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  • KHughes2 on September 10, 2021
    0 upvotes
    3 Replies
    Hey looking for help with a problem, Whenever we add a deal to a contact we send that contact an email (using the deal workflow). Our marketing team wants to know if those who get this email are more likley to move to the second stage in our (cu...
    Participant
    September 20, 2021 07:18
    Thanks everyone for looking into this.
  • JennaWB on September 09, 2021
    0 upvotes
    2 Replies
    Hi - I am working on creating a report that shows the deal source (a new property I created) broken down by the companies that are our prospects. The report is a custom report using both deals and companies. I am running into an issue with man...
    Member
    September 10, 2021 15:52
    Thanks @PamCotton ! All deals were associated with contacts and companies. I just went in to look and it looks like the issue has resolved itself. ...
  • VirginiaB1 on September 07, 2021
    1 upvotes
    1 Replies
    When I create a Deal View "Save View" Then export the view "Export View" XLSX format or CSV And select "Only Properties in the View" The columns do not export in the order of the "Saved View" that we are exporting This truly defeats the purp...
    Community Manager
    September 08, 2021 14:04
    Hello @VirginiaB1 are you able to edit these columns once exported? One thing to note is that for default measures such as count of contacts or co...
  • Shaywood on September 04, 2021
    0 upvotes
    3 Replies
    I am trying to run a report that will show how long a deal stayed in each deal stage. Does anyone know if there is a report that will show that info or how to create one?
    Contributor
    September 07, 2021 01:54
    Hey Shaywood, I think you can only do it in chart. What i do alternatively is to create a property "day of (stage)" for each deal stage Then ...
  • MSanchez2 on September 02, 2021
    0 upvotes
    1 Replies
    Hi there I've created a report to show all the deals, classifying them by the stages of the sales pipeline. However, the deals made for a specific stage are not visible in the corresponding stage of the report. As you can see, there are 8 deal...
    Top Contributor | Diamond Partner
    September 02, 2021 21:01
    Hi @MSanchez2 , The report you have created is a funnel report. It will show you the deals that have gone through the stages of your pipeline. You ...
  • Solved
    NHoff on August 27, 2021
    0 upvotes
    5 Replies
    Hi, I am having trouble building a report for deal stages the way I want it so am hoping I find an answer here instead... I am looking to build a report that shows me the total (or average) time deals have spent in each stage until they were conver...
    Most Valuable Member
    August 27, 2021 02:52
    Hi @NHoff , That's exactly what the "Deal time spent in each stage" report in the report library is showing 🙂 Are you missi...
  • KJones50 on July 23, 2021
    0 upvotes
    1 Replies
    Someone on the team associated the wrong company to a Deal. I've tried and looked everywhere and can't seem to find a way to fix it- except to delete the Deal and re-create it. And that's a horrible solution as the Deal has a lot of activity assoc...
    Top Contributor | Diamond Partner
    July 25, 2021 21:53
    Hi @KJones50 , You have the option to change the company owner of the deal. When you go to sales > select the deal. On the right...
  • Solved
    RichardChou on July 06, 2021
    0 upvotes
    2 Replies
    We have build a form on our website that will automated generated Deals into our pipeline. At the same time, we are running multiple campaigns that lead prospect to this page, including social posts, email marketing, SEO, etc. I understand the "...
    Top Contributor | Diamond Partner
    July 14, 2021 01:27
    Hi @RichardChou , The 'Original sorce type' will always show you how the contact first landed into your CRM. It will be difficult to know the o...
  • Solved
    MII2021 on June 24, 2021
    0 upvotes
    3 Replies
    We're setting up our deal pipelines and there will be times when we'd want one deal included in two different pipelines. We're setting up a US Sales Pipeline for all US sales. But we're also breaking that out into subcategories/sectors like: corpora...
    Top Contributor | Diamond Partner
    June 24, 2021 20:54
    Hi @MII2021 , You cannot have one deal in two pipelines in HubSpot. I think what @Mike_Eastwood and @karstenkoehler suggested will the best pr...
  • Solved
    TFarris on June 24, 2021
    0 upvotes
    4 Replies
    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...
    Most Valuable Member
    June 26, 2021 07:56
    Happy to help, @TFarris ! It looks like you marked your own post as a solution – you can help the community by also accepting my answer as a soluti...
  • Solved
    Delsom on May 26, 2021
    0 upvotes
    3 Replies
    Hi, So I want to make a report that tells me if a deal was won in the specified period (this month/week etc), even if it was made at any point before that. Currently, I have a report set to numbers and reporting count of deals with a filter of...
    Most Valuable Member
    May 26, 2021 04:11
    Hi @Delsom , sounds good. If you want to include the Deal stage , you can add it by clicking Add Deal Property and also dragging and dropping it in...
  • Solved
    EbarakHossain on May 22, 2021
    0 upvotes
    3 Replies
    Hello Folks, I would like to have this report (in attachment) in my Sales Dashboard with the only difference that I want to see all deals that were moved in STAGE of the Sales Pipeline. - E.g. if a deal was moved from Sales Qualified Lead to D...
    Most Valuable Member
    May 24, 2021 00:16
    Hi @EbarakHossain , When you navigate to the Report librar y ( Menu > Reports > Reports ) and search for "funnel", if you see a but...
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