CRM & Sales Hub

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    • I have another question related to this: Let us say a contact has passed through different lifecycle stages and became customer. This contact (now a customer) then showed possible interest in another service whch needs to be explored. I am assuming it should be called new Lead from this customer. How this should be managed in Hubspot? In other words, how do i enter new lead for the same contact who is already a customer? Many thank ...read more
    • I understand that Deals and Companies can't share data. What I'm looking to do is track companies / contacts we meet at events - and be able to measure Closed Won deals vs. events. I know that if I create a property in Company, Deals can't see that correct? As an example, let's say we meet a few companies / contacts at Inbound 23. Then some more at Inbound 24. How do I tie those deals to those events? And how best to maintain this datas ...read more
    • Hi there! I am looking to create a table report of my Deals by Company. I would like the row to be Companies and then I'd want the next column to be sum of Amount in X Pipeline and then another column that would be sum of Amount in Z Pipeline. I am only seeing the ability to filter and total one sum Amount column. Is this possible without creating two reports? Thank you! LW ...read more
    • Hi all, I'm currently working on a new Deals pipeline where I would like the Deal stage to update if/when an email reply is received from the customer. This functionality is built into Tickets by default, and works well: I have tried a few different workflows from scratch, and even cloned the built-in ones for Tickets to try and work off of, but no luck getting it to work exactly the same. One of the main hangups I'm having is ...read more
    • Hi everyone! I'm excited to share Sidekick --a sales enablement tool we've been working on the past few months. We just went live on the HubSpot app marketplace . In a nutshell, Sidekick is a two-way integration between HubSpot and Slack with automation and workflow capabilities. You can trigger a Slack message based on object creation/deletion (eg. contact created), property update (eg. lifecycle update) and add Actions to update the ...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
11 Replies
Member
December 03, 2023
Sales Hub Pro's "Onboarding Step 1: Strong Foundations" is the initial phase of the onboarding process designed to establish a solid groundwork for e...read more
Tim_dgn on February 21, 2024
Hello, I'd like to use Hubspot to track and analyze my sales precisely. Do you know if there are any functionalities (report creation, for example) that allow me to see directly the evolution of my sales between two periods and to see what read more
LMParker on February 21, 2024
In New Zealand and Australia, we operate under GST (Goods and Services Tax) regulations. In Australia specifically, it's a legal requirement to explicitly mention GST on a quote. However, when dealing with multi-year deals, there's a unique cons read more
Community Manager
February 21, 2024
Hi @LMParker , Thank you for your valuable suggestion! I have observed a similar concept already under discussion in our Ideas Forum: Tax...read more
CRavnsborg on February 21, 2024
Good morning! I wonder if anybody could help me. I need to make a simple auto reply from our shared Sales Team inbox. What is the best way to make this? BR Charlotte
0 upvote
4 Replies
Participant
February 21, 2024
Thanks, Karsten!
MDavies1 on February 20, 2024
Hi there. With the recent changes to requirements, we need to apparently add CNAME records in our domain host Crazy Domain. We have located the CNAME info under 'Domains & URLs' in Hubspot (as below) but the fields are different to the informati read more
Key Advisor | Diamond Partner
February 20, 2024
Hey @MDavies1 Kindly follow this step-by-step guide: https://knowledge.hubspot.com/domains-and-urls/update-your-dns-records If you ...read more
Solved
EBrown35 on February 20, 2024
Last week I was making a lot of edits to deal stages. Today it says, " This property is provided by HubSpot and can't be edited." Can someone help?
0 upvote
3 Replies
Most Valuable Member | Diamond Partner
February 20, 2024
you're welcome! happy to help! 🙌
Notatechie on February 20, 2024
When logged into CRM, you have the drop downs at the very top. When you click Contacts->contacts, it brings you to a list of all contacts. From here, you can click "edit columns" in the right hand side of the screen and choose what you w read more
0 upvote
3 Replies
Hall of Famer | Partner
February 21, 2024
Hello @Notatechie , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubs...read more