All - I'm trying to create a new view in the "Deals" section, but I don't want it to populate with any current opportunities - I want a blank slate to start. But when I create the new view it's auto-populating with opportunities. I Googled how Leia mais

Hey All, I was wondering if there was a way to change the date entered each pipeline stage. A few months ago my boss changed pipelines and moved from one pipeline to the stage that he thought they should go in, in the other pipeline however now Leia mais

Hi there, I have created a report in HubSpot that is based on Deals. I have created a separate list with all of the correct criteria to use as a filter, but when I apply this list membership filter in the report, it is only pulling 4 out of 5 of Leia mais

I need to see my cal.com meeting on hubspot as leads. Not able to create the workflow that would trigger this. Need help on this. I am new to hubspot

Hallo Zusammen, ich würde mich über die Funktion freuen E-Mail HTML Clickmaps in ein Dashboard einfügen zu können um dann zb einen wöchentlichen Newsletter Bericht zu erstellen mit den wichtigsten Kennzahlen und das man von jedem einzelnen Email di Leia mais

Hi everyone, I'm looking to build a report in HubSpot that tracks when a contact moves through different lifecycle stages—from Prospect → MQL → SQL → Customer —while also capturing: The date/time they entered each stage The original source Leia mais

Hi, I’d like to describe my forecasting needs. Currently, our management team aims to implement a monthly forecasted P&L. To achieve this, we have divided our annual expenses into 12 months and split our committed revenue (CA embarqué) equa Leia mais

Hello everyone, i need your helpppp! i want to create a dashboard, the X-axis is country, and the Y - Country is the crew number. the question is that, i want to get the HubSpot team for X-axis, the questions is that if i pull the data from parent Leia mais

I am trying to create a contact report, grouped by deal, like this: Deal 1 - Contact 1 name, phone, email, company - Contact 2 name, phone, email, company Deal 2 - Contact 1 name, phone, email, company - Contact 2 name, phone, email, com Leia mais

Hi everyone, Goal: I'd like to creative an automatically updated table report that lists my top 20 customers. Column A: Contact Column B: Company Column C: Total Revenue (based on CLOSED WON deals in a specific pipeline called 'Revenue tr Leia mais

Hi, I’d like to describe my forecasting needs. Currently, our management team aims to implement a monthly forecasted P&L. To achieve this, we have divided our annual expenses into 12 months and split our committed revenue (CA embarqué) equally Leia mais

My expectation is that when I set date filtering for the Weighted Pipeline report, that it would follow the fiscal year settings in our account. These settings, which have Feb - Apr 2025 as Q1 FY26, are correct when looking in the forecasting tab. Leia mais