We have recently implemented a system that assigns our key buyers one of three statuses depending on when their last meeting with us was. Anyone who we've met in the last 120 days is green, between 121-365 days is yellow, and anyone we haven't met i read more

I'm trying to create an active list of companies. the list is supposed to show companies who a) have zero open deals b) have no closed (won or lost) deals with a close date less than 365 days ago, and c) has at least 1 closed (won or lost) deal with read more

How can I create a single object report in HubSpot that shows tickets along with associated contact information like name and email? Ticket based report want to show contact default fields in single object report.

I deleted some records and stages 14 hours ago and these can not be retrieved. Im told by the freeware support person that I must have deleted them over 90 days ago. I did not. The documented instructions state that the records can be retrieved with read more

Hi Community, I'm a BDR, and whenever I book a meeting for my Account Executive (AE), I have to open a deal and assign my AE as the deal owner. However, we have specific attribution rules where, if I have a certain number of touches on an acco read more

Hello community! I am offering a limited amount of free users in order for me to collect customer feedback. I built a sales dashboard and email reporting tool that fully automates sales performace tracking, KPI reporting, sales rep quota att read more

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 read more

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 read more

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 read more