CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi, I am trying to capture the data on how many events our teams are attending externally. So I create a full understanding of engagement. So I know what the ROI is from attending these events and knowing how many events have we been invited to based on our memberships, and what type of event they are. I will take any suggestions. I have looked at the custom objects and creating a pipeline but if their is a way that someone else h ...read more
    • Hello, We cannot find a way to change the name of a Lead Record in HubSpot. If one of our name incorrectly enters in a name for a Lead, there appears to be no edit function similar to the Help Desk, Tickets, Deals, or other association record spaces within the platform. ...read more
    • Hello, We recently switched over to using the Lead Object in the hopes of getting rid of our Pre-Qualified Deal Pipeline. I am noticing that the sales team is still going into the Sales Deal Pipeline to create deals, when I want them to use the Lead Object first, which will then create a deal once the Lead is Qualified. Is there a way to limit deal creation for specific people? Or have specific elements that must be met in order for ...read more
    • Hi, This seems like such a basic feature yet I cannot find a good answer. How do I track open and spam rates for emails sent from CRM? I.e. those sent through the email button of a single contact in the CRM. Thanks, H ...read more
    • Date: March 19, 2025 Time: 1:00 PM - 1:30 PM GMT Have you found yourself managing a CRM that's cluttered, disorganised, and holding your business back? Whether it's outdated data, broken automations, or a system no one really trusts, inherited CRM chaos is a common challenge for modern businesses. With the right strategy, you can clean it up, optimise it, and transform it into a powerful business asset. Join our online even ...read more

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ISmolin on March 22, 2025
Hi, colleagues, I want to see in a report how many days the lead is open (from the created date till today - rolling), but I can not find a property to reflect it. Does it mean I will need to create a date picker property from the created object read more
Hall of Famer | Partner
March 22, 2025
Hi @ISmolin , This is easiest done with a 'time since' property based on the create date: https://knowledge.hubspot.com/properties/create-cal...read more
ISmolin on March 22, 2025
Hi, colleagues, I created a company-size property (on a lead level with a drop-down menu) and want to add it to a report to make it visible. It doesn't appear (pop-up) as an option to choose. Why? Thanks
Hall of Famer | Partner
March 22, 2025
Hi @ISmolin , Can you please share a screenshot of the report you're trying to build? Have you made sure to: Reload the report windows sin...read more
Solved
md2727 on March 21, 2025
Hi everyone, I’m trying to better understand how the “Don’t overwrite existing values” option works when importing contacts into HubSpot. During the import process, the "don't overwrite" label says: " When a record in your import matches a record read more
Hall of Famer | Partner
March 21, 2025
@md2727 starting with a semicolon will append , not replace. Have you reviewed the linked article? " To import multiple values, add a semico...read more
Solved
BMasek on March 21, 2025
Hi, How can I create a report showing Deals and associated contacts? Thank you
0 upvote
1 Reply
Hall of Famer | Partner
March 21, 2025
Hi @BMasek , This can be done with the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-bui...read more
CRMlerin on March 21, 2025
Hi, due to a mistake we need to exchange the value „deal amount“ in most deals. We have an excel file with the correct deal amount and the unique value „deal name“. I’ve tried to find a description on how to proceed, but did not find a fitting one. read more
0 upvote
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Hall of Famer | Partner
March 21, 2025
Hi @CRMlerin , If you've some experience in Excel or Google Sheets, it shouldn't be too bad. Here's what you would do: Export your deals: ...read more
ZMcIntyre on March 21, 2025
This adds a few steps to the quote process and slows it down. Could the current deal where 'quote' was pressed be autopopulated when you create a quote? Thank you,
0 upvote
4 Replies
Member
March 21, 2025
Sorry I forgot to @karstenkoehler