Hey, I am looking for a way for the sales team to submit issues about the crm within hubspot. I want the to be able to report on company level if they think there is issues with the data. Was wondering if a hubspot form would be the best way to capt Leia mais

How do I write a formula to add days to a date field? Ex. Estimate Appt Date + 14 days = Bid Due Date

I'd like to be able to make more bespoke dashboard views for my sales team, around lead categorisation. Is it possible to create a new dashboard with leads broken down in editable tables with next action on a bit like the information in the leads t Leia mais

Hello, We have recently started using the deal approval process feature in HubSpot, and while we find it very useful, we've encountered a challenge regarding notification management which we believe could be improved. Current Situation: W Leia mais

Hi everyone, I have enabled the "Create and Associate Companies with Contacts" setting, which has been really helpful for managing associations. However, I've noticed an issue: when I create a contact—for example, example @dom -ain .com Leia mais

Good day, colleagues, We are about to implement the Lead Scoring model and are curious about the right place to have it—on the level of lead or company (that is associated with a company). I assume it is not correct to have it attached to each c Leia mais

I'm trying to find a way to see my deals and their stages trough a timeline like this one. Is there a way to do it in Hubspot or using an hubspot app? Thanks, Rémi

Hi, We are exploring a trial for Hubspot Sales pro, Ops pro and Marketing Enterprise for an app we are building. We want to set up a Deal for when an app user shows intent to start planning a purchase (long sales pipeline) but our process is to th Leia mais

I changed the fields in "product type" property. I fogot to change the internal name to match so now i'm having two issues: 1. this property is now used in deals so I can't change the internal name and I need to. Any work arounds? 2. This field is Leia mais

I couldn't see a specific place for feature requests, if there is one I'll repost there if I'm shown the way. Thanks I've been using sales hub for some months and I have to say it's still really frustrating that some entries I change require a m Leia mais

Hi HubSpot folks, I am currently very interested in the sales process and splitting invoices into deposit and a remaining debt. I discovered the payment schedule option in the quote creation mask - as you can see in the screenshot. I would lov Leia mais

Hi Hubspot Community, as the title suggests I am looking for a solution that enables a quote to have in the line items table the monthly costs e.g. 50€ per month. (dont mind the 120€/ Monat in the screenshot it should be 50€) and in the su Leia mais