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JWienkamp on May 16, 2024
Hi everyone! I have the following use case and hope that someone already found a solution for it: We work project based and multiple people can be involved in one project. We track this by having multiple user properties Now I wanna create a read more
0 upvote
3 Replies
Contributor
May 16, 2024 08:11
The main thing which i am trying to say is you can't really use more then one property in the break down column. Its really hard to think of somethi...read more
Fayhan on May 15, 2024
Hallo liebe Community, ich suche seit einigen Wochen nach der Möglichleichkeit die Erscheinungsquote in % zu tracken. Folgendes möchte ich gerne abbilden: Wie viele Termine sind erschienen/nicht erschienen Welcher Teammember hat die read more
0 upvote
3 Replies
Hall of Famer | Partner
May 15, 2024 11:45
@Fayhan wenn du sehen möchtest, welche internen Mitarbeiter an einem Termin teilgenommen haben, dann ist das nicht möglich, nein.
MattD127 on May 14, 2024
Hello everyone! For context, I am currently utilizing sales sequences using Sales Professional and Marketing Starter. These sets of sequences are just a set of automated emails going out to prospective leads. My question is, what is the be read more
0 upvote
1 Reply
Hall of Famer | Partner
May 15, 2024 00:05
Hi @MattD127 , I would recommend approaching this with a filtered contact view: https://knowledge.hubspot.com/records/filter-records-and-save...read more
Solved
PJohns on May 07, 2024
Hi, I have noticed in a couple of areas of HubSpot where tables of information are shown. The webpage doesn't show the total number of rows / entries? One example of this is in Workspaces > Prospecting > Leads. No where on the page does i read more
0 upvote
3 Replies
Accepted Solution
Top Contributor | Partner
May 07, 2024 07:15
Ok, I get you. You can click the checkbox at the top of the table to get a total number if needed. But maybe you can submit this on the Ideas ...read more
Solved
RHendricks on April 19, 2024
Hey community, We are in the process of re-evaluating how we measure our customer journey metrics and are mapping to a bowtie data model (by winning by design), using hubspot 🔁 I've spent the last week frying my brain on the merits of hav read more
1 upvote
1 Reply
Accepted Solution
Thought Leader | Platinum Partner
April 19, 2024 07:50
Hey @RHendricks this is a very good question. In my experience using the bowtie model doesn’t meen having to use 1 only tool for the whole pro...read more
pahy96 on April 01, 2024
I would like to be able to show how quickly contacts move through different stages of our customer lifecycle. We use Hubspot Score to define these stages and don't use Hubspot's default Lifecycle Stage property. Our stages include: 0-60 Lead 61-99 read more
1 upvote
2 Replies
Participant
April 01, 2024 15:49
Thanks! Unfortunately, I don't believe we are using the default lifecycle stages in hubspot, so there is likely a conversation to be had internally a...read more
Solved
ajkinbrum on March 19, 2024
Hey orange hive I've been dabbling with apollo.io for a while, and I'm finally ready to actually start using it! I have the integration set up to only create contacts in HS if I get a response to an email outreach—I don't want all the contacts I ap read more
Accepted Solution
Thought Leader | Platinum Partner
March 20, 2024 10:33
Hwy @ajkinbrum so when ever you pull contact's information from a 3rd party toll the source in the property Original Source will be Offline ...read more
Domi_n1ka on March 04, 2024
Dear community, I am struggling to create a report on deals. I need it to show deals stacked based on win probability (we have a custom property for this, not using the deal stage-based probability), it needs to be split by close date and split by d read more
1 upvote
1 Reply
Thought Leader | Platinum Partner
March 04, 2024 09:44
Hey @Domi_n1ka you need to create a custom report Deal object based using your custom property and the deal owner. I think you 'll need Pr...read more
Solved
PBaan25 on February 24, 2024
Hi, Use case: - We have several teams. We have created revenue goals for these teams, using the option of adding individual revenue goals within that team goal. In most cases, the individual revenue goals add up to the team goal. However, some read more
Accepted Solution
Participant
February 26, 2024 11:12
Thanks, I have upvoted the idea you mentioned. We are indeed working with custom reports. I have found a way to have some sort of forecasts in there...read more
Solved
Tim_dgn on February 21, 2024
Hello, I'd like to use Hubspot to track and analyze my sales precisely. Do you know if there are any functionalities (report creation, for example) that allow me to see directly the evolution of my sales between two periods and to see what read more
Accepted Solution
Most Valuable Member | Elite Partner
February 22, 2024 14:06
@Tim_dgn Thank you for the additional details about how you're using Excel for this report. To add your estimated sales / budget, you would n...read more
Solved
BFovargue on February 09, 2024
Hello, My team and I have recently ourchase Hubspot Professional. We're a food start up that has a lot of food products, however depending on the customer recieve a different price. As a result, this would mean trawling through spreadsheets and read more
0 upvote
1 Reply
Accepted Solution
Recognized Expert | Diamond Partner
February 09, 2024 09:32
Hi @BFovargue , Currently the only way to manipulate line items with HubSpot workflows is to use custom coded workflow actions. To do this, you...read more
Solved
JCrowNM on February 05, 2024
We have contracts with multi-year deals. We have the amounts of those deals split out in different fields, e.g. FY24 Amount, FY25 Amount, etc. I want to compare how much we have booked (closed won deals) vs the annual goal for the year. I can't read more
0 upvote
11 Replies
Accepted Solution
Contributor
February 07, 2024 12:47
Just wanted to provide a concise recipe of what I did in case others have a similar need. 1. Signed up for the formula fields beta 🙂 2. Create a...read more
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