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DOz3 le Novembre 11, 2024
Hey, I would like to create 2 reports that shows Total Amount Earned by Closed deals over time and the other one is the development of the deals over time by deal phases. But, I couldn't create them using the custome reports. Thank you for the h Lire la suite
0 Mention J'aime
1 Réponse
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Novembre 11, 2024 10:17
Hi @DOz3 , For the first report, you would simply put the Close date on the x-axis or a report and the deal Amount on the y-axis. This wor...Lire la suite
Résolues
Xiawanbai le Novembre 07, 2024
Is it possible to create a workflow on a Lead Object with a trigger meeting outcome: Completed ? I created a lead stage called "Demo" and want to move all leads that have a meeting assigned to the lead with outcome: Completed . I cannot find any Lire la suite
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2 Réponses
Solution Acceptée
Contributeur | Partenaire solutions Platinum
Novembre 07, 2024 11:03
Yes, you can do that:
NMaric le Novembre 07, 2024
Hello HubSpot Community, I hopefully chose the right location for my question below. I am looking forward to your input and ideas. Situation: We want to measure how much time our sales reps spend on after-sales tasks. The goal is to better unde Lire la suite
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1 Réponse
Gestionnaire de communauté
Novembre 07, 2024 16:46
Hey @NMaric , thank you for posting in our Community! Your plan to use HubSpot’s meetings tool for tracking after-sales activities is a smar...Lire la suite
Résolues
YoelBA-GDS le Novembre 06, 2024
We are scratching our heads here! A user creates a meeting in the CRM (on a Contact record), but when he clicks on the link (say in the Google Calendar), it asks them to request to "Join" and wait till the "Host" admits them! Background: the cl Lire la suite
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1 Réponse
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Novembre 06, 2024 09:11
Hi @YoelBA-GDS , Since the switch, have you disconnected and re-connected the Google Calendar integration? That would be my first step of trou...Lire la suite
DCrinnion1 le Novembre 05, 2024
Hi All, Having an issue with the About this Contact card on the Prospecting Workspace. Its showing a bunch of random fields that isn't even on a view anywhere else on our platform let alone our Default card. Does anyone know how to directly chan Lire la suite
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3 Réponses
Gestionnaire de communauté
Novembre 12, 2024 20:13
Thanks for the screenshots @DCrinnion1 ! It looks like you still have an "Actions" menu on the top right corner of the About this contact section. C...Lire la suite
Résolues
SRocketCurt le Novembre 04, 2024
It would be amazing to be able to customize the layout and information that is displayed in the Sales Workspace!
1 Mention J'aime
4 Réponses
Solution Acceptée
Leader d'opinion | Partenaire solutions Platinum
Novembre 05, 2024 07:16
Hi @SRocketCurt I'd really encourage you to leave your feedback about the Sales Workspace in there look for this message You can a...Lire la suite
Résolues
BRitchie8 le Novembre 04, 2024
I have a question regarding invoices. I know that I can create an invoice on the back of a deal Can I also create a partial invoice? The deal will be won but only part of the products are invoic Lire la suite
1 Mention J'aime
2 Réponses
Solution Acceptée
Leader d'opinion | Partenaire solutions Platinum
Novembre 05, 2024 13:36
Hi @BRitchie8 So as Khushboo mentions here You can have a partial invoice with some of the line items in your deal. I'm not entirely su...Lire la suite
Résolues
ALintner le Novembre 01, 2024
Hello! We use a custom field for Lead Source with the sales peoples names in our deals. I am wondering if I can associate the lead source drop down names with the sales teams emails/contacts? I would like to create a workflow that notifies the lead Lire la suite
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1 Réponse
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Novembre 01, 2024 11:05
Hi @ALintner , This would be most easily achieved if your lead source field had the property type 'HubSpot user'. It might be an additional fi...Lire la suite
Résolues
Caseyhg le Octobre 31, 2024
Hi All, I have a client that is interested in tracking the changes in deal amount for deals in their pipeline. They want to track their initial deal value that is proposed, then adjust with the actual contract value. They also want to be able t Lire la suite
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2 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Octobre 31, 2024 15:55
Hi @Caseyhg , Two properties would indeed be helpful - so you can create a third property (calculation for the spread). Deal amount (defau...Lire la suite
Résolues
MVallhonesta le Octobre 30, 2024
Hello! By mistake, I changed a workflow that enrolled many businesses and changed massively 2 business properties: "value" and a customer created property. As a consequence, the workflow restated all these businesses value to 0, due to my mi Lire la suite
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2 Réponses
Solution Acceptée
Au panthéon de la communauté | Partenaire solutions
Octobre 30, 2024 04:36
Hi @MVallhonesta , The best approach would still be this tutorial here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Reverting...Lire la suite
ThomasGuns le Octobre 29, 2024
We have an issue that a lead is created based on the lifecycle stage: sales qualified lead. I can see the Lead under associations in the right side column. The lead also has a known contact owner. But when I check the prospecting tool the lead is no Lire la suite
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2 Réponses
Participant
Octobre 29, 2024 11:12
Yes, it’s on. I see that the lead owner field is empty. So I copied this property to a contact property and checked it with the contact owner property...Lire la suite
Résolues
DThomson0 le Octobre 29, 2024
Hello, Darren from SDG Group! We're ramping up our prospecting machine and looking to add lots of data into CRM in 2025, ultimately looking for accurate mobile numbers! To do this we're currently and looking into various solutions including Apol Lire la suite
0 Mention J'aime
1 Réponse
Solution Acceptée
Contributeur | Partenaire solutions Platinum
Octobre 29, 2024 07:58
HubSpot Breeze doesn't enrich personal details only company. https://knowledge.hubspot.com/privacy-and-consent/breeze-intelligence-faq ...Lire la suite
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