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SD25 on April 15, 2025

Leads Pipeline Reporting

Our sales team is using 2 separate pipelines: (1) The built-in Leads Pipeline in Hubspot, and (2) a Deal Pipeline with custom stage gates that we put together. For the "Leads Pipeline", is there a way to see a consolidated view of the entire Sal read more

Reply Admin Professional Reports

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

April 15, 2025 11:59

Hi @SD25 , "Leads" are a data source in both the single object and custom report builder, so that's how you can visualize information on all l...read more

Solved

RHampton6 on April 10, 2025

Multiple Quote Approvers

Hi all, I'm looking for any possible suggestions on having multiple quote approvers. I've seen previous posts from 2022 even mentioning this was planned to be looked at but I can't find any documentation or working solutions to get around this. read more

Reply Admin Sales

0 upvote

5 Replies

Accepted solution

hapilyJonathan

Participant | Elite Partner

April 14, 2025 15:53

Hey @RHampton6 ! I'm with hapily, a HubSpot App Partner, and we created an app quote•hapily that allows users to create custom quote approva...read more

Solved

DKahlon on June 17, 2024

Line Item import without Unit price

Question, Is there a way to import line items when we don’t have unit price but only net prices? I’ve experimented with formulas in spreadsheets, but I’m looking for a more efficient solution within HubSpot without modifying the spreadsheet. Any in read more

Reply Admin

1 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

June 18, 2024 02:22

Hi @DKahlon , When you import line items, the following are required and there isn't any way to work around that: Name , Quantity , ...read more

Solved

DCrinnion on March 19, 2024

Make a field mandatory dependent on another field

Hi All, I am hoping that there is a way that we can make another Hubspot property mandatory when another field is a particular option? I have seen conditional logic and that only seems to let you pick an option based on another field rather than read more

Reply Admin How-To Professional Workflows

0 upvote

4 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

March 19, 2024 15:48

Thanks @DCrinnion - when you set up conditional logic, you can also specify whether the field should be required, see below: h...read more

Solved

JKrantz on May 17, 2023

change notifications from norepley@hubspot.com to company email

One of the questions I am being asked from IT is if we can change the email that Hubspot sends notifications from - tagging posts, workflows, and other 'no reply' type emails. The big concern is spoofing Hubspot emails and getting our users to read more

Reply Admin Best Practices Email Deliverability Enterprise Notifications Settings

1 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

May 18, 2023 01:23

Hi @JKrantz , Unfortunately no, this is not possible. All notifications that relate to record changes can be set up as custom notificati...read more

JOrlando19 on April 03, 2023

How To Assign Task Due Date in Deal To Exact Calendly Booking Date/Time!?

I am creating deals from Calendly. I am having a very hard time when the deal is created to also create a task, and set the due date/time to the same day/time as the calendly booking. I have a round robin going in Calendly for my sales team. I h read more

Reply Admin Deals Developer How-To Meetings Professional Quick Tutorial Tasks video Workaround Workflows

0 upvote

1 Reply

PamCotton

HubSpot Employee

April 04, 2023 09:32

Hello @JOrlando19 , thank you for posting in our Community! Checking more details about this integration, I can see this information comes directl...read more

Solved

atifm on October 07, 2022

Deal Stage Display Name Changed

We have Deal Stages called "Closed Won" and "Closed Lost". As of Oct 6 2022 there were spelt like that above, with W and L in caps. Then suddenly today the display name changed to Closed won and Closed lost. Has anyone else seen this issue read more

Reply Admin

0 upvote

2 Replies

Accepted solution

crispyGTM

Key Advisor | Diamond Partner

October 07, 2022 10:21

@atifm Not sure why that changed for you, but you can revert them to their previous values by going to Settings>Deals>Pipelines>and then ...read more

Solved

RandyC on October 29, 2021

What are the best methods to treat/manage/process Closed Contacts in CRM?

Definition of Closed Contacts here = Contacts that are no longer with the Company or involved in the Deal Say if you do not wish to delete or lose any historical emails, notes and other forms of data with the "Closed" contacts. But you also don' read more

Reply Admin Best Practices Companies Contacts CRM Deals

0 upvote

3 Replies

Accepted solution

Josh

Recognized Expert | Diamond Partner

October 29, 2021 08:34

Hi @RandyC , I would typically advise using the lead status property. This can be modified to set the specific values you will need. While th...read more

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