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Coffeefilter on February 26, 2024
Hi, probably a beginner question but I created a few products under Sales-> Products a few months ago. When I create a new Deal these products still show up as options. However, when I now go to Sales -> Products the original products are go read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
February 26, 2024 23:58
Hi @Coffeefilter , It looks like in your first screenshot you're looking at a deal property (not a product), and in the second screenshot at more
MHussain8 on January 09, 2024
I have a few questions:- What is sales and deals pipeline in hubspot? What is sales onboarding? Why we use sales and deals pipeline and what is it? ThankYou!
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
January 09, 2024 23:58
Hi @MHussain8 , Happy to help here! A sales pipeline is a visual representation of the stages that a potential customer goes through more
PalmPeerawich on September 22, 2023
I want to create a workflow. trigger by creating a deal and assigning an owner to my team member(user) who has the highest CLOSED WON deal amount. but I don't know how to set the criteria to assign deal owner to user who has the highest sales made read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
September 22, 2023 05:20
Hi @PalmPeerawich , This is not possible out of the box and would require a custom code action, available in Operations Hub Professional. more
LandGuy on September 11, 2023
We work with various real estate agents on multiple deals. We may work with one agent on multiple deals though a given deal will only have one agent. Ideally I would like to be able to associate the agent's contact record to the appropriate deal read more
0 upvote
1 Reply
Community Manager
September 12, 2023 09:41
Hi @LandGuy , Thank you for reaching out to the Community! That's correct, that's the default setting for contact activity association : more
JMcCree on May 09, 2023
Is it possible to set up prompts when moving deals from one stage to another that includes adding a contact and a company Also, can you set up prompts where company information must be filled in, not just deal information?
1 upvote
1 Reply
Accepted solution
Recognized Expert | Partner
May 09, 2023 11:35
Hey @JMcCree , thanks for reaching out! These are great questions. As far as I know, it's not possible to set up a required prompt for more
DH123456 on March 08, 2023
I'm struggling with something I suspect is very simple, but I can't find a solution (both from the HS Knowledge Base and HS community forums): Problem: I do not want to manually create deals. Goal: If a Hubspot form is submitted, create read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
March 08, 2023 03:12
Hi @DH123456 , Are you on a Professional subscription? If so, you could create a contact -based workflow to achieve this: Menu > more
ASchneider81 on December 29, 2022
My firm uses the BOARD view to review the stages of our deals in the pipeline. Each column represents a stage of the deal. For some reason, each colum is limited to showing 100 deals. If i was to see more than 100 I need to switch views to the LI read more
0 upvote
1 Reply
HubSpot Employee
December 30, 2022 12:58
@ASchneider81 , happy Friday! Thanks for reaching out to the HubSpot Community and providing the feedback! As it turns out, I can more
marshall_parr on November 18, 2022
I would like a workflow to create a deal each time a contact is enrolled in a sequence by our sales team. The sequence is the first point of contact we have with prospects after they enquire. I've tried various ways to get this to work, and I'm read more
0 upvote
5 Replies
Accepted solution
Key Advisor
November 18, 2022 04:10
Hi @marshall_parr Would you be able to share the full workflow, or give an indication of the delays and actions that are happening in it? more
AKampakis on May 27, 2022
Hello, I would like to calculate the run rate of the dpt - daily and monthly. It includes the sales number today, divided by the number of work days, and then multiplied by the total number of work days. In addition, what I need is a property, ab read more
0 upvote
2 Replies
Accepted solution
Guide | Platinum Partner
May 30, 2022 06:54
Hi @AKampakis , I'm assuming you'll need two counts : - work days between the start of the week and the current day - work days between the more
CCaffrey on April 09, 2022
Hello, I am having an issue with the Close Date being visible while importing Deals. Any time I try to import Deals with multiple associations such as Contact or Company then the Close Date can no longer be associated with the Deal. It only allows read more
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
April 12, 2022 00:43
Hi @CCaffrey , This looks indeed like a bug. For an interim solution, I'd recommend uploading multiple files instead of one file, as shown in more
niederberger on March 22, 2022
Hello Together. I try to add products without a fix price as it changes all the time. If I create a product I have to add a fixed price can this be released and added later where I have to type in the amount by creating a deal with products? read more
0 upvote
6 Replies
Accepted solution
Top Contributor | Elite Partner
March 22, 2022 03:07
Ok, but line items are connected to a specific deal and also the line items are connected to the specific quote of that deal. How is the quote more
TWalsh6 on February 28, 2022
Hi there, I want to be able to book group meetings with a sales rep and a member of the management team - this meeting schedular will be sent to the customer to select the time that works for them. I do not want to purchase sales hub seats for read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
March 01, 2022 00:45
Hi @TWalsh6 , I'm not aware of a clean way to do this within HubSpot. The approach here would be blocking all busy times from the management more
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