CRM

In our center, when an agent makes a sale, we trasnfer ownership of the contact to our management. However, I want to create reports of all our agents, but any agent that has had their ownership of a contact transferred to management, I can't see th...

Hi everyone, To dig into my list of leads, I want to be able to create a contact list that only shows me one lead (the one that was created first) per company that is in my CRM. At a later stage I want to play with filters to only show the earlies...

Right now when we set up deals with multiple products, reporting shows the dollar amount for the whole deal for each product. We need to be able to see, across all deals, which ones include which products and the accurate price/product. The thin...

Our team is currently using Hubspot to track only new business opportunities. However, I am building out requirements for us to start to capture Renewal and Expansion opportunities in Hubspot as well. With that in mind, I think it makes sense to tra...

Hi everyone! I spent about 2 days to research and brainstorm how calculate create_time between the first stages and the last stages. The purpose is to know what is the average time in a sales pipeline or any stage in the pipeline. Please help m...

Greetings - could I please get some advice? Our deals have, at minimum, a primary company and another associated company. When building report tables in hubspot, I get duplicate rows for the deal when I want to include Company Name - one for each ...

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

Hello everyone, I would like to edit the "log email" window when I am on a contact's card, so I can customise it for my business' needs. For example, I would like to add a dropdown menu so sales reps can record email outcomes, which we...

I have a Deal property called "Country of Residence" which we've loaded with a ISO list fo Countries. Staff than use then when creating a Deal. However we now want to do reporting by Continent (or sometimes even by other regions such as EU, EEA etc)...

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! I would like to create a simple report with the list of companies that have ever had an unknown owner. I can choose the owners including them/ excluding them, but I don't see such a simple choice to see all the companies with unassigned owne...

Hi Community, Is there a way to report on revenue inflows based on Line Product. In line product I have service A with start/end billing date. Start date 01.01.2023 End date 01.12.2023 Payment frequenct - monthly. Monthly amounty - $1.00...