Tips, Tricks & Best Practices

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MiaSrebrnjak on January 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more
Community Manager
February 13, 2024 13:55
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more
PAmend1987 on March 18, 2024
Hello there, I'm new to Hubspot, but I'm really enjoying its functionality. I need some best practices for setting up our Deals. We have a SaaS platform for Industrial Properties that we bill quarterly and annually. Customers may sign up in Marc read more
0 upvote
0 Reply
invisibleon on March 18, 2024
Hello there, I'm the head of sales and i wanna see a report, which shows number of deals and leads, that have change the stage. Tasks, emails, other activities - doesn't show the progress of the week, only changing the stages at a funnel shows some read more
1 upvote
6 Replies
Thought Leader | Platinum Partner
March 18, 2024 09:10
Hey @invisibleon for the leads or contacts you can consider properties such a Become a MQL /SQL / Opportunity /Customer with the filter this w...read more
ZakaiLouie on March 16, 2024
I've an issue regarding mysteriously vanish from my CRM without any trace or explanation. I've noticed that certain entries inexplicably disappear from the system, leaving me baffled and frustrated. I've checked all filters and settings to ensure t read more
0 upvote
1 Reply
Hall of Famer | Partner
March 16, 2024 08:13
Hi @ZakaiLouie , Are you a super admin in your portal or is there a chance you might not have full access permissions? Are there other users i...read more
Hatch on March 15, 2024
Hello, I recently learned I can adjust what I can view for deal properties and I can reorganize them. From what I can tell, this only affects the deal I'm editing it in and it only affects my view. Is there a way I can (within the limitations of my read more
1 upvote
3 Replies
Thought Leader | Platinum Partner
March 18, 2024 09:49
Hey @Hatch so you can ask an Admin to setup the left bar of any record to see the properties needed. once this is set up, important step her...read more
MThome on March 15, 2024
We've added a personalization property in a quote template. The property is a number and is formatted as a percentage. However, when the property is displayed in the quote document, it's showing as a decimal. i.e. 10% is shown as .1. I've trip read more
0 upvote
1 Reply
Community Manager
March 18, 2024 07:11
Hi @MThome , Thanks for reaching out to the Community! In this scenario, you would need to clone and edit the line items module of the...read more
Hildegaard on March 15, 2024
Regulary we have colleagues joining and leaving our company and the ones that leaves usally own various obejcts (Tasks, Deals, Contacts, Companies etc). I want to remove them from the HubSpot account. All the open obejcts are handed over to their re read more
Participant
March 17, 2024 14:21
I believe instead of deleting this user simply assign an unpaid seat and keep all the closed items with this user o r the second option is to deact...read more
DPeters88 on March 14, 2024
I do like like the current design on the deal page with these running across the top of my deals how can I change this? It is making it difficult to see the actually deals in their stages. My other Hubspot account has a different set up I am try read more
0 upvote
1 Reply
Most Valuable Member | Diamond Partner
March 15, 2024 00:51
Hi @DPeters88 the stats you're seeing are called Deal Insights and can be turned off globally here: It can also be controlled per u...read more
PGeary on March 14, 2024
Hi All, New to hubspot - looking for some best practices/guidance specific to the commercial real estate industry, namely multifamily investment (not brokerage). We're in the set-up/onboarding stage and wanted to see if anyone would be willi read more
1 upvote
4 Replies
Guide | Platinum Partner
March 15, 2024 07:45
Hey @PGeary , how are you? I am reading what you raised as problems and also what @Lucila-Andimol answered you, which is very good. 1/ Def...read more
Solved
RJaffe on March 14, 2024
When I am creating custom reports, one of the options us Unsummarizdd data and Summarized data. I am not finding a definition and example of both of these things and the differences. Can anyone shed light? I understand the definition of summ read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 14, 2024 11:31
Hi @RJaffe , In a summarized table, HubSpot will only allow three data points (e.g. Lifecycle stage, Create date, Count of contacts) and autom...read more
Solved
RJaffe on March 14, 2024
I have a number of companies that we no longer do business with, but we don't want to totally delete their records for a variety of reasons. The same goes for the contacts associated with these companies. How do I "mark them inactive" or make it so read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 14, 2024 11:21
Hi @RJaffe , This does not exist, no, but you could easily create single checkbox properties on tne contact and company object each, called "I...read more
Solved
SThatcroos on March 13, 2024
Hi, Is there anywhere I can download a full list of your countries that are included in your drop down menu on the properties? We need to do an upload on the countries as we arent able to copy from a single text property to a drop down men read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
March 13, 2024 13:36
Hi @SThatcroos , There you go 🙂 Best regards Afghanistan Åland Islands Albania Algeria American Samoa Andorra Angol...read more
NKolev on March 13, 2024
Hello, Now that HubSpot offers the option to export the duplicates in Excel file. What can you do with it? I mean how can I merge those in Excel and then put those back in HubSpot and merge them?
0 upvote
1 Reply
Hall of Famer | Partner
March 13, 2024 07:46
Hi @NKolev , No, that's unfortunately not possible. Contacts cannot be merged through import. At this point, the Excel export is really just a...read more
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