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
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
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
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
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
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
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
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
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
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
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
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
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
Hi @MVallhonesta ,
The best approach would still be this tutorial here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Reverting...read more
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
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
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