Hello, I have successfully connected the domain (website pages, blog, landing pages, sales & service email (tracking) as well as email sending domain. Despite going through all these steps I am unable to send dashboards via email to external ema Beitrag ansehen

I want to set up a report on how many of our qualified leads (from the prospecting workspace), turn out as sales (in our deal pipeline). And bonus if i also can see the amount those sales bring inn. NB: I have HubSpot professional, not enterpris Beitrag ansehen

Why do you have it so that the activity date for a single object report shows the date and time with ease - however you can't choose today or the past 7 days for a report. Whereas on the customer object report builder the activity date will not Beitrag ansehen

Hi all. I am trying to get a specific VIEW of my pipeline. The only VIEW I can get for the DEALS PIPELINE is in the grid where I have to scroll down to see all the DEALS. WHen I watch hubspot tutorials, their entire screen is filled with t Beitrag ansehen

Good morning, I have an issue with reporting on line-items. I have created a product property called "Product category", Group: product information, Field type: drop-down select. This property contains two options, "Core" and "Add-on". I have then Beitrag ansehen

As par tof my MasterMind group, we are looking to enter metrics for the amount we quoted every month. I have the report, I set it to filter based on: Date entered "Client Reviewing Proposal" Problem is if we quote a deal on December 10th, win i Beitrag ansehen

Hi all, I'm trying to solve an annoying issue. We use a custom table report each month as a sales reporting tool on Deals. It's very important for our other systems that these reports stay structured correctly and in the same order. The issue we a Beitrag ansehen

We have some reports where we are not able to attach a csv. I think its because there are limitations on using Custom Report Building but the documentation is sparse on details on what the limitations currently are for this feature. The only men Beitrag ansehen

When creating a view (by company) we can currently add a column for "last contacted" - however, you cannot add a column to view the outcome of that touch point via "call outcome" or any other custom property created. In addition, you cannot add the Beitrag ansehen

Does anyone have any advice on how to use the Qwilr proposal widget? It is setup, and functioning in Qwilr, but the widget is not visible on my Hubspot customer profile on the right side taskbar where the documentation indicates it should be.

I am attempting to create what I think is a basic report but struggling to build it. I would love somw pointers on how to do create the report: BACKGROUND: I recieve orders from my Shopify store (connected to Hubspot) I also recieve payment Beitrag ansehen

Hi All, My organization has started using HubSpot as our primary tool for tracking business development activity across the firm. We've got some great dashboards produced for tracking the numbers, but one of the areas our leadership also wants t Beitrag ansehen