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TChappell5 on May 01, 2024
We have added the Clutterless add-on to our HubSpot account. Is there a way to do a report that shows recent news for company records?? I can't seem to find any way or articles that reference this. We aren't as pleased with the Clutterless functi read more
0 upvote
1 Reply
Community Manager
May 01, 2024 14:19
Hey @TChappell5 , thank you for posting in our Community! You can use the filtering options within Clutterless to focus on company records t...read more
CCzachur on December 22, 2023
We have a field that we would like to restrict to a single user. However, since that is not possible with our licensing level, I was hoping to get a notification every time that field is changed and by whom. First part is easy. The by whom part seem read more
Accepted solution
Hall of Famer | Partner
December 23, 2023 00:31
Hi @CCzachur , Unfortunately, this is not possible. HubSpot doesn't make the information about who changed a vlaue available in workflows. ...read more
PatEnergy on October 09, 2023
Hey all, I created a report on the cumulated number of customers with the following axis: y-axis : count of companies x-axis : became "closed" date of the associated deal As upselling deals are defined as new deals, it might occur tha read more
1 upvote
4 Replies
Accepted solution
Key Advisor | Platinum Partner
October 10, 2023 07:49
Hi @PatEnergy Can you please share the screenshot for more clearity. So that i can provide you with the exact solution. Thanks!
Juliaaa on July 25, 2023
Hi Community, I would like to make a report that shows how a value of a custom property has changed over time. For example, I created a custom company property (type: number) called, "Registered Users". On the first day of each month, I upda read more
7 Replies
Accepted solution
Thought Leader | Platinum Partner
July 25, 2023 09:49
Hey @Juliaaa this wouldn't currently be possible, HubSpot reports work off the current value of a property, which would overwrite the older propert...read more
jparrisAxle on June 30, 2023
I haven't been able to find an answer to this on previous posts, and curious if it's now possible. I am looking to create a report that: Combines all touches made to a customer as 1 single activity (email, call, note, deal etc). I want my reps t read more
0 upvote
2 Replies
Accepted solution
Key Advisor | Gold Partner
July 03, 2023 00:36
Hi @jparrisAxle Have you had a play with HubSpot's ABM (Account Based Marketing)? There are several features that will probably delive...read more
JRVC on June 07, 2023
Putting this out into the ether- We have company partners who service multiple counties across the US and we are trying to find a way to standardize how those counties are setup in a property (since it would be thousands of counties). We need to read more
Accepted solution
June 08, 2023 00:10
Hello, Different suggestions based on the number of states served. If a company can only service one state but multipl e counties: ...read more
MargitFawbush on April 13, 2023
We are trying to create two reports - one is open deal stages for a particular company and one is closed deals amt vs revenue for a particular company. This would be a standard report we would want for all our account managers to have for each clien read more
0 upvote
3 Replies
Accepted solution
Most Valuable Member | Elite Partner
April 14, 2023 14:18
Hi @MargitFawbush - question for you. Does this need to be a report for a specific reason? Or is this something your AMs could view in the Company ...read more
AGerlach2 on February 22, 2023
I am trying to export my reports (CSV format) we made but when they get exported, they are only showing company ID, not the Company Name. How can I ensure the Company name comes through?
Community Manager
April 10, 2023 15:27
Hi @SimonDEBRITO ! Thanks for sharing! Diana
BespokeSS on January 31, 2023
Our team is wondering if there is a way to customize what is searchable in the search bar at the company level. We have "DBA" as a custom property. Our client's legal entity name is the "Company Name." Is it possible to search by a custom property? read more
1 upvote
4 Replies
Accepted solution
Recognized Expert | Partner
January 31, 2023 22:35
Hey @BespokeSS , thanks for reaching out! I believe this is possible, but only at the Enterprise subscription level . That product allows fo...read more
FMia13 on January 04, 2023
Hi, When I'm in List View where all my companies/contacts are visible, some companies have a country associated with them but others don't. When I click to view the profile of on the ones that don't have a country - in their profile settings the read more
0 upvote
9 Replies
Accepted solution
Hall of Famer | Partner
January 04, 2023 05:52
Hi @FMia13 , You're looking at different objects / fields: While this list shows the associated company, it shows the country ...read more
TFarris on June 24, 2021
I'm trying to build a report that shows my pipeline of companies with a lifecycle of SQL and Opp but I want to exclude those that have a closed won & closed lost deal associated with them. The goal is to see what the remaining potential is in t read more
0 upvote
4 Replies
Accepted solution
June 25, 2021 10:41
Thank you Karsten, this worked! The companies did have only 1 associated deal. We are only a few months in using HubSpot so our data set is very sm...read more
JDanner-Hicks on February 10, 2021
Hello all, I'm trying to set it up so that when a rep is looking at a deal, there is a hyperlink that brings them to the associated company overview page. Is this possible?
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
February 10, 2021 15:03
Hi @JDanner-Hicks , Each deal record should show associated records (including the company record) in the right sidebar. You don't have to set...read more
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