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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

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) Beitrag ansehen

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 Beitrag ansehen

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 Beitrag ansehen

I'm planning a clean up of old workflows that haven't had enrollments in over a year. I'm thinking that this can be accomplished by using a filter on "LAST ACTION ON". Is this the best way or are there other ways? I'd also like to build a repo Beitrag ansehen

We would like to be able to track goal conversion rates for workflows we have put under a campaign easily. Currently, we have to check each workflow individually to see the goal conversion rate. We also would like to be able to filter this data by m Beitrag ansehen

Hi there, I'm trying to build reports in my dashboard based on these three reports. Any help or direction would be much appreciated. On another note, I'm trying to build into my sales pipeline board a default on each card showing the n Beitrag ansehen