CRM & Sales Hub

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    • Does anyone have a presentation with HubSpot sales best practices? I'm eager to integrate more best practices but am still in the process of deciding what to incorporate. In our process, we've noticed that most setups with HubSpot don't effectively notify or remind sales representatives about necessary next steps. As a result, many times, leads that urgently need attention end up slipping through the cracks of our sales pipeline. ...read more
    • If it's the first time you've heard about me or predictive models, risking ~650€ were already worth it. Let me tell you the tale of a simple RevOps champ with a simple desire, to find a better way to make pipe predictions. The Quest for the Perfect Prediction At the begining of Q2 I had a mission - prove that it was possible to make reliable predictions of accounts inside a pipeline. Let's face it, no one on the B2B, SaaS o ...read more
    • Our leads are inbound from multiple sources and I am trying to figure out what times seem to have the most leads so I can nail down better scheduling. Specifically, I want to know what days and hours of the day are busiest based on create date. ...read more
    • Hi everyone, Is there an AI/CGPT type plug-in that will answer questions about my internal Hubspot instance? e.g. can you tell me what the average deal age is for deals under $500? ...read more
    • Hello, I'm looking to create a report that shows the average percent, each day over a 7 day period, of leads who do have not yet become MQLs. For example, we'd be able to see, on average, the percent of total leads that have not yet converted on day 3 or day 5. I tried setting something up with a calculated property between "became a lead date" and a custom "today's date" property but wasn't having any luck. Let me know if this ...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
10 upvotes
0 Reply
SBouhamidi on July 24, 2024
Hello guys: can anyone on how can i link react js project to hubspot ? I have tried 2 method (the first one it's suggestion Cors Problem and the second ; TypeError: url_1.URL is not a constructor). here's my code if someone could help: impor read more
0 upvote
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Solved
Tacblades on July 24, 2024
I am very new to hubspot, I am creating reports and dashboards, at the moment mainly table content. Is there a way to add colour to tables in reports, or add a theme or skin for the Dashboards like a dark background ?
1 upvote
3 Replies
Member
July 24, 2024
for the help 🙂
EKelly4 on July 24, 2024
How do I get my percentages in the x-axis of my chart (deal probability %) to be between increments of >50% &>70% >70% & >90% >90%, and then it will create three columns intead of loads of individual ones.
0 upvote
1 Reply
Hall of Famer | Partner
July 24, 2024
Hi @EKelly4 Just to confirm, you'd like to set up buckets that your report respects and then groups all deals within certain ranges into a ba...read more
ASobusiak on July 24, 2024
Hello Is it possible to delete only one specific task from a Contact's profile? Or is the only option to go to Tasks and delete the invalid task there? The only possible actions from the Contact level are: "Pin", "History" and "Copy link". read more
0 upvote
2 Replies
Top Contributor | Partner
July 24, 2024
Hey @ASobusiak Kindly follow the steps mentioned in this article: https://knowledge.hubspot.com/tasks/work-with-tasks#:~:text=To%20delete%20t...read more
matheus_jiran on July 24, 2024
The new record customization looks amazing, I really love it. Only one issue: it's taking much more time to add properties to the property section on the left sidebar. While with the old version, I was able to find a property group and quickly read more
0 upvote
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hteplowe11 on July 24, 2024
Hi, We are on the Free Hubspot and am trying to set up another user. As far as I can see Ive given them all the permissions ( super admin). When I try to set up email it says " You dont have permissions to view this thread ". Any ideas?
0 upvote
12 Replies
Hall of Famer | Partner
July 24, 2024
@hteplowe11 you were saying you were trying to add a HubSpot user – what does connecting Gmail have to do with that? Can you please explain...read more