Hi, colleagues, Do we have the option to customize the standard view like with dashboards in the ex Prospecting—new Sales workspace—leads view, or only prebuilt views can be used? Thanks.

Hello! I have been trying to bulk amend the due date and task title on 13 tasks in the free version of Hubspot. It does do it, but when I then access my task list either in 'all' or 'upcoming'. the tasks have reverted to what they were before. read more

Hi, currently when you set up a group meeting you are able to select your time zone so as when the recipent of the link receives it they are able to choice a time (based on their own time zone set by their web browser). Now, lets say you are setting read more

I have my QBO invoices synced, and I can see them all in the invoices tab in commerce hub. They are never associated with the contact or comapny. Not sure why that is, but i want to automate some of that with a workflow. I'm wondering if there i read more

My team wants to create a meeting form with conditional fields that change based on the selection of previous inputs. I know this is possible in HubSpot forms, but how can we implement it in the Meeting Scheduler form? Has anyone worked on read more

We are an assessment platform where we would like to store the order details in the Order Object. We would like to create an internal form that is completed with company details and a range of unique order attributes like number of employees, etc... read more

I would like to track how much time each of my sales reps is spending on calls, by company. For example, if a rep spends 30 minutes on an onboarding call, 1 hour on a qualification call, etc. so that we're able to have visibility into the amount of read more

I'm almost positive Hubspot hasn't built a solution to this yet, BUT I'm hopeful some fellow Hubspot ninjas out there have already designed an outside the box approach to closing this gap. Situation Reps make outbound calls and schedule app read more

Hey, I am looking for a way for the sales team to submit issues about the crm within hubspot. I want the to be able to report on company level if they think there is issues with the data. Was wondering if a hubspot form would be the best way to capt read more

How do I write a formula to add days to a date field? Ex. Estimate Appt Date + 14 days = Bid Due Date

I'd like to be able to make more bespoke dashboard views for my sales team, around lead categorisation. Is it possible to create a new dashboard with leads broken down in editable tables with next action on a bit like the information in the leads t read more

Hello, We have recently started using the deal approval process feature in HubSpot, and while we find it very useful, we've encountered a challenge regarding notification management which we believe could be improved. Current Situation: W read more