Hi team, is there a way to automatically update a deal with the MRR once a quote has been created? We have a deal property called "MRR" that's populated by sales at the beginning of the sales process. It's merely an estimate and I would like read more

Hi HubSpot Community, I’m customising a quote template and have encountered a persistent black line that I cannot remove, despite extensive attempts using custom CSS. What I’ve Identified: The black line appears near the top of the quote. read more

I want the hubspot meeting app to assign meetings to person A in the AM and person B in the PM. Today, I use the Hubspot meeting app so that visitors to my website can select a time to have a meeting with 1 fixed person from my company. https://m read more

trying to figure out how i can have 1 user, who connects his personal gmail calendar bc it has 7 shared calendars on his account, that others in hubspot can see these calendars? or am i limited to just viewing these from google? and 2ndly how could read more

Hello! How do I get the Deal Stage Tracker that appears when working in the sales workspace added to the Deal property?

Does anyone else find it frustrating that when you click on a lead in the Sales Workspace, the Recent Communication section doesn't show the initial enquiry from the customer? i.e. you have to click into the contact record to see more information b read more

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

Hello, I want to adjust the attached report so it only shows the call made per weekday and do not display Saturday and Sunday. Is this possible? Thanks!

Is it possible to only show specific products on quotes? And choose what reps can select on their quotes? Right now, they can see all the products, but I would like to only choose specific products for the quotes. Thank you!

Any ideas on how to best timestamp changes in the lifecyclye stage on the company level. I can see they have all the options for time stamps under the contact object, but nothing under company. We don't really use contact object at all. Great read more

Hello, We cannot find a way to change the name of a Lead Record in HubSpot. If one of our name incorrectly enters in a name for a Lead, there appears to be no edit function similar to the Help Desk, Tickets, Deals, or other association record spac read more

Hi, For one of our educational clients we are using the following business workflows for new prospective families, contacts. Admissions Officer sets the lifecycle stage of the contact to SQL, A Lead is automatically created for that contact. read more