I had a need to display the most recent note as pulled from the "Note Body" field. I wasn't able to find a workaround that didn't show duplicate contacts and all notes associated with that contact, vs just the most recent one. A few other posts didn read more
@TYuan4 , Thank you so much for sharing this with the Community! I am sure plenty of community members will find this helpful. I encourage you to ...read more
Hi HubSpot Community, I’m looking for a way to create a dashboard that gives our sales representatives an easy overview of their contacts and their interaction with marketing emails. Ideally, we want to see: Contact Name Email Mobile Phone read more
Hi, colleagues, I want to see in a report how many days the lead is open (from the created date till today - rolling), but I can not find a property to reflect it. Does it mean I will need to create a date picker property from the created object read more
Hi, colleagues, I created a company-size property (on a lead level with a drop-down menu) and want to add it to a report to make it visible. It doesn't appear (pop-up) as an option to choose. Why? Thanks
Hi @BMasek ,
This can be done with the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-bui...read more
We want to create a report is only showing contacts that: - Have a cancelled/no show First Sales Demo meeting - And do not have another meeting (either active or complete)? For example, if someone books a demo and cancels, then books a secon read more
Hi Guys, (Issue) How can we attribute a point or count to each update of the deal now? As there is only 1 deal owner. Many times when we have a single deal, we have multiple estimators in the team updating the deal value on a requote for t read more
Hi @NathanAza ,
It sounds like what you're trying to achieve could be accomplished with deal splits: https://knowledge.hubspot.com/records/sp...read more
Hey everyone! We’re still struggling to effectively compare our reports against our specific goals in HubSpot. The default reports only allow us to set revenue targets based on total amounts, but we have other key financial metrics we need to tr read more
Hey @TVaz - I think it's possible with some custom property work. For tracking ARR, you can set up a custom property to capture this data and then ...read more
I've just updated my shopify intergration to the newst version and now have ecom purchases heading to the new "Orders" object. I do think it's good to have this seperate from Deals BUT I want to know if it's possible to create Single Object reports read more
Companies have a company owner, but internal stakeholders with us also interact with the company. Question, how can i build a report to see: Now I see the last contact moment with a company, but it is always in the name of the company owner and I read more
@BJobse in that case, build a report with the data sources mentioned in my first reply and simply add a report filter for "Activity assigned to" an...read more
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 read more
Hi @BérangèreL Thank you for sharing those links—they were very informative. I’ve followed all the requirements outlined in the articles, but unf...read more