CRM

Hi, Today I have a pipeline with the following phase : -.... -.... - Won (with a 95% ponderation) - Signed - Lost So my closed won phase is my "signed" phase. But I would also like to add the won phase as a closed won phase I ...

Hey guys, I love HubSpot. It's really easy to use, and the UI design is pretty solid, especially the newer redesign. However .... the extremely bright colors are blinding at night. I have a triple monitor setup with 3x 4k 27" LCD displays. Most ...

Hi all - I am trying to build a dashboard that reflects net new activities of sales reps (calls, emails, etc. that are sent to contacts that are NOT related to any deals and are NOT customers). Any way to do this?

Hi there, I am looking for some help to build a custom report where I can see the following breakdown: Total margin on closed deals in current year - Total margin on closed deal per pipeline in current year - Total margin on closed deal per p...

Hello, I hope there's a solution for this scenario. We have the property "Lead Status" and we have set up on own stages based on latest interactions with leads. Now, we want a report to show the time spent between "New lead" and "Qualified", bas...

Hello HubSpot Community, I'm looking for insights or guidance on creating more efficient reports within HubSpot. My goal is to develop a system where I can create a single report that dynamically adjusts its content based on the sales representa...

I have a question regarding date filters. Is it possible to create a filter that checks if a specific date set to a contact property(e.g. 11/20) is before today (including 11/20) or not? I would like to create a view that filters and display...

Hi I would like to show in the form of a chart how many deals at what stage have been completed. E.g. stage 1 completed 5 deals stage 2 completed 2 deals stage 3 completed 10 deals. Please help in building such a report Kasia

How can I create a graphic with the period average for closing deals comparing month to month?

Hi Community, I wonder, what are the best practices when deactivating users in HubSpot? What are some things to do or remember? What are the tips & tricks? Here's my list to check off before deactivating users in HubSpot: Remov...

Hi there, I am curious if someone else is facing this problem when importing numbers: Our account is set to the German, so our decimal separator is a comma. When I import a excel file with numbers using the comma as separator, I still have to...

Hi All, So far we've used to sell products "à la carte" to our customers. They could buy: product A, product B, product C. For each product sales would create a separate deal, with the corresponding unit price and quantity. We're adop...