I wonder if there is a way (probably via workflows) to create a property that would show permanently the last activity associated to a lead before a meeting was scheduled with him. The objective is to see in reports the effectiveness of different to read more

Hey all, sorry for the confusing subject line.. I'm looking to create a report for our sales management that tracks the time it takes our team to respond to inquiries/form submissions but doesn't seem to follow the conventional method that the d read more

Hi all! I'm trying to set up a report that allows me to see which deals have future meetings and which don't. So far I've set up a custom property "Future Meeting" to sit on the deal and has drop down options of yes or no. I've then set up workfl read more

Hello, I'm running into a bit of dilemna. I want to build a dashboard/report in Hubspot to point out any changes to a deal where a close date has changed, or any field. I know its not possible to show changes that were made but I would like to a read more

Hello! I wonder if this notification within the dashboard sharing means that we will soon be able to set filters and send automated dashboard emails with the filter enabled? "“Send with filters” will be removed from this menu soon. In the futu read more

Hi everyone, We have some deals that have multiple line items in each one. Are there any recommendations for how you report on these line items and are able to split them up? We have found that reports are not counting the line items when there read more

Hello everyone, we are experiencing difficulties with the creation of accurate reports. We have Sales Hub Professional plan. Our goal is to showcase the progress of deals moving through stages on a monthly and weekly basis as well as the percentage read more

We have a field that we would like to restrict to a single user. However, since that is not possible with our licensing level, I was hoping to get a notification every time that field is changed and by whom. First part is easy. The by whom part seem read more

Hello, I am trying to do this process (workflow) (this is from another post) but I am stuck on the Copy Value. This is what I am seeing, can anyone tell me what I am doing wrong or missing to get this flow? Basically I want to create a rep read more

We have a custom object (Management Company) that we associate individual companies with. Here is what I want to achieve. I am looking for an efficient way to access a list of companies with their associated Management Company (custom object) read more

We conduct sales calls daily. Up until now our stats (call booked, applied, approved, no showed, call taken) have been reported based on most recent meeting date. Our pipelines are set up to move a single deal across our sales pipelines and the sta read more

For context: We are a school and use HubSpot forms for our applications. On the applications we ask for 2 contacts - usually mum and dad - and use a workflow to create the 2nd contact based on the form submission. We then associate the 2nd contact w read more