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  • jdtingay on September 20, 2021
    0 upvotes
    4 Replies
    I want to be able to create a count of the number of Closed/Won and Closed/Lost sales deals for a company so that we can identify issues with closing deals as well as those customers who may be using us for just price comparison with our competitors...
    Reply
    Top Contributor | Elite Partner
    September 21, 2021 04:17
    Could you create a deal based workflow that triggers at closed lost or won. Where the deal updates a company property? So you create two properties d...
  • KyleSelf16 on September 10, 2021
    0 upvotes
    2 Replies
    I'm looking for any suggestions/insight re: the meeting scheduling process for meetings our BDRs set for AE's. At the moment, we have BDRs manually logging all their meetings to an excel sheet, but ideally, we should have a dashboard set up for th...
    Reply
    Top Contributor | Diamond Partner
    September 13, 2021 14:18
    Hi @KyleSelf16 . I'll suggest starting at the beginning, as I'm not sure where you're at in your HubSpot journey. So forgive me if this is too ba...
  • EBoyette on September 10, 2021
    0 upvotes
    2 Replies
    How do I create a report to show the time from contact assignment to completion of a connected call? The lead response time shows the time from assignment to first activity but I want to know how long it is taking to actually speak with a new contac...
    Reply
    Key Advisor | Elite Partner
    September 14, 2021 07:30
    Don't know how the visualization would work (table or whatever) or if you'd have to settle for averages (which doesn't help if you're trying to do ex...
  • AYeo on September 06, 2021
    0 upvotes
    1 Replies
    Hi there, my company is currently subscribed to HubSpot. I am looking to give access to users outside of my company to manage the tickets. If this person does not have an email address with the same company domain, can he be added to the accoun...
    Reply
    Top Contributor | Diamond Partner
    September 07, 2021 01:05
    Hi @AYeo , Yes, please add User whom you want to invite into your hubspot portal and give required access to the users (only Service hub access) ...
  • JStenbaek on August 31, 2021
    0 upvotes
    4 Replies
    Do any of you have a good tip on where to document the details of a workflow? like you on a property have a description I would like the same to explain why this workflow is running.
    Reply
    HubSpot Employee
    September 01, 2021 03:26
    Hi @JStenbaek Yes, I just double-checked and you are right. Descriptions are only available on contact-based workflows. There is an existing req...
  • Edyta7510 on August 31, 2021
    0 upvotes
    1 Replies
    Hi, The workflows that I have created to follow-up on the contact us form submission, automatically create a new deal (on certain conditions). Contact who submitted the form and their company are being automatically associated with this deal, whic...
    Reply
    Guide | Diamond Partner
    August 31, 2021 06:02
    @Edyta7510 , You could make duplicate deal properties as in the form and have a workflow copy them to those properties. Or, you could reach...
  • Solved
    Edyta7510 on August 30, 2021
    0 upvotes
    1 Replies
    Hi, In one of the business units of my company (=team), there are multiple sales people (2-4) who cooperate on the same deal. I have some questions about how to optimize their access rights. 1. I understand that one deal can only have 1 sales...
    Reply
    Recognized Expert | Platinum Partner
    August 30, 2021 10:32
    @Edyta7510 , 1. You can use a custom property using "HubSpot User" type as a secondary owner. These users would have the permissions as the pr...
  • Solved
    JStenbaek on August 30, 2021
    0 upvotes
    1 Replies
    Hi All, I use a workflow to create a deal record (copy of an existing deal) for splitting our revenue out into different months. I would therefore like to name the deal fx. "Company name X - September" however, I don't know how to add the month dyna...
    Reply
    Top Contributor
    August 30, 2021 04:02
    Hi @JStenbaek ! I'm afraid that this is not possible, as HubSpot does not have a day, month, or year variable. Unless you edit your workflow every ...
  • Solved
    pbmartin on August 28, 2021
    0 upvotes
    1 Replies
    Is there a way to export all the product properties and rows to a spreadsheet?
    Reply
    Most Valuable Member
    August 29, 2021 20:28
    Hi @pbmartin , Yes, there is. To export your products: Select the checkboxes next to the products to export, or select the checkbox next to th...
  • pbmartin on August 28, 2021
    0 upvotes
    1 Replies
    We want to use HubSpot's native Revenue Analytics reports. We also need to use Annual Recurring Revenue and Monthly Recurring Revenue in other outputs. Questions: Does the Revenue Analytics report use the Recurring revenue amount...
    Reply
    Community Manager
    August 30, 2021 02:46
    Hey @pbmartin Thank you for reaching out! I'll invite a few experts that can share their experience and thoughts about this reporting! ...
  • Solved
    famoffice on August 27, 2021
    0 upvotes
    2 Replies
    I know you can create a formula field, but I can't figure out how to perform a calculation based on a contacts date of birth to come up with their age. Anyone have any thoughts on how to pull this off?
    Reply
    Participant
    August 27, 2021 15:12
    Nevermind....resolved
  • PTran3 on August 26, 2021
    0 upvotes
    1 Replies
    Hello everyone, I was hoping someone could help me solve this issue. We have 2 different entities for which we will need different invoice/quote number sequences/row/table. The invoice tool which is integrated with out hubspot does not support...
    Reply
    Community Manager
    September 03, 2021 09:21
    Hello @PTran3 , thank you for your patience on this matter, I will add some top experts to share their ideas, @webdew , @Edyta7510 , @NicoleSenge...
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