecom company and most of our contracts with customers are 12+ months that auto renew on a monthly basis. We need to be able to include in our pipeline contracts we know will be terminated in the future or even significant future credit notes. The main issue we have is that a Clo ...read more
    • We're trying to clean up the unused companies in our database and delete ones not associated with any contacts. I'm runnning into a dead end when trying to create an active list. Any help would be greatlty appreciated! ...read more
    • I want to change the pricing on all of our products. I was planning on replacing the new list with the old list but I don't want prior pricing to update or give an error if I delete the previous list. Does anyone know if it will leave prior deal pricing as is, if I delete the previous pricing? ...read 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
10 upvotes
58 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
JGray30 on March 23, 2023
Hi I have imported data from an Excel Spreadsheet that has UK County such as Lancashire. It imports to the correct field "State/Region" but displays as a date? The format is text. Example 03/12/23 in HubSpot Yet my data format is Dumfi read more
0 upvote
1 Reply
Hall of Famer | Partner
March 23, 2023
Hi @JGray30 , This sounds like you may have incorrectly mapped the property during the import process. Is there a chance of this having happen...read more
InciteJoe on March 23, 2023
Hello, I am using the Business Units feature in my portal, I know it doesn't currently work on deals so I was looking for a work around using a workflow. E.g. if a contact is under Business Unit A then add any deal associated to them int read more
Top Contributor | Partner
March 23, 2023
Hi @InciteJoe , Yes, there is a way to work around this with a workflow with a combination of contact/deal triggers. Try using the if/el...read more
PMgoUrban on March 23, 2023
Dear all, I have the following challenge: ""•Create a Report in "Sales Dashboard" that shows Activities over time per Sales Rep in a timeline view (x-axis) like Deals closed over Time. It should allow to filter per Sales Rep to see total amount read more
TTrans on March 23, 2023
I need a feature similar to the Parent / Child relationship. The purpose is to easily relate our partners and their customers, so we can de which Customers is "owned" by which partner and ect.
0 upvote
1 Reply
Hall of Famer | Partner
March 23, 2023
Hi @TTrans , It looks like you're on an Enterprise subscription. If you are, you could create a custom object for partners: https://knowledge...read more
NHiestermann on March 23, 2023
Hi, I have my currency set to South African Rands, but half my deals are showing in USD and half in ZAR. When I try to quote, it now is making my quote USD. I am unable to quote because everything is reverting to USD. You can see the below screensh read more
0 upvote
0 Reply
NBi on March 22, 2023
Hi, we used to block an email sender by mistake, but we can't find where to change it which cause the emails go to spam. Thanks.
0 upvote
4 Replies
NBi
Member
March 23, 2023
Yes, I tried that, but the further emails still go to spam, so I have to move them one by one. Are there any ways to fix that?