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Solved
DAdler5 on June 05, 2025
Every time I export data from the Deals section it excludes the company field and the contact field. I have tried ticking a few different boxes when selecting what data to export but that info still does not appear. Even when those columns are prese read more
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
June 05, 2025 06:26
Hi @DAdler5 , To include company and contact field when exporting Deals from HubSpot, make sure to click Export > Customize. Under Propertie...read more
Solved
lrn24 on May 28, 2025
Hey all! Hoping someone else has ran into this issue before. We have a sales rep who is suddenly out of office for the next month, so their meeting scheduler is no longer showing availability. There are 29 of their contacts enrolled in various sequ read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 28, 2025 14:28
Hi @lrn24 , I am not aware of any reassignment features in this regard. As far as I know unenrolling/reenrolling is, unfortunately, the best o...read more
Solved
JChmielak on May 27, 2025
Hi I have a problem with the quote. User can get through the quote and request approval. Approver request changes in the quote and after that user cannot open and edit quote anymore users gets error: There was a problem loading your quote. Plea read more
0 upvote
1 Reply
Accepted solution
Top Contributor | Platinum Partner
May 27, 2025 10:36
Hey @JChmielak it seems like the quote is in an odd state. Here are a couple of things to try: 1. Ensure everyone is looking the same quote. ...read more
Solved
Lykhans on May 23, 2025
When we manually create new leads in the Sales Workspace and connect them to a contact, Hubspot creates a duplicate of that lead on the same contact, automatically naming it [contact name] YYYY-MM. Sometimes the lead is assigned to the owner of the read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 23, 2025 06:10
Hi @Lykhans , Have you checked your workflows that are creating records – to see whether an automation is creating these leads? ...read more
Solved
AHand on May 21, 2025
Hi there, We are a national company that manufactures custom design elements. We are looking for a way to let a sales rep request cost estimates from the management team. We have a pipeline and custom object set up to track drafting for larger p read more
0 upvote
2 Replies
Accepted solution
Recognized Expert | Diamond Partner
May 21, 2025 14:48
Hi @AHand , We set this up for a global manufacturer in a similar direction to what you're doing here, with some variables. In their sce...read more
Solved
DShute on May 21, 2025
Hi, When in the Sales Workspace, is there a way of having suggested associations appear when scheduling a new activity? For example, say I am looking at my Deals within the Sales Workspace. I want to quickly schedule new To-Do Tasks against read more
0 upvote
3 Replies
Accepted solution
Recognized Expert | Diamond Partner
May 21, 2025 08:48
Hi @DShute , This is not possible at this time, but certainly something that you could add to the HubSpot ideas forum . I'm not exactly...read more
Jigar_Thakker on May 02, 2025
Sales is not just about how many leads you have; it’s about knowing which ones truly matter. You log into your CRM. Your pipeline looks full, but you know not all deals carry the same weight. Some accounts are cold, some read more
0 upvote
1 Reply
Community Manager
May 05, 2025 04:29
Hi @Jigar_Thakker , Thanks for sharing! Best, Diana
Solved
SRussell_FA on April 21, 2025
My team is trying to to handle non standard contract lengths that need to be billed up front, still reflect correctly in arr/mrr reporting - we are trying to avoid manual rework and backtracking that we currently do after the quote is published. C read more
0 upvote
1 Reply
Accepted solution
Participant | Diamond Partner
April 21, 2025 15:08
Hi @SRussell_FA Yes you can! In HubSpot you can create custom billing frequencies, but not natively through the quote tool UI. ...read more
Solved
TransparencyCo on April 15, 2025
We’re a SaaS provider that traditionally offers Annual and Monthly billing options, where invoicing begins at the time the subscription is created. Because of that, we've never had to deal with proration —until now. We’re now integrating wi read more
Accepted solution
Community Manager
April 16, 2025 03:14
Hi @TransparencyCo and welcome, it's a pleasure to have you here! Great question, thanks for asking the HubSpot Community, and well done on find...read more
Solved
RHampton6 on April 10, 2025
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
0 upvote
5 Replies
Accepted solution
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
RJRao on April 10, 2025
Hi everyone! I'm curious to hear how different teams are handling lead creation in HubSpot. Do you create a lead as soon as a contact is added, or do you wait until a certain action is taken—like when a meeting is logged, a form is submitted, or a s read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
April 10, 2025 10:40
Hi @RJRao , This depends a lot on the company, services/products, B2B/B2C, whether there is a pre-sales team (SDR) or account executives (AE) ...read more
Solved
MariaDP on April 08, 2025
Hello! We currently have a handful Deals Lost in he sales pipeline- and would like to check if there is any function to state the reason why we lost the opportunity among the deal stages?
0 upvote
2 Replies
Accepted solution
Top Contributor | Platinum Partner
April 08, 2025 08:50
Hey @MariaDP ! To add to @karstenkoehler 's recomendation, I find that it's much easier to report on Closed Lost Reason if the field type is dropdo...read more
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