CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • 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
    • 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
    • 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
    • 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
    • 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

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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
ZMandel on April 17, 2024
I'm not sure if this is the right board to post this to. If it isn't, please let me know where I should post. This is the situation. 1. Client sends a direct email to sales@OURCOMPANYNAME.com 2. We get the email and respond through hubsp read more
Member
April 17, 2024
I figured as much. I'm not sure what's going on and it was working with no issues about a month or so ago. Then something changed at hubspot an the...read more
EOakman-Black on April 17, 2024
I'm importing a contact list, when it completes the initial scan, it reports zero errors but is having problems with mapping the email column. I have it title "email", I can't figure out any other way to map it. When the import completes, it does so read more
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Hall of Famer | Partner
April 17, 2024
Hi @EOakman-Black , Can you please share a screenshot of the mapping step? Best regards
TKey on April 17, 2024
Does anyone use a 'smart notebook' to record their meeting notes, to later transpose them to HubSpot meeting notes? Don't want to lug around a laptop to meetings that range 5-25 minutes, and I feel awkward typing into a phone when I'm trying to read more
Contributor
April 17, 2024
Hey @TKey Using a smart notebook to record meeting notes and later transposing them to HubSpot meeting notes can be a great solution for your ...read more
caroline-g on April 17, 2024
Hi community! 👋 I was wondering if anyone could shed light on this topic. When creating a contact in HubSpot, is it required to select an option within the "Legal basis for processing the contact's data" dropdown? If you don't select any o read more
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Hall of Famer | Partner
April 18, 2024
Hi @caroline-g , Correct, this field is mandatory and cannot be made not mandatory when manually creating contacts, as you can also see in the...read more
Glyn_C on April 17, 2024
Hi - I'm trying to create a report based on a property set on Company records. I have a field 'A', which has multiple checkbox values in it. E.g. Company 123 Field A: value 1, value 3, value 5 Company ABC Field A: value 1, value 2, val read more
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OBetzalel on April 17, 2024
Hi, We created a custom text field in Line Item object. We want to use it in the quotes template to display the Payment Terms (Immediate, Net 30, Net 60, Net 90, etc). I don't see the option when I customize the quote template, to add the custom f read more
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Contributor
April 17, 2024
Hi @OBetzalel and thanks for the tag @PamCotton Modifying the default options in the line_items_table can be a bit tricky, as the default them...read more