CRM & Sales Hub

Search CRM & Sales Hub for solutions or ask a question
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 

Top Resources for CRM & Sales Hub

  • Allowing a guest to add an additional guest to a meeting

    • Hi, Is there a way to enable a person using the meeting link to add extra people they would like to come to a meeting? Thanks! ...read more

  • Automations - Connecting Form to Existing Deal

    • Is there a way to automate a form completion to an existing Deal? For example, we have a contact in the Interested Stage of a Pipeline and they complete the Registration form later. When they complete that form, can it connect the current interest deal/stage and move them to registered stage. Right now, we have it putting them in the Registration Stage but then I have duplicates - they are in the interest stage and registration stage vs conne ...read more

  • Building a report for time between form submission, and Sales first contact after submission.

    • Hey everyone, I'm looking to build out a report that: Captures the time between a specific form submission and the time that it takes for a Sales team member to contact that person only after that specific form submission (and not capturing follow-ups that happen after). I think I have the conditional logic figured out to capture people that come to the specific form, but the issue that I'm facing is that I imagine the "Most recent ...read more

  • How to separate two businesses with different domains in hubspot

    • Hello, our two businesses Peeq and Peeq Pro have been used together as the same business for a while but now we want to separate them to collect more accurate data. Both domains are different and we want to make sure we can differenciate both entities without losing data we already have. Peeq involves the ecommerce and products we sell to patients and Peeq Pro involves sales, deals, revenue tracker and subscriptions sold to doctors. How can we s ...read more

  • Deals with alternatives

    • Hello! I'm new in Hubspot and we're setting up the system in our company. I would to have some tips about the best practice to manage alternative deals. I mean, we sell complex automation and safety products. Technically we can offer two, three or even more solutions for each customer problem. So it is necessary normally to produce different alternative quotes. Depending on many parameters, our customer can choose one of the solutions offered. ...read more

Browse all topics

  • Tips, Tricks & Best Practices
  • Account & Settings
  • CRM
  • Dashboards & Reporting
  • Gmail Sales Extension
  • Outlook Sales Extension
  • Mobile Application
  • Sales Hub Tools
  • Sales Integrations
  • Sales Email
  • Sales Hub Onboarding
  • Payments
Filter by
  • All labels
  • Account
  • best practices
  • Companies
  • Connected Email
  • Contacts
  • CRM
  • CRM Email
  • Dashboards
  • Deals
  • Email Deliverability
  • Enterprise
  • Forms
  • Free
  • How-To
  • Integrations
  • Meetings
  • Professional
  • Reports
  • Sales
  • Sequences
  • Settings
  • Starter
  • Tasks
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • No Replies Yet
CharlotteJ on January 17, 2022
New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️
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
Reply Discussion Announcement Sales
12 upvotes
74 Replies
CharlotteJ on December 14, 2021
Sales Hub Pro - Onboarding step 1 : Strong foundations
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
Reply Discussion Getting Started Sales
11 upvotes
6 Replies
Solved
DMandalia on June 05, 2023
Creating a report which shows name and company
Hi, I am trying to create a report to show contacts with bounced emails from sequences. I have created the report but when I try to export, the full name does not show. Is there a way where I can see the contacts email bounced and when exporting read more
Reply Discussion Reports
0 upvote
5 Replies
DMandalia
Participant
June 05, 2023
Hi Karsten, I get it and it worked 🙂 Thank you for helping me.
CEngel on June 05, 2023
Calculated Property gives wrong value for some deals
Hi, I have created a calculated property with a custom equation. For all but 9 deals the calculated value is correct. However, for no explicable reason, for the other 9 the value is completely off. I have tried refreshing several times, to no avail read more
Reply Discussion Enterprise Professional
0 upvote
1 Reply
karstenkoehler
Hall of Famer | Partner
June 05, 2023
Hi @CEngel , If you're 100% sure that the calculation is wrong, I'd reach out to HubSpot support via the in-app chat and flag this as a bug ?...read more
chloey on June 05, 2023
Reporting on follow up calls
Hey everyone! I am trying to create a report which will let me know how many follow up calls each rep makes. Some of our leads are recycled, so I need a way which will differentiate a follow up calls (e.g. they called the contact back with read more
Reply Discussion Calling Contacts Custom Objects Dashboards How-To Knowledge Base Reports Sales
1 upvote
1 Reply
jolle
Recognized Expert | Platinum Partner
June 05, 2023
Hey @chloey , thanks for reaching out! This is a great question. The easiest way to report on different call types would be to customize your ...read more
JuScammacca on June 05, 2023
Insert a value property in the quote
Hi there! I stumbled upon a weird situation : while creating a new quote template, I tried to personalize it as much as possible using token linked to the deal so that the quote could present some proprieties automatically. Since we're an HR comp read more
Reply Discussion Free Professional
0 upvote
0 Reply
JPogson on June 05, 2023
De-activated contact owner
Hi channel, need your help Recently we de-activated a contact owner. However when the contact re-engaged, the reply was sent from the original contact owner. Is it best practise to re-assign the contact & company and are there any side affe read more
Reply Discussion Academy
0 upvote
3 Replies
karstenkoehler
Hall of Famer | Partner
June 05, 2023
Hi @JPogson , It seems like that email is using a personalization token for Contact owner . Have you checked this email? Can you share a scre...read more
SDavis-Green on June 05, 2023
Chart view disappeared from Call Outcomes
Hi all I've been using the Call Outcomes on my dashboard for a few years now. There has always been a small icon, which lets you switch between CHART view and TABLE view. The other day I switched to TABLE view and saved. I then w read more
Reply Discussion Dashboards Free
0 upvote
2 Replies
SDavis-Green
Member
June 05, 2023
Hi Kristen @kvlschaefer Thanks for your reply See my responses below to your questions: 1) Is this premade report in HubSpot or a cust...read more

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.

Looking to start a conversation or ask a question?

Create a post
Top Solution Authors
View All
Trending Topics