We are interested to allocate resource to each deal, so at quote stage we can add in generic resource e.g. Engineer 12 days, Analyst 6 days etc. Then when won we can allocate named resource. This should allow us to forecast resource required and als...
Hey! Hoping someone can help me or point me in the right direction. We have an issue with permissions / movement of deals between pipelines. We have two pipelines (Partnerships & Sales) we have enabled the permissions to limit who can ...
I'm looking to set up a workflow that will e-mail me an alert when a day passed with no new deals added. Our deals consist of offline sales made in our stores. We use API to import these deals into HubSpot into a seperate pipeline. I want to recie...
New to hubspot - looking for some best practices/guidance specific to a Seller Agent model (such as they are prevalent in Real Estate). My goal is to set up a (simple) Sales process for a (kind of a) Real Estate Seller Agent model, i.e. our...
Hi - at the moment, conditional sections on a deal left column layout can only be based on one condition. We really need to be able to apply multiple conditions so different pipelines as well as different product selections etc can alter the way the...
Hello! We're trying to create a field that will show the date of the most recent contact added! Purpose is to help us isolate accounts where we have not recently tried to find new prospects. We do not want "last activity date" because email...
Hey Folks, We have a pretty robust system for tracking referrals via deals in HubSpot. This tracks their source, associates them to both a Referrer and a Referee record and syncs with our payroll system to pay them out at a certain point. We bui...
Dear Community, I am trying to retrieve all deals in HubSpot using this API: https://api.hubapi.com/crm/v3/properties/deals Response JSON doesn't contain dealname property, whereas I can see deal name value is set in HubSpot. Kindly let ...
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 stag...
When it comes to synchronizing HubSpot Properties, maintaining consistency across various HubSpot objects can often be a manual process, leading to confusion. That's where the PocketKnife steps in; you can use the " Sync Properties " feature. ...
Hi, I'm trying to analyze the deals in my pipeline that haven't had any activity in the last month. At first, filtering by "Last activity" property in the Deals dashboard seemed like the easy way to do it. However, I have realized that this f...
I have custom object called "Serviceable Address". This object has addresses with separate properties for address, city, state and zip code and more. I have set the three properties address, city and state as being searchable. I have created an ...