Hi, I would like to know if it's possible to edit activity dates, like the date in which a deal was moved from a stage to another. The problem is that in some months this activty was done in an inaccurate way, so we need to change some of t 続きを読む
Hello there, I am wondering about the possibility to follow chatbot flows. Well, I would love to have an interface, where I can follow chatbot flows, in case I am interessted in it. E.g. if anyone chose negative rating or just answer to the rat 続きを読む
Is it possible to create a graph showing the monthly turnover + forecast (same as total weighted amounts) and compare it to two goals (one goal being beeting last year's turnover), or to one goal and last year? I've read this article , but I can't 続きを読む
Hallo liebe Community,
weiß jemand, wie es möglich ist, dass in den Berichten statt Mo.-Fr. die Tag Fr.-Fr. angezeigt werden?
Ich freue mich auf eure Hilfe.
Gruß
Anna
I'm working in a Portal that has Users assigned to Teams. The users themselves have access to Reports.
When I clone a Report, I want to assign it as View Only by a certain HubSpot Team. But the Teams are not listed. The users are, but not any 続きを読む
Hi there, Question for everyone. We've begun to implement deal association tags - speficially to denote when a partner has worked with us on a deal. So in those instances, we add that company to the deal and add an association flag of "Partner" 続きを読む
Hi Commuity I am trying to build a report (custom object: Deals + notes) of my deals. Then I am trying to filter the count of deals within a specific date range using my quick filters at the top of the dashboard. When applying quick filters, t 続きを読む
Hi everyone, I'm trying to track who creates a company. The only options i found are: traking by owner and tracking by user id. The problem with the first, is that when a company is created, it might be owned by someone who wasn't the creat 続きを読む
Hi everyone, I need to track how many times in a certain period of time my colleagues in Sales send a proposal (which is a deal stage "Proposal Sent"). Now I can track how many deals are in this stage, but as soon as the stage changes, I wil 続きを読む
In your deal properties, you should have a property called Date entered “Proposal Sent” , which records the date when a deal moved into that stage. ...続きを読む
Hi all, I'm trying to report on the average time between the first outreach to a lead and the first logged call . My constraints: I'm working only on the Lead object I can’t create custom properties or workflows We log activities (ca 続きを読む
I'm creating a custom report, but it automatically includes default fields that I don't need. Is there a way to remove the following fields and start with a blank report? The fields I want to remove are: Record ID - Deals, Record ID - Companies, and 続きを読む
Hi everyone, We’ve successfully embedded a ClickUp dashboard via an <iframe> in our HubSpot card, but while the iframe content displays, it doesn’t allow any in-place editing—all controls are disabled. Our goal is to give users full ClickU 続きを読む