We have line items that have associated core charges, currently set up as an additional dollar amount on the line item. How do we get it so that when we select a product with a core charge to show the associated core charge on a quote and inevitably Lire la suite

Hello community! I'm trying to set up HubSpot properly and have encountered an issue I don't know how to overcome. I need your help. In common practice, a certain contact can change its lifecycle stages forward and backward. Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 ?

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite

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 Lire la suite