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 there Every month I want to be able to look back at the previous month and create a report which tells me about the total deals and each stage that deal might have gone through during the month (eg one deal could have moved through 3 or 4 dif read more
Hi @LGriffith ,
Out of the box, reports only show you the current value of a field. It's not possible to create reports in the custom report b...read more
Hi there! New to HubSpot Sales Hub – thanks in advance! I'm just going to lay this out really frankly instead of using vague variables in order to keep it simple! Here's the scenario: My company is focusing on two specific verticals/cust read more
Hi @sarahbecherer
You are on the right track with your thinking and the order. Given how customisable deal records and views are, I would n...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
Hi, hoping someone can help. I am sure I have done this before but now can't make it work. The goal is to produce a spreadsheet showing our best companies in a year by amount spent. So, in Deals, I am selecting a range between 1/1/2023 an read more
Hi @spotlight_sound ,
It looks like you're on a Starter subscription and I assume you're trying to do this on the deal index page (Menu > S...read more
Hi all, Im trying to find a way to produce an .XLSX version of our pipeline, I have all properties but one that I want selected when I view it as a list so it's ready to be exported as a spreadsheet. I cant seem to find a good way to add a column t read more
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
Hi,
I'm migrating our company info from SalesForce to HubSpot. We're used to viewing Contact or Company information all in front of you which would show all the custom object we created.
Is there a way to view all the objects just like the read more
Hi @9eRWin ,
HubSpot has recently introduced more tools to adjust the layout of records. The one that would be most suitable to your request i...read more
Hi! 🙂 Is it possible to create a report that will show cost changes. For example: a transaction indicated a value of 1, and a week later it was changed to 2. It turns out I need to see the cost before and the cost after. I hope I explained it c read more
Hi @SBezlyudova ,
If you're expecting a report where you see a deal name and then two columns (the old deal amount, the current deal amount), ...read more
Hi everyone, I haven't seen this addressed elsewhere, so I may have a solvable issue here. It has to do with the Close Date property on Imported Deals. We switched to Hubspot earlier this year and started managing all of our Deals from the Sale read more
Hey, just watched your video (closely, as requested). The quick response: I set it up almost identically to you in the first place, and despite the m...read more
HubSpot support has informed me that charts and graphs cannot be embedded in cards for the overview or sidebars for the company object. I'd like to create a user experience for sales users where they could click a link or easily create a YoY reven read more
Happy to help @MiaSrebrnjak !
@PMawhinney2 you could consider creating individual user dashboards for your sales team, it could include a pr...read more