Does anyone else find it frustrating that when you click on a lead in the Sales Workspace, the Recent Communication section doesn't show the initial enquiry from the customer? i.e. you have to click into the contact record to see more information b read more
In such cases here's what I do, When I've found key leads with lot of conversations, I tend to pin the intial email to the top of the contact timeli...read more
Hallo Zusammen, wir nutzen jetzt schon länger euer Tool für die Terminbuchung und connecten die Kalender mit der Outlook 365 Verbindung. Allerdings bekommen wir nun bei neuen Usern immer eine sehr allgemeine Fehlermeldung (im Anhang). Was können read more
Hallo Simon,
Basierend auf deiner Beschreibung könnte ich mir vorstellen, dass es vielleicht etwas mit Berechtigungen zu tun hat. Dieser Art...read more
I would like to create a lead for every company we enrol into sequences on Apollo. The issue is when trying to filer by the hubspot property 'Original Traffic Source Drill Down 2' It can not filter by 'Apollo Integration' Why i read more
Hi @LKelman ,
HubSpot stores the original traffic source drill down 2 as an ID, not spelled out as 'Apollo Integration'. The easiest way to fi...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
I have a problem with Custom cards in the company center panel. It is a property card, and the fields keep getting added or moved around the card. They keep changing, but I cannot tell who did it. Only two people should access the card layout, yet i read more
Hi @cbierwerth23 ,
I would mention this with HubSpot support (in-app, via chat or email). They should be able to access change logs and see if...read more
We are a HubSpot App partner, offering an advanced sales reporting tool embedded in HubSpot. Called Dear Lucy 🧡 We are now thinking of adding support for custom object reporting, so my question would be - do you have a need to report on custom obj read more
Hey, @TainaSipilä 👋 Thanks for sharing. I hope you get some great feedback. Additionally, if you'd like, you can repost your question over in ...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 @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
Our sales team is using 2 separate pipelines: (1) The built-in Leads Pipeline in Hubspot, and (2) a Deal Pipeline with custom stage gates that we put together. For the "Leads Pipeline", is there a way to see a consolidated view of the entire Sal read more
Hi @SD25 ,
"Leads" are a data source in both the single object and custom report builder, so that's how you can visualize information on all l...read more
Hello, I want to adjust the attached report so it only shows the call made per weekday and do not display Saturday and Sunday. Is this possible? Thanks!
Hi @hubspotuser9052 ,
If you want this to be rolling / dynamic, no, this is not possible as far as I know. You would have to reference exact /...read more
Managing Companies, Contacts, and Assignments We’ve been facing some HubSpot challenges that impact our team’s operational efficiency. I wanted to share these issues and see if other users have experienced something similar or have suggestions for read more
Hi @CaioFranca ,
Without knowing the exact set up of your account here are a few things that come to mind:
Contacts not linked to companies...read more
hi when creating a new LEAD in workspace, we add through the company. this company has associated contacts, but then once in the workspace , we can't add the contact. Please can you help what is wrong thank you
Hi @EGONZALOPALOM ,
You're right, the dropdown should prepopulate with associated records. Is the user who took this screenshot the owner of t...read more