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CRM & Sales Hub

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A report to show who's been missed
- Hi, I'm trying to build a report to show my companies that haven't had a meeting for YTD and/or on rolling 6-monthly basis so I can make sure I'm not missing any of my quieter customers. I've not been able to work out how to do this and couldn't find a post here about it. Any insight? ...read more
Looking to create a "home page" dashboard for sales
- I am looking to have a "home page" dashboard for our sales people to go to every morning. The dashboard would have all their tasks, opportunities/deals, target accounts etc. Everything a rep needs to run their territory all in one place. I used salesforce for years and this was something out of the box that you could easily customize. I found this post from 4 years ago https://community.hubspot.com/t5/Releases-and-Updates/Introducing-the-New-Ta ...read more
Can deal stages be managed by AI?
- I have a question about structuring deal stages and transition criteria. Everybody seems to do this a bit differently and I understand that each company has different needs and processes. From what I have seen, the closer to the closed won stage, the more "unified" everything is, whereas, at the beginning of the deal pipeline, it can be everything. There are already differences at what point you create a deal. I'm trying to understand how ...read more
SKU's and Pricing
- I was wondering if anyone knows if we can create our own fields in the "About This Company" section where we can add the Sku's of the products that the customer purchases and the prices at which they purchase those products at? Currently we do this in a Pinned Note but there has to be a better way considering you can add SKU's to Hubspot. ...read more
Specific Deal Type counts
- Hi, Does anyone know of an easy way to count deals with specific property values? For example, my company offers 3 different subscription types (30 days, 90 days & 365 days). I want to trigger a workflow when someone has purchase 6 consectutive 30 day subscriptions to send them an email notifying them that if they switched to a 365 day subscription with monthly payments, they could be saving money. The only way I can think to do ...read more

MiaSrebrnjak on January 31, 2024

Reimagining CRM records – show us your customization superpowers!

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

Reply Discussion Announcement best practices Companies Contacts CRM Deals Enterprise Free Professional Starter Tickets

15 upvotes

11 Replies

MiaSrebrnjak

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

NLai on April 19, 2024

Import/update mass-associated companies for all deals

For example, I had 3 deals for 1 company, and I forgot to include the associated company for 2 out of 3 deals. Now I want to update those by exporting the list of deals, adding the associated company for those 2 deals, and reimporting it to Hubspot. read more

Reply Discussion Companies Deals

0 upvote

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Solved

arcknowledge on April 18, 2024

Default outbound email full name has typo

Hey Team! I'm not sure if I found a bug in hubspot or if I'm not finding where I placed a typo. When I setup my company name, I had a typo in it. No big deal, found it, fixed it. When I attempt to contact a client through the CRM, the outb read more

Reply Discussion Free

0 upvote

1 Reply

arcknowledge

Member

April 19, 2024

You can edit the Company Name value right below it, I did not notice this. This fixed the issue. Hard to say if this is a bug, I can see the mer...read more

DH7 on April 18, 2024

Looking for Help/Document on how Google Contacts-Hubspot sync handles deletions

I could swear that at one point I found a help document that explained in detail how the 2-way sync between HubSpot and Google Contacts worked when a contact was deleted in one app or the other. However now I cannot find it. Thanks!

Reply Discussion Contacts

0 upvote

2 Replies

DH7

Member

April 18, 2024

Thank you, I am aware of that document, and it does not address how deletions are handled.

SJeremias on April 18, 2024

impressions and CPM's

am trying to find a way so when certain digital products are enterdd on the line items, we can calculate the CPMs. i dont see where when i define the product to do this unless i missed it? so if digital product is $15CPM and there are 500,000 imp read more

Reply Discussion Enterprise

0 upvote

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Solved

MattyB24 on April 18, 2024

Account Planning on Dashboard

Hi All, Curious if HubSpot has the ability to house a Strategic Account Plan on a Dashboard on the company landing page? Similar info to what I found here, but doesn't have to be opened as a separate document. https://docs.google.com/document/ read more

Reply Discussion Sales

0 upvote

3 Replies

Jnix284

Most Valuable Member | Elite Partner

April 18, 2024

you're welcome @MattyB24 , happy to help!

KBaldasaro on April 18, 2024

Hubspot Not Tracking Opens

I recently added the Hubspot Sales Extension , connected my email and set it to "track" all opens. I then sent a couple of test emails that I know will allow such tracking., and had the recipients open them. No opens are being reported. I've run th read more

Reply Discussion Free

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