CRM & Sales Hub

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Tracking who completed a task
- Is there a way to see who marked a task off as completed? ...read more
Counting Properties
- Hi Everyone!! I need help to create a property that tells me how many times anothes property is marked as "YES" (Contact property). That property changes everyday from yes to no according to information sent via an API and I want to knwo how many times the result YES appears during our term. Thank you all in advance ...read more
Best practice for contract termination
- Hello! We are looking for some community advice on what your thoughts are on the best practice for forecasting contract terminations in our pipeline. We are a telecom company and most of our contracts with customers are 12+ months that auto renew on a monthly basis. We need to be able to include in our pipeline contracts we know will be terminated in the future or even significant future credit notes. The main issue we have is that a Clo ...read more
How can I create create an Active List that shows Companies with no Contacts assigned?
- We're trying to clean up the unused companies in our database and delete ones not associated with any contacts. I'm runnning into a dead end when trying to create an active list. Any help would be greatlty appreciated! ...read more
When updating product pricing, does it change previous pricing?
- I want to change the pricing on all of our products. I was planning on replacing the new list with the old list but I don't want prior pricing to update or give an error if I delete the previous list. Does anyone know if it will leave prior deal pricing as is, if I delete the previous pricing? ...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

10 upvotes

58 Replies

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

10 upvotes

6 Replies

AprilG on March 20, 2023

Video Library

Hi Community, Is there a way to keep a library of video files in the sales hub, similar to the "documents" feature. We frequently share customer testimonials and would be nice to reference these in reports. I have a sales hub enterprise account. read more

Reply Discussion Documents

0 upvote

0 Reply

APBorges on March 20, 2023

Property groups

How do I move properties between groups?

Reply Discussion Enterprise

0 upvote

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EDeck on March 20, 2023

Change which property you can show in the contact list on a company record on the app

When viewing a list of contacts of a company on the hubspot app under the association's tab, there is a list of contacts. By default the 'Company Name' is below the contact name in the list. When meeting with customers, it's often helpful to op read more

Reply Discussion Professional Starter

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Jenny26 on March 20, 2023

Workflow to copy Product Line Item value to a Property

Hi everyone, We are just getting started with using the Product Library & Line Items in our deals. My question: Using a workflow, is it possible to copy a line item value to a property? For example, one of the products that we offer as read more

Reply Discussion Enterprise Workflows

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ZhanToO on March 20, 2023

ls are BCC'ed to a specific email address

Hi there! I tried out Hubspot a long time ago, and it wasn't useful for us then, and we're giving it a try. Somehow, back then. I set it up so that all my emails would automatically get BCC'ed to an internal email (not the Hubspot logging em read more

Reply Discussion Free

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SBrown6 on March 20, 2023

Internal notifications go to all recipients in one email, not individual ones.

As the subject describes really, we have a few workflows that trigger internal notifications, often to multiple people such as the Head of our Sales team, and the owner of the Deal that triggered the workflow. At the minute (and looking at some old read more

Reply Discussion Notifications Professional Workaround Workflows

1 upvote

2 Replies

karstenkoehler

Hall of Famer | Partner

March 20, 2023

Hi @SBrown6 , Do you need to get these notifications immediately or would a daily digest also be acceptable? If so, you could – instead of tri...read more