We often assign companies to different sales reps based on their postcodes which is easily done. However when we do this we would ideally like all of the tasks associated with those companies to automatically be assigned to the same company owner. Lire la suite

If I add a line item to a deal that has closed, does the recurring revenue calculate retroactively from the closed/won date?

I want to change the user to which an activity is assigned to. Is there any way I can edit it after creating it? Or are there other ways I can select to which user it is assigned to before logging an activity in a deal. Thanks in advanced!

Hi all, Is there any way to include an approval step before allowing the sales team to close an opp? Maybe an email to an approver, who can check the data, and close the deal if all is included? We have a number of fields both in the deal, a Lire la suite

As you can see in my screenshot; We create quotes for our customers where we set a (1 single) price item for 1 product, without the "1 x" in front, as this is merely a way to set/show a price for our customer, and if there are no products listed Lire la suite

Switching to Hubspot from another live chat platform, I'm having trouble finding a true proactive live chat feature. Is there a way to see a list of live shoppers on the website and directly reach out to them without using a chat bot? We are missing Lire la suite

Hi Community! My name is Alvin and I’m a product designer here at Hubspot. We’re working to improve our Deal editor experience, specifically related to how ARR/MRR/TCV and Totals are calculated, and any pain points you're experiencing with the ex Lire la suite

Deal filters have stopped working correctly. Seems to have happened sometime in the past couple of months when a big update was applied (at the same time the functionality to drag a deal to a different column became extremely slow)

Hi, I am trying to create a workflow, but I do not seem to find it. Online it states it should be in the automation menu, but I can only see " Sequences". I have the Sales Hub Professional, so from what I understand, I should have access to it. Lire la suite

Hi everyone, We use the meeting tool to enable customers to book meetings in our calendars (linked with Microsoft Outlook). Is there a way to automatically link the Hubspot contact in the meeting description when they book a meeting? At the mom Lire la suite

When creating a new note in a Deal object the only way I am currently aware someone can also attach the note to the associated contact on the deal is to click on the "associations" tab and manually search up and select the contact. Is there an opt Lire la suite

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 Lire la suite