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CRM & Sales Hub

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HubSpot Dashboard for Student Admissions Success
- 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
Best practice for tracking training/courses as products
- 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
How to fill Domain Name when None Exists
- 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
Meeting not showing option to cancel or reschedule
- 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
Microsoft blocking my email account when using sequences
- 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

sjudson on December 04, 2023

Ending Development for HubSpot's VSTO Sales Add-In

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

Reply Discussion Announcement

13 upvotes

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MWolters on October 09, 2024

Vorgefertigten Bericht als Dashboard nachbauen

Hallo Team, ich glaube, ich stehe aktuell etwas auf dem Schlauch. Es gibt unter Berichterstattung - Service Analytics einen Bericht über das Support Volumen. Diese haben ich wie folgt konfiguriert. Er zeigt mir also die Anzahl der Tickets read more

Reply Discussion Dashboards

0 upvote

3 Replies

karstenkoehler

Hall of Famer | Partner

October 09, 2024

@MWolters nein, es ist nicht möglich, den monatlichen Durchschnitt auf Quartalsbalken anzuzeigen. Läuft es denn nicht aber auf dasselbe hinaus, wen...read more

PWINICK on October 09, 2024

Unable to add more than 1 user

Hi guys, I am using the free version for now. I originally had 2 Super Admins and one other user. I removed them both which left just myself as the single Super Admin user. However, when I try to add a new user I am unable to. It says I do not have read more

Reply Discussion Free

0 upvote

3 Replies

karstenkoehler

Hall of Famer | Partner

October 09, 2024

@CommunityTeam could you have a look at this?

Hyroxware on October 09, 2024

Dashboard Permissions

Hi All, I am trying to create reports for management and wanting to make it so only specific people or team can see the dashboard. I have looked on the help articles and it shows and extra line comapred to what I see in managing access. I am a supe read more

Reply Discussion Professional

0 upvote

3 Replies

karstenkoehler

Hall of Famer | Partner

October 09, 2024

@Hyroxware no, if it's an Enterprise-only feature, the only way to access it is by upgrading to an Enterprise subscription.

MMaaniemi on October 09, 2024

Fields containing links are not clickable in mobile app

Hello from a rainy Helsinki! A client of ours has been facing a weird issue as of late. In their HubSpot we have a single-line text properties which host links to their ERP system. These properties are perfectly working on the desktop app. However read more

Reply Discussion Contacts Deals Mobile App

3 upvotes

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EVernon0 on October 09, 2024

Reporting on deal increases

Hi! For very quick context, I am a marketer, so I use the Marketing Hub Professional, but I am very new to Hubspot. The company moved to Hubspot in 2021, but it seems nothing has ever been set up properly, so I'm on a mission to do it. My s read more

Reply Discussion best practices CRM Deals Professional Reports Sales

0 upvote

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BLaRosa on October 09, 2024

Limit deal stage based on Amount

Hi We have a custom field called Margin as our reps are paid on Margin not evenue. Amount is calculated using a workflow based on the Margin and product type. If Margin is $0 the Amount is also $0. Essentially I want to marke my Margin field man read more

Reply Discussion best practices CRM

0 upvote

2 Replies