CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Currently our onboarding partner + hubspot help do not quite understand or know how to implement what we need. We're currently on-boarding with hubspot and running into a few issues. Our company use a centralised inbox for ALL inbound and outbound enquiries. Instead of removing an email from the shared inbox for a particular staff member to manage in their own emails, we instead reply "on behalf of" shared inbox, so our own signature is bel ...read more
    • We offer a free trial of our software. We are working to staunch people with free email addresses from signing up for a free trial because our product is really meant for businesses. I'm trying to run a report that will show me: Contacts who have signed up for a trial in the last 30 days (I have this data) Contacts WITH a free email address (I have filters for this) Contacts WITHOUT a free email address (i.e., more likely to be good le ...read more
    • Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their replacement, but what about the closed stuff, specifically deals? Transferring closed deals, lost or/and won, affect the one who receives it and ruins their performance / history. I can deactivite t ...read more
    • Hi all, I am trying to report on average MRR for deals in a market but realise that the standard MRR fields include all products, while we have certain products that are not considered recurring revenue. Is there a way to exclude certain products from being considered recurring? Thanks, Tom ...read more
    • Hi All, New to hubspot - looking for some best practices/guidance specific to the commercial real estate industry, namely multifamily investment (not brokerage). We're in the set-up/onboarding stage and wanted to see if anyone would be willing to share best practices on how to set up your platform for real estate aquisitions . The main thing I'm looking for guidance on is essentially around how to best set up our platform. For cont ...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
12 Replies
Member
March 04, 2024
thanks for sharing us one of the best information like
PAmend1987 on March 18, 2024
Hello there, I'm new to Hubspot, but I'm really enjoying its functionality. I need some best practices for setting up our Deals. We have a SaaS platform for Industrial Properties that we bill quarterly and annually. Customers may sign up in Marc read more
MDeKoeyer on March 18, 2024
Help! In my list view of overdue tasks, I have 100+ Contacts that are assocated with a task, however there associated company does not show up and appears blank in the column. Is this becuase the task is not associated by defaul with the c read more
0 upvote
0 Reply
marco-rosma on March 18, 2024
What is the best way to create a list of contacts that don't have some activity logged? such as all contacts without logged emails or linkedin messages? I tried filtering out acitivities with the Acitivy filter for Acitivty Type but I didn't get th read more
0 upvote
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NCroft on March 18, 2024
Hello, I have my deals set up and contacts associated with them. I also utilize the attachment function to upload signed contracts. I would like to create a workflow where when a deal is won, I share the update via email with my company and have the read more
0 upvote
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LEdgell on March 18, 2024
Hey Guys, I am looking for a resolution or to see if one exists. Is it posibble to block all or part of a property to certain team members. I am aware of the option to upgrade to Enterprise and block it completely for some users however a read more
Shams-hibooks on March 18, 2024
I created a meeting but forgot to add a Zoom link and two other attendees. How do I edit the meeting to include the Zoom link? The meeting has already been accepted. Please note, that the attendees are not in Hubspot but are outsiders.
0 upvote
3 Replies
Contributor
March 18, 2024
Hi @Shams-hibooks , Were you talking in general, or for a specific meeting? Here's in general instructions: Navigate to your meeting lin...read more