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Solved
Fexxi on June 02, 2025
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
0 upvote
4 Replies
Accepted solution
Top Contributor | Partner
June 02, 2025 13:12
Hey @Fexxi , Yes, you can automate the update of a deal's Monthly Recurring Revenue (MRR) based on the recurring line items in a quote. Step 1:...read more
Solved
BGunning7 on May 28, 2025
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
0 upvote
12 Replies
Accepted solution
Guide | Gold Partner
June 11, 2025 11:28
Hi Bérangère, Thank you for the prompt to share the outcome. We only had the call yesterday and will be finalising things tomorrow hence I've n...read more
Solved
FGlynn6 on May 20, 2025
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
0 upvote
2 Replies
Accepted solution
Top Contributor | Platinum Partner
May 20, 2025 20:02
Hi @FGlynn6 , HubSpot’s round robin meetings don’t support time-of-day logic (like assigning AM slots to one person and PM to another). It jus...read more
Solved
SJeremias on May 19, 2025
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
0 upvote
2 Replies
Accepted solution
Key Advisor
May 20, 2025 08:20
Shared calendars are not actually a part of that user's account in Google. They are calendars that the user subscribes to. If you want to be able to ...read more
Solved
Patti_R on April 25, 2025
Hello! How do I get the Deal Stage Tracker that appears when working in the sales workspace added to the Deal property?
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
April 26, 2025 01:50
Hi @Patti_R , You can find this in the deal record customization: https://knowledge.hubspot.com/object-settings/customize-records ...read more
Solved
Nitaneth on April 25, 2025
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
0 upvote
5 Replies
Accepted solution
Contributor
May 09, 2025 04:06
Thank you everyone. I have discovered that you can associate an email chain with the lead object which i didn't realise at first so all good now.
Solved
SD25 on April 15, 2025
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
0 upvote
1 Reply
Accepted solution
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
hubspotuser9052 on April 14, 2025
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!
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
April 14, 2025 11:31
Hi @hubspotuser9052 , If you want this to be rolling / dynamic, no, this is not possible as far as I know. You would have to reference exact /...read more
Solved
AmberSpencer on April 04, 2025
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!
0 upvote
2 Replies
Accepted solution
Participant | Elite Partner
April 14, 2025 16:14
Hi Aspencer, I'm with hapily, a HubSpot App Partner, and we built a quoting tool ( quote•hapily ) to help solve for more advanced quoting need...read more
Solved
LKelman on March 11, 2025
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
1 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
March 11, 2025 14:02
Hi @LKelman , You could set this up to some extent by doing the following: Create entered date properties corresponding to to those in the...read more
Solved
TimWalsh on March 11, 2025
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
1 upvote
2 Replies
Accepted solution
Contributor | Elite Partner
March 11, 2025 14:38
Hi Tim, You can edit the Lead Name just like any other property, its just not as easily accessible without customizing what you have readily av...read more
Murphy1 on March 06, 2025
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
1 upvote
1 Reply
Community Manager
March 06, 2025 10:33
Hi @Murphy1 , Thanks for reaching out to the Community! I have checked and can confirm that currently, a lead will only be associated ...read more
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