CRM

Hi Everyone! I'm glad to join the Crm Study Group to learn about Hubspot and connect with others.

Hi guys! 👋 I want to track and calculate the sales team's commission in HubSpot, as I am working towards unifying all our work in HubSpot to be a single source of truth, but I can't do that now and need help on this. We don't track commissions ...

Is there any way to get a notification/alert saying "there is an update available for this contact" Example: John left Target and joined J&J, so we need to update all data. Will HubSpot notify us of any available changes, such as job change a...

Hello, brand-new user here! I jumped in the deep end to create a template for my company to use for contracts/Quotes. I have created some products in our product library, and created some custom properties for them, which I would like to display in ...

I’m using HubSpot CRM for my sales team and would like to streamline our lead management process. Specifically, I’d like to set up automated lead scoring based on criteria like company size, website visits, and email engagement, and then assign qual...

Hi- I am looking for an export solution. When using cumulative time in each stage, the export comes out with hours instead of days, and it is not helpful. Is there a way to export the data as it is shown in the report on the screen?

Hi, I created a worflow that enrolls deals once they have a specific property filled out AND the Term Date property is at least a day from now. Then, based on the deal's property update one of the properties of the primary company associated to th...

Problem: HubSpot frequently makes unnecessary changes to the CRM platform. Case in Point: The option for "Lists" was renamed to "Segments" After that change, I spent 15 mins looking for my lists and had to call HS to find out they changed the name...

Hi, I would like to apply a value present on a child company to the parent company. So I have not been able to do it. I asked Hubspot support they told me it's not something that it's possible to do. But I'm wondering if there is some work...

Hello, I am building out my Teams structure, which should be very simple, but I ran into an issue before so I want to make absolutely sure I am setting this up properly. Our company has regional sales people that have geographic territories a...

Hi, our sales team can only see their own emails in CRM, but not those from the team, because of policies introduced. When a user opens up summary for a client that belongs to different owner, can he/she at least see that owner sent email to that ...

Hi colleagues, I would like to add a "Close rate by $ 25" right next to the report we already have "Close rate 25" - which would literally do what the title says. To elaborate: We have very uneven deals and I would like to have an understanding wha...