Hi all! I'm trying to set up a report that allows me to see which deals have future meetings and which don't. So far I've set up a custom property "Future Meeting" to sit on the deal and has drop down options of yes or no. I've then set up workfl read more

Hi HubSpot Community, I’m using the free version of HubSpot and would like to set up goals, but I’m running into a bit of trouble. From the HubSpot pricing page, I see that goal-setting is available in the paid version, but when I asked HubSpot’s read more

Hi! For very quick context, I am a marketer, so I use the Marketing Hub Professional, but I am very new to Hubspot. The company moved to Hubspot in 2021, but it seems nothing has ever been set up properly, so I'm on a mission to do it. My s read more

Hi Everyone, I'm in dire need of suggestion on sales team daily poductivity based on logged activity. Currently we only track and report things based on number of activity logged by the sales team, and this pose a problem for us. We can't exact read more

Hi! I am very new to Hubspot and I find that I need more time to understand various vocabulary within the CRM. What I'm basically looking for is, how do I create a basic report that shows 5-figure donations/deals that happened in the past 3-5 read more

In my current pipeline report, I can choose the weighted pipeline but I can't find how to find the filter for the pipeline alone ? Also is there a filter to see the revenue between please 1 discovery to phase 3 proposal.

I'm trying to write a report with 6 columns: Deal Name, Deal Owner, Deal Stage, Amount, Last Note Date & Last Note Steps: 1. I start with a Custom Report starting with Deals and then the associated Sales Activities (filter on type Note) or read more

Hi HS Community - I'm looking for help with a reporting question. We have a deal stage called "Proposal Prep" and a custom date picker property called "Proposal Due Date," where our sales reps set a goal date for sending out a proposal. We've noti read more

So I am trying to organize my companies customers. We work with our customers from forward facing all the way up to C-level. I am wondering if there is a way to organize the customers by Company>District>Store#XXX. And to add another level, or read more

Hello Community, How are you? Is there a workaround that anybody here has implemented to save in a property or through a workflow the Job title of the User stored in the Created By User ID property? I know that this is possible to do through a read more

Hey Hubspotters I am looking to create a dashboard report to keep track on sales team "deals" pipeline progress. As the sales "deals" pipeline (swimlanes) has several marks like qualified, demo, contract, closed won. I want to check the pro read more

Hey orange hive I've been dabbling with apollo.io for a while, and I'm finally ready to actually start using it! I have the integration set up to only create contacts in HS if I get a response to an email outreach—I don't want all the contacts I ap read more