JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

CRM & Sales Hub

Search CRM & Sales Hub for solutions or ask a question

Custom 'Create Deal' Form for Different Sales Pipelines
- 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 ...read more
CRM Custom Objects
- 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 ...read more
Create a tags or groups
- 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. ...read more
How can you access Associated Companies in Reports or Workflows?
- 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 ...read more
Reporting on Average Time in Lifecycle Stage
- 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? ...read more

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

13 upvotes

90 Replies

EMcGrath

Contributor

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 ...read more

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

12 upvotes

6 Replies

TJones5

Member

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 y...read more

EMcGrath on October 03, 2023

Ability to follow up with contacts who have not completed meeting form

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

Reply Discussion Meetings

0 upvote

0 Reply

VSchaljo on October 03, 2023

Personal E-mail Inbox

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

Reply Discussion Free

0 upvote

2 Replies

franksteiner79

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 le...read more

MMeister on October 03, 2023

How do I delete lead status so I can create new custom ones?

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

Reply Discussion CRM Sales

0 upvote

2 Replies

TomM2

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 c...read more

SMcGoldrick on October 03, 2023

Twitter Icon Update - Email Signature

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

Reply Discussion CRM

0 upvote

2 Replies

SMcGoldrick

Participant

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 HubSpot...read more

Sidds on October 03, 2023

Copy Dropdown Options from One Object to another

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

Reply Discussion CRM

0 upvote

0 Reply

Solved

LChoate on October 03, 2023

Sell multiple products in single deals, need breakout by product

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

Reply Discussion Deals Enterprise Reports

0 upvote

1 Reply