CRM & Sales Hub

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    • Hi dear Community, This post is related to the following feature request in our Ideas forum: We wanted to provide more visibility to @DeKoning 's solution that he shared in the Idea's thread: "Seems like the "Add Pipeline Logic" feature has solved this issue for Pro and Enterprise Sales Hub Users. We've been using it at Raka . Here is more info on the Knowledge Base ." Thank you @DeKoning more
    • Hi there, We have upgraded to both Sales Enterprise and also Marketing Professional and would like a little help if possible. We would like to edit the notes tab if possible to capture specific data fields, we use the golden squares further on down on the left hand panel. The intent of what we are wishing to do is find the best way to capture discovery questions (which would need to be editable text) and if possible change the name of the N more
    • Hello, For a little context, we are a school, and we would like to identify our students by Cohort (Classes). I know we can do lists, but I wanted to know if there's another way we can do that, and how to. more
    • We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object). Ideally this would be through a workflow push to a google sheet, but I would also be able to use a list or report export. Ideal output would be a company list with a column for the management co more
    • Hello, I've recently created a calculated contact property called Time in SQL. It calculates the time between becoming an SQL and becoming the next stage in our process - Sales Working. I'd like to create a report that shows me the average Time in SQL over time for all of our contacts. Any ideas of how to do that? more

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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
90 Replies
September 28, 2023
Hi, All! Emily here. I am a Revenue Operations Manager for a SaaS Startup company. I've been a longtime user and admin of other CRMs. I used Hubspot more
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
March 17, 2023
We'll walk you through the very first stages of getting started with Hubspot's Sales Hub in this introduction video. We'll go through how to set up more
EMcGrath on October 03, 2023
It's my understanding that if someone starts to fill out a meeting form tools similar to Hubspot's meeting functionality, that there is the ability to follow up with folks who fill out the form but don't schedule a meeting. Is there a capability to read more
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VSchaljo on October 03, 2023
Hi there, We're just getting started with Hubspot. I have set up one team e-mail, and have my own personal e-mail attached to my profile as well. The team e-mail is functioning under "Conversations -> Inbox", but when I send an e-mail to my per read more
0 upvote
2 Replies
Key Advisor
October 03, 2023
Hi @VSchaljo Connecting your personal email means you as user can send, log and track outgoing emails and replies against contacts. So if more
MMeister on October 03, 2023
Hello, I know how to get to properties in where I can edit the lead status options, but when I try to delete them I get the message " You can't delete options that are in use. You're using one or more of these Lead Status options. Remove them from read more
0 upvote
2 Replies
Key Advisor | Partner
October 03, 2023
Hey @MMeister you can easily find contacts who have a specific property value through HubSpot lists or filtered views . You could filter your more
SMcGoldrick on October 03, 2023
Hello, We were recently onboarded using a HubSpot 3rd party that created our html signatures for our users within the platform. However, the twitter social link is still using the old image and "X" is not appearing. How can this be updated? Also read more
0 upvote
2 Replies
October 03, 2023
The social link for our company is what is needed in this space of the signature tool and autopopulates the icon. Are you sure this is not a more
Sidds on October 03, 2023
Is there a third-party app or a way (with zapier) to automate dropdown options from one object to another. Let me give you an example. Lets say i have Car Brands dropdown in Company Object and the same dropdown is available under deal object read more
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LChoate on October 03, 2023
Right now when we set up deals with multiple products, reporting shows the dollar amount for the whole deal for each product. We need to be able to see, across all deals, which ones include which products and the accurate price/product. The thin read more
Top Contributor | Elite Partner
October 03, 2023
Hi @LChoate That is a Great Question! For your use case: Reporting using Line Items would be Ideal if you have setup and are using a more