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 read more

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" read more

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 read more

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 read more

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 read more

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 read more

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 read more

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 read more

Hey everyone, Question for you all. I love the idea of using an Association label on a deal with a partner is helping us. I've set up a test one as you can see here: I'm struggling with setting up reporting on this. I'm looking to get read more

We have Marketing and Sales Hub Enterprise and Operations Hub Pro. Hi everyone, I am in the middle of Go-Live with several campuses, and we are moving from Velocify. In Velocify, as the administrator, we never wanted the reps to have the ability t read more

Looks like hubspot launched a new funnel report builder. It offers a lot of new functionality, but one critical insight that I can't seem to use anymore is culmulative conversion. I step-to-step conversion, but not cumulative conversion (similar to read more

Hi everyone, I’m trying to build a report in HubSpot that shows me the percentage of qualified deals compared to a specific deal goal. Here’s what I want to achieve: Let’s say I set a goal of 10 qualified deals. If a BDR has qualified 2 deals, t read more