Sales Hub Tools

Filter by
  • All labels
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • FREE
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • Unsolved
  • No Replies Yet
Solved
DOz3 on November 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 read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 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...read more
Solved
Xiawanbai on November 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 read more
0 upvote
2 Replies
Accepted solution
Contributor | Platinum Partner
November 07, 2024 11:03
Yes, you can do that:
NMaric on November 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 read more
Community Manager
November 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...read more
Solved
YoelBA-GDS on November 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 read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 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...read more
DCrinnion1 on November 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 read more
0 upvote
3 Replies
Community Manager
November 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...read more
Solved
SRocketCurt on November 04, 2024
It would be amazing to be able to customize the layout and information that is displayed in the Sales Workspace!
1 upvote
4 Replies
Accepted solution
Thought Leader | Platinum Partner
November 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...read more
Solved
BRitchie8 on November 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 read more
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
November 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...read more
Solved
ALintner on November 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 read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
November 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...read more
Solved
Caseyhg on October 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 read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 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...read more
Solved
MVallhonesta on October 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 read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
October 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...read more
ThomasGuns on October 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 read more
0 upvote
2 Replies
Participant
October 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...read more
Solved
DThomson0 on October 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 read more
0 upvote
1 Reply
Accepted solution
Contributor | Platinum Partner
October 29, 2024 07:58
HubSpot Breeze doesn't enrich personal details only company. https://knowledge.hubspot.com/privacy-and-consent/breeze-intelligence-faq ...read more
cancel
Showing results for 
Search instead for 
Did you mean: 

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.