Does anyone have any advice on how to use the Qwilr proposal widget? It is setup, and functioning in Qwilr, but the widget is not visible on my Hubspot customer profile on the right side taskbar where the documentation indicates it should be.

I have created a contact dashboard with all the relevant columns that we would like to review for each contact. How do I share this with everyone in my hubspot license, dynamically. Such that any change I make as the admin gets reflected in everyone Leer más

Hello, I have an requirement where I need implement an Document/Report for tracking the contacts count and deals count dynamically. How could I implement that? can someone please help?

I have a client looking to take this deal card view but being able to switch through their deals and its information from this view. Any plugins or ideas? They would like to view and a bonus to edit the information.  

I am currently evaluating Hubspot CRM. Is there a page where I can see my emails for all contacts (inbox, sent, deleted etc), along with a task list. I want to see this for all companies/contact. Basically a unified email and to-do list. I use t Leer más

I am looking at creating a dashboard/report for KPI's based on the following: My deal stage starts as 'Enquiry' progresses through to 'Won' I want to find out what my conversion is from all enquiries I receive to 'Won' - I'm not worried about w Leer más

hi everyone, how do I display "call notes" on my list view of contacts? I see I can choose "notes" and it can display as a column in my dashboard/list view of contacts but I can't seem to find "call notes" specifically the text under a logged call ( Leer más

Hi, I have the free CRM, I've added the property "closed lost reason " to the "closed lost" property. Can I create a report for closed lost resaon? The work around I have is by adding the colum to the "closed lost reason" when I'm viewing the pi Leer más

Hi team, I've encountered an issue with the dashboard's quick filter when applied to specific reports. The quick filter is intended to filter data across all reports on the dashboard. However, some reports are not being affected by the filter an Leer más

I would like to create a report where it will be easy to show Client / Companies and Deals created in a monthly structure. This report must show growth, health of business and help forecast needed numbers. TIA

Hi HubSpot Community, Contacts I create are not showing in reports. I am a teacher testing out the capabilities of a free HubSpot account so I can assign tasks to studnets as homework. I manually created a contact and ran a a successful Leer más

We have been doing the crm manually using excel now for recent sales we are using hubspot but we are trying to get our past data also into the plaform. But this is only for the purpose of report building. So what is the best way of doing this. Can w Leer más