Worked the problem - it was there all the time. Learnings. Hello, First time community post for me! I need to pull all Deals by Opportunity Type from our instance of Sales Hub Starter in preparation for a migration to Professional. My p read more
Hey guys, When I view my deals in my sales pipeline and if I click on advanced filters > add filter > deal collaborator > is any of me paired with my original filter of 'deal owner is any of me' When I apply this filter I only see deal read more
Hi @workspaceman Can you look at this video and recreate it in your portal? It should help. https://www.loom.com/share/5c2c6ac8e9604ffb900ac41a...read more
Good Morning I am looking to create a map of current customers, by postcode. I have created this in a previous company who did not use Hubspot, by importing a csv file into Google maps, this then allows you to colour code different categories o read more
Hey @IPearson9
Currently, I am not able to find the direct feature in HubSpot but you can give a try to this Integration: https://mapsly.co...read more
Hello HubSpot Community, I'm reaching out in hopes of finding a solution to a customization issue we've encountered within our HubSpot setup. Our business operates on two unique fronts: product sales and secondment. These distinct functions have read more
@NJ_001 unfortunately not, this is a manual process that each user must complete themselves - https://community.hubspot.com/t5/CRM/Customizing-Def...read more
Hello HubSpot Community, I am trying to find a solution for a reporting issue for which I have hit a dead end. Here is an example of what I am trying to achieve : All my properties are in contacts. One property determines if you are an experie read more
Hello @JLetellier , The employees assigned will be a list and one employee can be assigned to multiple records, right? If so is the case, then...read more
Hello @M1tesh ,
It's really strange. I do not see any issue as far, I would suggest you to ask from the hubspot if still the issue persists. ...read more
Hi there,
Found a few articles referencing custom objects as a use case for calculating comissions ( example here ). Sounds like the Custom Object would be Comissions and you would use data from other properties / objects and calculated proper read more
Ah ok that makes sense! Well it's definitely an idea, realistically any object would do for this though. You'll have to use a workflow to copy values...read more
Hello Community, I am encountering an issue with my custom 'Pitch and Miss by rep' report in HubSpot, specifically with the amounts not calculating correctly. I would appreciate any insights or guidance you can provide to help resolve this probl read more
Hey @CRICornwall , thanks for reaching out! I think this has to do with the deal stage probability and the properties you're pulling into the report...read more
Hey everyone! I am trying to create a report which will let me know how many follow up calls each rep makes. Some of our leads are recycled, so I need a way which will differentiate a follow up calls (e.g. they called the contact back with read more
Hey @chloey , thanks for reaching out! This is a great question.
The easiest way to report on different call types would be to customize your ...read more
Hi, Recently when I try to access this tab I have been recieving the following message: 'We couldn't find that view . If it is shared view ask the owner for access.' We have no owner of this view, it is a default HS view from what we under read more
Hi, I need to create a dashboard for a sequence performance weekly report and haven't been able to filter the dashboard/report only for one specific sequence.
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?