Hi, I have the contact lifecycle stage funnel with contact totals and conversion rates report on my desk. I have filtered to showcase a month. There are leads showing but when clicking through it is stating that there is no information to sh read more
Hi I work for a not for profit and we are currently using the free version of Hubsot. Having been used to a different CRM in my corporate days I'm enjoying the Hubspot experience so far. Although probably not yet using it to it's full potential read more
Hi, my interface had a dasbhboard where I could see the flow, from Enquiry-Information Provided-Quote-Order Successful-Order UnsuccessFull, Completed, Invoiced etc. This seems to have disappeared. Where can I find this again?
Hi 1) I have checked now and I am logged in with the same username and password. I can also see all the previous communication and contacts. 2) We are...read more
Hi, Looking for some suggestions and alternate ways. A client of ours from healthcare practice wants to add around 40+ properties to their contact list, out of these properties most are customised. Their aim for creating these properties is to take read more
Thanks for sharing that information. Apologies from my end. The client is in hypnosis practitioner and info isn't a patient info rather the basic co...read more
Hello, I wanted to know if there is a way to create tags? Something that can connect call information by a places people have been and link them or choose it and add it to the ticket (IE a place they have been) Is there something else I can use? read more
Thank you for reaching out. I looked into these answers and tried it. Unfortunatly, I dont think this is the solution but very grateful for your resp...read more
I am a developer and integrated the HubSpot tracking into our product, the script is loading fine for everyone except this one. Don't know the reason. Can anyone help me with this, what can be the issue? NOTE: Users can embed forms created on o read more
I am a developer at Outgrow, we provide our customers the feature to add their Hubspot ID for tracking, so each can use different IDs for his differe...read more
Below is the message wach time I try to set-up a revenue goal. "There was an error when saving goals Exit wizard and try again. Contact support if this keeps happening. " I contacted supoort and followed their recommendations below. But read more
Hi there, I'm new to Hubspot (free) and creating a new report to show me monthly revenue. I currently have 2 deals in January, one is qualified to buy and worth £1,666.66 and the other is an 'appointment scheduled' worth £833.33. For some reason, read more
Hi @JulieBY ,
The report you chose displays the value in each stage based on the probability of a deal in that stage closing, e.g. 1,666.66 * ...read more
Does anyone know if there has been a recent update to the free Hubspot account and what is viewable? We use to be able to see the actual totals in each column of our Sales Pipeline and about 2 hours ago it started only showing the "Weighted" tot read more
@AWood5
It is not clear if there has been a recent update to the free Hubspot account and what is viewable. However, you can review the feat...read more
Hi im jus startign with hubspot and we have 3 different teams, depending the counties and we need to have different sales pipelines for each one. Is possible to have 3 different sales pipelines ?
@RRON1
Yes, it is possible to create different pipelines in HubSpot based on your sales requirements Also you can manage access to your pipe...read more
Each year we reset our HubSpot dashboard to begin tracking deals for the next year. How can I reset our deals dashboard to ensure the data from the previous year is not lost?
Hi @ST11 ,
No need to reset anything - all HubSpot reports and dashboards have filters that let you apply date criteria. For dashboards, you s...read more
Is it possible to display reports created in Tableau in HubSpot Dashboard? I created reports by fetching data from warehouse in Tableau. Now I want that report to be displayed in HubSpot, so that I can have everything in one space. Is it possible t read more
@PBarik
Yes, the data will be dynamic the reports will automatically update with the latest data from the external source. You can refresh ...read more