CRM & Sales Hub

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    • Building a comprehensive dashboard for student admissions is key to evaluating recruitment performance and ensuring smooth operations. Recently, I designed a HubSpot dashboard for a group of schools to provide clear, actionable insights into their admissions process. Here’s a breakdown of the dashboard: A gauge chart to visualize target achievement across seasonal admission campaigns, helping schools stay on track with recruitment goals. ...read more
    • Our company provides a range of training courses and certifications. We would like to track the status of training within the CRM. Information we need to know would include: Product (course/training) purchased Date of purchase Status (enrolled, certification, abandoned) Date contact was enrolled in course (for each course) Date contact was certified (for each course) Contacts result for each course (%) Date of session (for in-person ...read more
    • Hello! My organization works a lot with very small businesses that do not have their own domain name. It's the primary field that HubSpot de-duplicates off of, however---are there any workarounds you've found about this? Thanks, Haley ...read more
    • Hello. I noticed that my reminder emails don't contain any reschedule or cancellation options. How do I make sure these are on?   ...read more
    • Hello - I recently upgraded to sales hub pro and have begun using sequences for emailing prospective customers. I know that HubSpot has had a no cold email policy, but I confirmed with my account rep that as part of the new propsecting functionality, cold emailing was allowed using this feature. I have HubSpot connected to my mailbox, which is hosted on Microsoft 365. My contact list is very small and I only load about 20 addresses into the sequ ...read more

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sjudson on December 04, 2023
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
12 upvotes
0 Reply
KNagpal9 on October 06, 2024
Hi there, I am struggling to create a report for a client with Sales Hub Enterprise, Marketing Hub Professional, and Service Hub Professional as their plan with Hubspot. The reason I'm reaching out is that I am creating a revenue report for the read more
0 upvote
1 Reply
Participant
October 06, 2024
This is what my deal stages amount report looks like for now and I want to add other rows to it which will reflect sum of other two stages. ...read more
BrightBull on October 06, 2024
Hello community, I wanted to get your views on this. We are currently working with a client that uses UI extension to create / edit / manage quotes and subsequently line items. The goal is to restrict users from editing or addi read more
0 upvote
1 Reply
Participant | Platinum Partner
October 06, 2024
+1 on that...Following to see what the community offers.
ESefaj on October 05, 2024
  Hi everyone! I'm facing a formatting issue when creating a call protocol (or any other element) with snippets. The format is messed up when onening the call protocol on the mobile app (e.g. no bullet points, no blank spaces etc.) . Is th read more
0 upvote
0 Reply
twj1522 on October 04, 2024
I'm trying to create a list of the contacts who finished a specific sequence, it doesn't matter how, just that they finished. I used the create list button and created the list. However, when I look at the list the total contacts do not match the t read more
0 upvote
3 Replies
Member
October 05, 2024
Oh, I did just figure out how to create an active list for contacts that finished the sequence and it has the same total contacts as my other list. 1...read more
Solved
RSesar on October 04, 2024
I can not create a custom property. The button in the repective menu is displayed grey (not orange). When hovering on the button it displays: There are issues with property details. These need to be fixed before the property can be saved. read more
0 upvote
7 Replies
Hall of Famer | Partner
October 04, 2024
@RSesar please read my replies carefully. Click " Field Type " in the left sidebar - below the green checkmark - and fill everything in there. Y...read more
pinchvalve on October 04, 2024
This seems like such a simple thing, but I cannot find any way to do it. I have an extended sales team, there is no need to add them all as users, I just want to be able to send them an email to alert them that a form has been submitted, along with read more
Hall of Famer | Partner
October 04, 2024
Hi @pinchvalve , This is simply a choice HubSpot made a while ago, only allowing notifications to invited users. The only way around that is M...read more