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Patti_R on April 25, 2025
Hello! How do I get the Deal Stage Tracker that appears when working in the sales workspace added to the Deal property?
0 upvote
3 Replies
Hall of Famer | Partner
April 26, 2025 01:52
@RubenB wrote: Choose the layout you’re editing (Default layout or a team layout) → Left sidebar tab. As far as...read more
Nitaneth on April 25, 2025
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
0 upvote
3 Replies
Recognized Expert | Diamond Partner
April 25, 2025 11:17
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
SPfefferle on April 24, 2025
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
0 upvote
1 Reply
Top Contributor | Platinum Partner
April 24, 2025 23:03
Hallo Simon, Basierend auf deiner Beschreibung könnte ich mir vorstellen, dass es vielleicht etwas mit Berechtigungen zu tun hat. Dieser Art...read more
Solved
LKelman on April 22, 2025
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
April 22, 2025 12:34
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
Solved
SRussell_FA on April 21, 2025
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
0 upvote
1 Reply
Accepted solution
Participant | Diamond Partner
April 21, 2025 15:08
Hi @SRussell_FA Yes you can! In HubSpot you can create custom billing frequencies, but not natively through the quote tool UI. ...read more
Solved
cbierwerth23 on April 18, 2025
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
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
April 18, 2025 08:45
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
TainaSipilä on April 17, 2025
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
0 upvote
1 Reply
Community Manager
April 17, 2025 15:41
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
TransparencyCo on April 15, 2025
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
Community Manager
April 16, 2025 03:14
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
Solved
SD25 on April 15, 2025
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
April 15, 2025 11:59
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
Solved
hubspotuser9052 on April 14, 2025
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!
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
April 14, 2025 11:31
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
Solved
CaioFranca on April 11, 2025
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
0 upvote
1 Reply
Accepted solution
Top Contributor | Platinum Partner
April 11, 2025 13:11
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
Solved
EGONZALOPALOM on April 10, 2025
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
April 11, 2025 00:12
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
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