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
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • Video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Sort by
Most Recent
  • Most Recent
  • Most Upvoted
State
All
  • All
  • Solved
  • No Replies Yet
HSHoo1 on March 24, 2023
Hi, I'm looking to work out how to run a report that shows time spent at each lifecycle stage eg MQL, SQL, which I can see monthly. I believe it can be done through calculations, but this isn't something I'm familiar with, so a step-by-step response read more
0 upvote
3 Replies
Contributor
March 26, 2023 15:08
Also interested in this
ColinC on March 23, 2023
Hi all, Not sure if this is a bug, or I'm missing a configuration somewhere, but I've noticed that when creating a quote that includes a discount the Deal value is updated to reflect the quote total excluding any discounts; which naturally i read more
0 upvote
1 Reply
Community Manager
March 24, 2023 03:00
Hi @ColinC , Thanks for reaching out to the Community! It is currently not possible to sync the discounted quote amount to deal records ...read more
LLuik on March 23, 2023
Hello, Hubspot community! I know there is not an out-of-the-box solution for this but wanted to see if any other users have faced a similar issue and have any workarounds. We have a demo request form that is hooked up to our sales reps cal read more
0 upvote
1 Reply
Hall of Famer | Partner
March 23, 2023 09:24
Hi @LLuik , As far as I know this is currently not possible, unfortunately. Others have requested the ability to block free (or specific) emai...read more
Solved
RLehrhaupt on March 22, 2023
Under Sales > Meetings we have meeting calendar links setup so that others can book appointments. We give this link to a call center located in a different timezone so that they can schedule contacts when they call our hotline. We noticed that th read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 23, 2023 07:41
Hi @RLehrhaupt , This is based on the browser timezone and probably the system timezone of the call center agent. I'm not aware of any options...read more
atifm on March 22, 2023
Hi - We have a custom object that we associate companies to. We're trying to associate new deals created for those companies to that custom object as well. But unable to figure out in workflows. Any suggestions?
0 upvote
1 Reply
Community Manager
March 23, 2023 01:17
Hi @atifm , Thanks for reaching out to the Community! It is currently not possible to automatically associate deal and custom object re...read more
Stouder on March 21, 2023
Is it possible to use a workflow to associated multiple contacts to one deal? Buyer 1 Buyer 2 I know this can be done maunally, but really trying to avoid an extra step for sales team.
1 upvote
1 Reply
Key Advisor | Platinum Partner
March 21, 2023 18:27
Hey @Stouder , thanks for reaching out! This is a really good question. Unfortunately, I don't believe it's possible to create associations us...read more
AprilG on March 20, 2023
Hi Community, Is there a way to keep a library of video files in the sales hub, similar to the "documents" feature. We frequently share customer testimonials and would be nice to reference these in reports. I have a sales hub enterprise account. read more
0 upvote
1 Reply
Hall of Famer | Partner
March 20, 2023 22:47
Hi @AprilG , One option, available in Marketing, Service and CMS Hub Professional would be actual HubSpot video: https://knowledge.hubspot.co...read more
enorberg on March 17, 2023
Hi! We are automatically creating renewal deals for all of our customers and assign it to the company owner. Whenever the customer changes owner (for example, if the team member leaves) we want to reassign the deals automatically to the same owner, read more
0 upvote
2 Replies
Contributor
March 22, 2023 08:28
That was my initial approach, but unless I've missed something, you can't create a deal workflow that copies company properties INTO the deal. That s...read more
SSuppala on March 17, 2023
Hey there! I have a paid service seat. I was trying to use the new inbound call icon feature on the top right corner, but it says I need a HubSpot number. When I tried to get a number could not find an Indian number. Is this feature only available read more
3 upvotes
1 Reply
Community Manager
March 20, 2023 02:05
Hi @SSuppala , Thanks for reaching out to the Community! I wanted to refer you to this snippet from this help articl e regarding the a...read more
AS11 on March 15, 2023
Hi community! When I want to move backwards a deal to a previous stage, it asks me to fill a non-required property. Even though I can click on next without actually filling in the field, I don't want this pop-up to be prompted. Do you know i read more
0 upvote
2 Replies
Participant
March 15, 2023 08:12
Thank you so much for your response V! Yes, that is already set, but the issue here is that the pop-up is shown when though that property isn't requ...read more
Solved
APilanalı on March 14, 2023
Hello, I am experiencing some issues with Hubspot and Google that have arisen recently. Previously, I had set up my meeting links so that the earliest 30 or 45-minute call that an organization could schedule with me was Monday through Friday, from read more
0 upvote
3 Replies
Accepted Solution
Community Manager
March 14, 2023 13:52
Hi @APilanalı , hope you are doing well! I have created this video with a few steps you can check, if this does not resolve the behavior, pl...read more
Alekotsugai on March 10, 2023
I wish I could visualized all the tasks that will be created according to what was previously defined during the sequence creation. Everyday is a mystery how many tasks I'll really have until the end of the day. Is there a way to know that?
0 upvote
3 Replies
Thought Leader | Partner
March 13, 2023 14:32
Hi @Alekotsugai I don't have anything to add that hasn't been mentioned, but I did upvote and share my thoughts on the idea that @kvlschaefer sha...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.