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

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

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

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

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

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

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

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

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

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

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

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?