La fonction de suggestion automatique permet d'affiner rapidement votre recherche en suggérant des correspondances possibles au fur et à mesure de la frappe.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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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