Hi, Can anyone suggest what might be causing this issue Or at least, can someone help me understand how Hubspot decides who to assign activities to - perhaps I'm missing somehting? We are using Instantly.ai for cold emailing and logging email Leia mais

I want to build a report that shows the activity (calls, emails, SMS) of each sales rep and exclude any of that activity that is going to a Contact that is a "Customer". Basically, how many cold emails are being sent and outbound calls to non-c Leia mais

Hi all. I've been using the "number of associated deals" property to highlight priority contacts we've worked with before on our company dashboards. This is a little too broad, however. I really need a second option: "Number of associated deals Leia mais

Hi, I hope you're doing well. In our company, when a deal is won, a renewal deal may be created based on the terms of the original deal. The renewal deal's close date is automatically set according to the term of the original deal. I’m look Leia mais

I'm evaluating with the free version, and would like a daily digest, report, or view of all activity from the last 24 hours, or selectable period (like last 7 days) for myself and my other evaluating user. How can I get this without having to cl Leia mais

Anyone know a way to export our list of custom reports like you would see on the reports page? We have several hundred so looking to put them intro one spreadsheet to view them better than paging through them on the screen.

We are a property owners association just getting started with HubSpot. Our accountant uses QuickBooks Accountant Desktop. I currently have HubSpot set up with all of our property owners in contacts and all of our parcels in inventory. Then I creat Leia mais

Hello, I have created a vertical funnel report for our Company lifecycle stages, but it is missing a large set of data (thousands of customers!). The only filter I have is the "Type", filtered to just "Dealer". The only thing I Leia mais

Hey everyone, I’m looking for a way to better categorize meetings in HubSpot. Right now, I can’t easily distinguish between intro meetings, follow-up meetings, and non-commercial meetings. For example, we run workshops that sometimes include tar Leia mais

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